RD Organic Seg Funnel Quiz: I have gathered some of the best coaches on the planet. I want to ...
1. Stocks, &/or Options Investing | Situation Bucket
1.1. 14.Stock.1 Stocks and Investing Quiz Great, having a personal coach or mentor is critical to learning how to trade and invest in stocks, options, or just about any other vehicle. So, tell me please, are you brand new to trading and investing in stocks/options/crypto or have you done any in the past (regardless of your results)?
1.1.1. I’m brand new to trading and investing, I’m excited, and want to learn as much as I can.
1.1.1.1. 15.Stocks.2a Newbie Trading Goals Welcome, you are in the best place and time to learn to trade/invest. In my experience we all have different wants or needs. If I were to ask your long-term goals with trading/investing which of the following is closest to your dreams?
1.1.1.1.1. Tommy Trader: I would really like to make a living as a full-time trader and use this as my business to get out of the rat race.
1.1.1.1.2. Passive Income Phil: I’m hoping to use trading/investing to make a little extra money and help me with my other investments in getting out of the rat race.
1.1.1.1.3. Long-term Larry: I'm really looking for a place to put the money I already earn and get better returns than I have in the past.
1.1.2. I have traded / invested in the past in the stock market and/or crypto other markets.
1.1.2.1. 16.Stocks.2b Trader Goals Excellent. You have a head start on most. In my experience, most people who have traded/invested in the market have similar experiences. The best part is, regardless of how much money you have made or lost, you can build on this experience and get to your dreams faster than you can imagine. Tell me a little about your experience trading stocks/options/crypto…
1.1.2.1.1. Blowout Billy: I tried trading in the past but because I didn’t have the right strategy I lost a lot of money. Right now I’m looking to start over and find the right strategy.
1.1.2.1.2. Growth Gabby: I’ve invested in the past and have done alright. I’m looking to grow my investments enough that I can use them to get out of the rat race (monthly cash flow)
1.1.2.1.3. Long-term Andy: I have solid investments now and have done pretty good over the last few years. I would like to take my investing to a higher level and see greater returns.
2. Personal Finance
2.1. Debt Crushed Cathy
2.2. 17. Personal Finance Ok, I understand. When I was getting started in my investing career I was over $800,000 in debt. The lessons my Rich Dad taught me help me not only get out of debt but create the life of my dreams. So, let me ask you, when you think about your financial problems would you say...
2.2.1. 17.a Cash Flow is the greatest problem in my life.
2.2.1.1. I have some income from a job or other source that isn't just ssn or disability.
2.2.1.1.1. Poor Paula
2.2.1.2. I don't have another source of income other than ssn or disability.
2.2.1.2.1. Poor Paula
2.2.2. 17.b My debt is the biggest problem in my life right now.
2.2.2.1. debt is a problem, I have decent credit, just can't get ahead of bills. Run out of money every month just to keep living.
2.2.2.1.1. Debt Crushed Cathy
2.2.2.2. debt has ruined me. My credit is terrible and I don't know what to do about it.
2.2.2.2.1. Debt Crushed Cathy
3. Personal Development
3.1. Negative Nelly
3.2. Confidence Carl
3.3. Skeptical Sally
4. Cryptocurrencies
4.1. The new world of investing, welcome. Crypto, blockchain, and alt coins are the new frontier of investing. Just like the wild west, this is the new frontier of investing full of wild opportunities and unknown dangers. Having a personal coach or mentor is critical to learning how to profit from crypto investing. So, please tell me, are you brand new to cyrpto investing or have you experience with these alternative investments?
4.1.1. I'm brand new and am looking to learn the basics and get started.
4.1.1.1. Welcome, you are in the best place and time to learn to trade/invest in crypto. In my experience we all have different wants or needs for investing. If I were to ask your long-term goals with alt investments which of the following is closest to your dreams?
4.1.1.1.1. Crypto-Tommy: I'm very interested in learning all I can in hopes of making alt investing my full time business.
4.1.1.1.2. Crypto-Phil: I'm hoping to use alt investing to offset my risk in traditional investments and proved a new source of income.
4.1.2. I have experience with cyrpto investments and am looking to improve my results.
4.1.2.1. Excellent, you have a head start on the majority of investors who don't understand the opportunities that exist in alt investments. The best part is regardless of how much money you have made or lost, you can build on this experience and get to your dreams faster than you can imagine with cryptos. Please tell me about your experience with trading alt securities.
