Section 1 of 4: General Info

First Name

Last Name

Phone *

Email *

City

State

Country

Date of birth

(US) Do you have an LLC set up? (UK) Do you have a private limited company registered with Companies House? (Other) Do you have a registered business?

Yes, I have a registered business

No, I don't

Do you have a business bank account?

Yes, I do

No, I don't

Section 2 of 4: Sales & Experience

What made you interested in sales in the first place?

Have you ever sold anything? If yes, describe what you sold (what industry were you selling, was it low or high ticket, how long were you selling it for, etc.)

Describe in your own words what your current level of sales is (e.g time doing sales, number of sales calls you've ever taken, cash collected in past 12 months, cash collected hsitorically, what you personally think about your sales skills, who you tink you're better/worse than, etc.) *

What style of coaching works best for you? Are you receptive to tough love coaching?

What is your knowledge/experience with the online space in general? (How much do you know about online money? Which money-related profiles do you follow on social media (if any))?

Explain in your own words where you think you lack the most in sales

Have you ever run an agency, business or coaching program before?

Yes - I'm still heavily involved in running it

Yes - I have partners/freelancers who run it for me

Yes - I help someone run theirs

If I put you on a sales call TODAY to sell THIS program to someone, how confident would you be in closing them?

Section 3 of 4: Challenges & Goals

Where do you want to be in 4 months? Explain in vivid detail (Include location, lifestyle, level of ability, what you think you'll be able to sell, etc.)

Where do you see yourself in 12 months? Explain in vivid detail (Include location, lifestyle, who you see yourself better than, how you rank amongst other people, how you rank amongst friends & family, if you'll still be at your job, if you'll still be in remote sales, etc.)

What’s the ONE thing that you want to take from Surgical Sales such that by taking it, everything else becomes easier or unnecessary?

List 3 other challenges/goals that you want us to help you hit during Surgical Sales

What's your revenue goal in the next 90 days? What's your revenue goal in the next 12 months?

Section 4 of 4: Numbers

How much money have you closed historically? (e.g. if closed a thousand 1k packages over the phone, this number would be $1M)

How much total cash did you collect in sales commission in the past 30 days?

How much money are you currently collecting through sales?

Click below to finish the onboarding form. If nothing happened scroll up - you may have missed something

Welcome to Surgical Sales!

This video will explain Surgical Sales at a glance. Make sure to watch it to the end and fill out the form below in detail.

Surgical Sales Onboarding Form

This form should take you 10-20 minutes to fill. Make sure to fill it to the best of your ability.

At the end we're going to ask you for some numbers (e.g. how much you've closed historically, in the past 30 days, etc.). If you do not have this information to hand, please go and get it BEFORE you fill out the form.

This form doesn't autosave, so if you need to leave before you finish filling this out, save your answers somewhere safe.