SUB-CLIENT SIMPLE
Your advisor told us about the incredible work you've done together, and we want to feature your story — because we think other business owners need to hear it. This takes about 10–15 minutes. There are no wrong answers. Just tell us your story in your own words.
CLSP-CS01 — Tell us a little about yourself and your business — what do you do, and who do you serve?
In your own words, not the formal version. Just talk to us like you're explaining it to a friend.
CLSP-CS02 — Before working with your advisor, what was the main challenge or frustration you were dealing with?
Be honest. The more real you are here, the more your story will help someone else in the same situation.
CLSP-CS03 — What made you finally decide to reach out or take action?
Was there a specific moment, a breaking point, or something that finally pushed you to do something about it?
CLSP-CS04 — What has changed in your business since working together? Be as specific as you're comfortable being.
Numbers are great if you have them — revenue, clients, time saved, stress reduced. But feelings and real examples count just as much.
CLSP-CS05 — What's one thing you'd tell another business owner who's dealing with the same problem you had?
Speak directly to them. What would you say if they were sitting across from you right now?
CLSP-CS06 — Is there anything else you'd like to share — about your experience, your business, or anything we missed?
Open floor. Say what you want people to know.
CLSP-CS07 — Do you give us permission to use your name, business name, and your answers in content such as videos, blog posts, social media, and our website?
Please write YES, YES WITH LIMITS (and explain), or NO. Nothing goes out without your blessing.
CLSP-CS08 — Would you be willing to do a 30–60 minute recorded conversation or on-camera interview to tell this story more fully?
No pressure at all — but if you're open to it, we'd love to feature you in a bigger way. Write YES, NO, or tell us more.
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