4.1.2.1.1. Crypto-Billy: I have been trading/investing in cryptos but have not seen the success I want. I need to find the right system to help me reach my goals.
4.1.2.1.2. Crypto-Phil: I've invested and pretty good. I'm looking to learn more and grow my investments enough that I can use them to get out of the rat race.
5. Real Estate Investing | Journey Bucket
5.1. 2.RE.1Great, coaching is the fastest way for you to reach your real estate goals. Tell me, have you completed any real estate investments in the past, or are you new looking to get started?
5.1.1. I currently have, or in the past have invested in real estate.
5.1.1.1. 3.RE.2a Great, so when you think about your real estate investments, which of the following best represents your situation...
5.1.1.1.1. Ready For Success Martin: I have a few real estate deals in the last few years on the side but I am still fighting to get to that point of exponential growth.
5.1.1.1.2. Too Busy Soccer Mom Stacy: I am stuck in the rat race. I need more time. And I need access to more funds for working capital and real estate investing. I need a partner to help me.
5.1.1.1.3. Fear Based Rob: I have dabbled in the past, without success. Now, I'm afraid to move forward alone. I don't want to lose money again. I need someone to show me step by step how to succeed.
5.1.1.1.4. Betty Broker: I am a real estate professional and am looking for help growing my RE business and investments. I want help finding more and better deals. Finding more capital to invest.
5.1.2. I have never completed a real estate investment yet, but am looking forward to my first.
5.1.2.1. 4.RE.2b Great, so when you think about getting started in real estate, which of the following best represents your situation...
5.1.2.1.1. Overwhelmed Ollie: There are so many methods and a lot information about these topics i would like to find somebody that can teach me step by step how to became free with real estate
5.1.2.1.2. Excuses Eric: I want to start in real estate but have little or no money to get started with. I need help finding a way in.
5.1.2.1.3. Motivated Marvin: I am ready to rock! Just pair me with a mentor and I'm a rocket ready to launch.
5.2. Has RE investments 48.72% No money to invest in RE 38.46% Negative Experience 17.95% Wants RE mentor 15.38% RE Broker 12.82% Finding capital 10.26%
6. 5.Biz.1 Business Development (Online & Offline) Journey Bucket Do you currently run and operate a business (regardless of how successful it might be)?
6.1. 6.Biz.2a Type of Business Has Business Congratulations, you have taken a great first step for yourself by starting a business. Now, many different types of businesses are out there and each of them have different needs and benefits. Help me understand your business a little better by choosing which of the following best describes your business…
6.1.1. 7.Biz.3a Traditional Business Situation Traditional storefront/retail type business The bread and butter of small business. Congratulations again, this is not an easy business to start. If I were to ask you how is business going right now for you, would you say…
6.1.1.1. 8.Biz.4a Gary Growth: Excited and optimistic
6.1.1.1.1. Gary Growth Business Growth Plan: Things are good, but what I would really like is a solid growth plan for the future. How am I going to grow my business to meet my goals?
6.1.1.1.2. Gary Growth Online Opportunities: Things are good, but I want to take advantage of all the opportunities online. I’m looking for help creating online strategies for my business.
6.1.1.1.3. Gary Growth New Capital Opportunities: Money! I need to know how to better manage what I have and how to get more money to grow my business.
6.1.1.2. 9.Biz.4b Rebecca Reboot: Little down on the business
6.1.1.2.1. Rebecca Reboot Business Coach: I’ve worked so hard at my business. I feel lost. I need someone to give me a solid growth plan to get it back on track.
6.1.1.2.2. Rebecca Reboot Technical Coach: I need someone to help me with the technical challenges with running a business. Seems the world is moving on without me.
6.1.1.2.3. Rebecca Reboot New Capital Opportunities: I don’t have any money for my business. The bills are piling up and I need help.
6.1.1.2.4. (Time problem, Squirel problem , ESL , Failed, Negative environment)
6.1.2. 10.Biz.3b Online business like blog or shopify/amazon store with products
6.1.2.1. Optimistic Online Ollie: Things are going well. I'm looking for ways to expand and grow even more.
6.1.2.1.1. Optimistic Online Ollie Capital Opportunities: Financial management (Growth capital, scaling the business)
6.1.2.1.2. Optimistic Online Ollie Growth Plan: Growth Plan (Better monitization)
6.1.2.1.3. Optimistic Online Ollie IM products: Potentially just simple IM products like ASK or Loomer or something.
6.1.2.2. Typical Tech Tom: Things have been a struggle. I need help.
6.1.2.2.1. I need startup capital
6.1.2.2.2. I need more time, my work and home life prevent me from having any time to build my business.
6.1.2.2.3. I live in a negative environment
6.1.2.2.4. I just need a confidence boost
6.1.3. 11.Biz. 3c Network Marketing business (Home based business) How would you say things are going for you right now?
