CH Digital — Business Dashboard

Stage 0 + Stage 1 — Booking + Pre-call prep

Captured at booking + the 5 ballparks the client brought to the call.

Company name

Contact name

Email

Phone

Website URL

Monthly revenue (ballpark)

Current monthly ad spend

Average sale / order value

Repeat frequency

Top 3 competitors — names only

E-commerce build in scope?

Block A — Open & orient

One-sentence summary + factual confirms.

#1 — In one sentence, what they do and for whom

#2 — Basics confirm (location, revenue streams, services)

CRM / booking system

Email platform

Email list size

Social handles

Block B — Where you're headed

#3 — Twelve-month success

#4 — The one metric

#5 — This month's focus

Block C — Where you are now, honestly

#6 — What's working that we shouldn't break

#7 — Where you're losing people (the funnel leak)

#8 — What's been tried before that didn't work

#9 — Capacity ceiling — what strains first if enquiries doubled

Block D — Customers & money

#10 — Best-ever customer

#11 — Profitable vs popular

#12 — The buying trigger

#13 — The most common buying objection

#14 — What they search / ask for

#15 — Where the ideal customer's attention actually is

Block E — Competitors, honestly

Names are in Stage 1; analysis here.

#16 — What each competitor does better

#17 — What we genuinely do better

#18 — The real reason a customer picks them (beyond the polite answer)

Block F — Brand & voice

#19 — 3 words at its best

#20 — 3 words never associated

#21 — Brand admired + what to borrow

#22 — Brand that makes them wince + why

#23 — Website they love + what works

Block G — Content, access, working style

The access question (#28) is the most important; never skip it.

#24 — Content that's worked / flopped

#25 — Camera comfort

#26 — Approvals & turnaround

#27 — Comms preference + frequency

#28 — Account access & readiness *

Block H — Investment & roadmap

Money placed late, after value is on the table.

#29 — Customer value inputs (AOV + repeat frequency)

#30 — Realistic investment range

#31 — Decision-maker for the spend

#32 — The 90-day priority number

Block I — Close

#33 — Six-month churn signal

#34 — Dream outcome (emotional)

Operator wrap-up

Captured by the strategist, not asked of the client.

Services discussed

Industry

Location

Main revenue streams

Retainer tier

Project type

Operator notes

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