1 Vision & WhyThe strategic layer — why this exists and where you want it to go.
In one sentence, what does Unlock You do and for whom?
Imagine you're at a wedding and someone asks. Plain English.
Why YOU? Why are you the right person to bring Undiet to corporate women in the US?
What does success look like 12 months from now? Be specific.
Revenue, clients, lifestyle, recognition — whatever matters to you.
What does success look like 3 years from now?
What's the deeper "why" beyond income?
What change do you want to create? What problem keeps you up at night?
2 Where You Are TodayThe structural layer — current state of the business, honestly.
Current monthly revenue (rough range is fine)
Select...
$0 — pre-revenue
Under $2k/mo
$2k–$5k/mo
$5k–$10k/mo
$10k–$25k/mo
$25k+/mo
Active paying clients right now
Hours per week you're currently spending on Unlock You
Current tools/tech you're using (CRM, email, scheduling, payments, etc.)
What's working RIGHT NOW that you want to keep?
What feels broken, missing, or chaotic?
3 The Offer & How You DeliverThe execution layer — what people pay for and how they receive it.
Walk me through the Undiet program at a high level. What does a client actually get?
Pricing — what does a client pay, and over what time period?
Affiliate / commission structure with Undiet (Australia)
Be honest — what % do you keep? Any minimums or caps? Anything restricted?
What CAN'T you change about the offer? (constraints from Undiet HQ)
Average client engagement length (in weeks/months)
Conversion close rate — out of 10 discovery calls, how many become clients?
4 Who She Is & Why She BuysThe brand layer — the corporate-women-in-US wedge.
Describe your ideal client in detail. Age, role, life stage, income, where she lives, what she struggles with.
If you've already had a couple "perfect" clients — describe THEM specifically.
What does she Google at 11pm? What pain brought her to you?
Why "corporate women" specifically? Why is this the wedge vs. moms, athletes, post-menopause, etc.?
What does she try BEFORE finding you, and why does it fail her?
Noom, MyFitnessPal, Weight Watchers, Optavia, Whole30, her doctor, her friend's diet...
What makes Undiet's approach genuinely different? (no marketing speak — what's the actual mechanism?)
Words/phrases your past clients have used to describe their results
Direct quotes from texts, voice notes, calls, post-program surveys. Gold for messaging.
Things you absolutely DO NOT want to be associated with
e.g. "diet culture", "before/after weight photos", "hustle culture", etc.
5 Growth, Constraints & ScaleThe scalability layer — what can grow without breaking.
What budget can you realistically allocate to marketing/tools per month for the next 6 months?
Select...
Under $500/mo
$500–$1,500/mo
$1,500–$3,000/mo
$3,000–$6,000/mo
$6,000+/mo
Not sure yet
Things you'd happily delegate tomorrow if you trusted the person/system
Things you absolutely want to keep doing yourself
If we 10x'd Unlock You in 24 months, what's your biggest fear about that?
Burnout? Losing the personal touch? Saying yes to wrong-fit clients? Be honest.
✓
Thank you, Stephanie.
Your answers are below. Use the buttons to send them to TC, or he can grab them off this screen directly.
Email to TC
Copy to clipboard
Download as file