6.1.3.1. Good. I'm excited about my networking business and am always looking for ways to help me grow my business.
6.1.3.1.1. MLM Michelle: Excited and optimistic. Always looking for new growth opportunities or new ways to grow my business.
6.1.3.2. Could be better. I haven't seen the results that I was hoping for. I'm looking for a way to make this business work for me.
6.1.3.2.1. MLM Misery Mary: Little down on the business Need a reboot. If you have failed, or scared, or just haven't seen the success this is the solution for you.
6.1.4. 12.Biz.3d Other Business Situation Some other 'business'
6.1.4.1. Other Excited Eric: Excited and optimistic
6.1.4.1.1. growth plan
6.1.4.1.2. online strategies
6.1.4.1.3. Financial management (No money, startup capital, budgeting)
6.1.4.2. Other Down Debbie: Little down on the business
6.1.4.2.1. negative environment
6.1.4.2.2. older need tech support
6.1.4.2.3. Personal development (Time problem, Squirel problem , ESL , Failed, Negative environment)
6.1.4.2.4. Financial management (No money, startup capital, budgeting)
6.2. 13.Biz.2b Novice Business Blocks Waiting to start Will: Has not started business yet
6.2.1. What type of business do you dream of starting?
6.2.1.1. Too Busy Barb Life is just too busy. Between my job, my family, and trying to keep everything together, I just don’t know where I am going to find the time to start my business.
6.2.1.2. Rat Race Randy I just don’t have any money to start. Between paying bills and keeping food on the table, I always have more month than money. I don’t know where I’m going to find the money to start my business.
6.2.1.3. Indecisive Irene I have lots of ideas but I just need that one idea that I can run with. I don’t know where to start, like what is step #1 in starting my business.
6.2.1.4. Scared Sally I was raised so that the risk of starting my own business seems to great. I don’t know if I can do it or not.
6.2.1.5. Alone Allen I want to start a business, only I don’t have any support around me. I would be all alone with no one to help me.
7. Quiz Results and numbers
7.1. Real Estate 31.9%
7.1.1. Has experienced a deal 25%
7.1.1.1. I have done a few real estate deals in the last few years on the side but I am still fighting to get to that point of exponential growth. 51%
7.1.1.2. I am stuck in the rat race. I need more time. And I need access to more funds for working capital for real estate investing. I need a partner to help me. 20.6%
7.1.1.3. I have dabbled in the past, without success. Now, I'm afraid to move forward alone. I don't want to lose money again. I need someone to show me step by step how to succeed. 7.9%
7.1.1.4. I am a real estate professional and am looking for help growing my RE business and investments. I want help finding more and better deals. Finding more capital to invest. 17.3%
7.1.1.5. Other 3.4%
7.1.2. Has never tried a RE deal 75%
7.1.2.1. There are so many methods and a lot information about these topics i would like to find somebody that can teach me step by step how to become free with real estate. 29%
7.1.2.2. I want to start in real estate but have little or no money to get started with. I need help finding a way in. 58.1%
7.1.2.3. I am ready to rock! Just pair me with a mentor and I'm a rocket ready to launch. 11.4%
7.2. Business 28.7%
7.2.1. Yes, currently have a business 43.6%
7.2.1.1. Traditional business (mostly offline, products or service) 42%
7.2.1.1.1. I'm happy with my business but I'm always looking for new opportunities to grow or expand my business. 45.6%
7.2.1.1.2. I'm a little disappointed. My business hasn't lived up to my expectations and I'm looking for some help. 54.5%
7.2.1.2. Digital / Online (eCommerce, software, information products, blogging/podcasting) 24.7%
7.2.1.2.1. I'm happy with my business but I'm always looking for new opportunities to grow or expand my business. 32.9%
7.2.1.2.2. I'm a little disappointed. My business hasn't lived up to my expectations and I'm looking for some help. 67.4%
7.2.1.3. Network marketing/MLM/Direct sales Consulting / Coaching Financial Service Professional (Insurance agent, Realtor, CPA, Financial Advisor, etc.) 23.7%
7.2.1.3.1. I'm happy with my business but I'm always looking for new opportunities to grow or expand my business. 33.8%
7.2.1.3.2. I'm a little disappointed. My business hasn't lived up to my expectations and I'm looking for some help. 66.7%
7.2.1.4. Other 9%
7.2.1.4.1. I'm happy with my business but I'm always looking for new opportunities to grow or expand my business. 46.6%
7.2.1.4.2. I'm a little disappointed. My business hasn't lived up to my expectations and I'm looking for some help. 53.4%
7.2.2. No, I have not started a business yet. 56.6%
7.2.2.1. I don't have time. 7.9%
7.2.2.2. I don't have money. 32.8%
7.2.2.3. I have too many ideas but I don't know where to start. 36.2%
7.2.2.4. I feel starting a business is too risky. 5.9%
7.2.2.5. I don't have a lot of support to help me succeed. 18.2%
7.3. Stocks 17.1%
7.3.1. I’m brand new to trading and investing. 68.5%
7.3.1.1. I want to make a living as a full-time trader. 34.2%
7.3.1.2. I want to get a higher return on my investments than I'm currently receiving. 20.9%
7.3.1.3. I would be happy to make an extra few hundred dollars every month investing in stocks. 45.6%
7.3.2. I have some experience trading / investing in the stock market and/or cryptocurrency. 23.5%
7.3.2.1. I tried investing in the stock market before but I lost money. Now, I'm looking to start over with the right strategy. 34.5%
7.3.2.2. I've had a little success investing before, but now I'm serious about making stock investing a full-time gig. 34.9%
7.3.2.3. I'm doing ok with my portfolio but I want to get a higher return on my investments than I have in the past. 30.8%
7.4. Personal Finance 17.8%
7.4.1. I have poor money management habits. 59.4%
7.4.1.1. I earn ordinary income through a job or alimony. (I get money from sources other than Social Security or disability.) 76.9% Personal Finance Poor Paula
7.4.1.2. I have no income at the moment. I am between jobs or otherwise unable to work. 24.4% Personal Finance Poor Paula
7.4.2. I have a lot of debt. 40.9%
7.4.2.1. Debt is a big problem. I can't seem to get ahead of the bills and I feel like I'm out of money every month. 78.5% Personal Finance Debt Crushed Cathy
7.4.2.2. Debt has ruined my life. I am constantly getting hit with late fees and my credit has been ruined because of it. 21.9% Personal Finance Debt Crushed Cathy
7.5. Cryptocurrencies 4.8%
7.5.1. I'm brand new and am looking to learn the basics and get started. 83.6%
7.5.1.1. I'm very interested in learning all I can in hopes of making alt investing my full time business. 51.9%
7.5.1.2. I'm hoping to use alt investing to offset my risk in traditional investments and proved a new source of income. 48.8%
7.5.2. I have experience with cyrpto investments and am looking to improve my results. 16.6%
7.5.2.1. I have been trading/investing in cryptos but have not seen the success I want. I need to find the right system to help me reach my goals. 59.3%
7.5.2.2. I've invested and pretty good. I'm looking to learn more and grow my investments enough that I can use them to get out of the rat race. 41%
8. RE Specific Quiz
9. Real Estate Investing Version 2 | Journey Bucket
9.1. 2.RE.1Great, coaching is the fastest way for you to reach your real estate goals. Tell me, have you completed any real estate investments in the past, or are you new looking to get started?
9.1.1. I currently have, or in the past have invested in real estate.
9.1.1.1. 3.RE.2a Great, so when you think about your real estate investments, which of the following best represents your situation...
9.1.1.1.1. Ready For Success Martin: I have a few real estate deals in the last few years on the side but I am still fighting to get to that point of exponential growth. I am stuck in the rat race. I need more time. And I need access to more funds for working capital and real estate investing. I need a partner to help me.
9.1.1.1.2. Fear Based Rob: I have dabbled in the past, without success. Now, I'm afraid to move forward alone. I don't want to lose money again. I need someone to show me step by step how to succeed.
9.1.2. I have never completed a real estate investment yet, but am looking forward to my first.
9.1.2.1. 4.RE.2b Great, so when you think about getting started in real estate, which of the following best represents your situation...
9.1.2.1.1. Overwhelmed Ollie: There are so many methods and a lot information about these topics i would like to find somebody that can teach me step by step how to became free with real estate
9.1.2.1.2. Excuses Eric: I want to start in real estate but have little or no money to get started with. I need help finding a way in.
9.1.2.1.3. Motivated Marvin: I am ready to rock! Just pair me with a mentor and I'm a rocket ready to launch.