Your Business Road Map

This short form will help us understand your business, your goals, and the opportunities ahead. Your answers give us everything we need to build a clear, personalised strategy for growth, covering your marketing, sales, client journey, and long-term vision. It should take around 10–15 minutes to complete, and you can save your progress at any time.

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Before You Start

Before you start

Some of the questions in this form may take a little time and thought.

If you would prefer to work through them at your own pace, you can download a copy of the full Business Road Map questions first.

How to use it:
1. Open the Business Road Map questions using the link below
2. Click File → Make a copy to save your own version
3. Complete the questions in your own time
4. Return to this form when ready and submit your final answers

There are no right or wrong answers. Clear, honest responses help us create the best possible strategy for you.

Download the Business Road Map questions

Name

Website

Section 1. Introduction & Business Overview

Tell us about your business, what it’s called, where you’re based, and what you do.

This helps us understand your brand, location, and main service.

What’s your role in the business? Do you have a team? If yes, what do they do?

This helps us understand responsibilities and who is involved.

Why did you start this business? What’s the personal story behind it?

A little background helps us capture your motivation and message.

Section 2. Vision, Mission & Values

What’s your long-term vision for your business?

Describe the impact you want to make.

What’s your mission for the next 1–3 years?

Think of key targets or goals.

What core values guide how you run the business and work with clients?

These shape your culture and how you work with clients.

Section 3. Where You Are Now

How many clients are you currently working with?

What’s your average monthly revenue right now?

What are your main goals for the next 12 months?

Growth, retention, new offers, revenue, etc.

What challenges are making it hard to reach those goals?

Examples: competition, low leads, systems, time, etc.

Section 4. Your Ideal Clients

In one sentence, who do you help?

Example: “Men aged 40–55 with busy office jobs who want to lose belly fat and tone up.”

Ideal client details: name, age, location

Example: “Sarah, 42, lives in Wexford.”

Lifestyle, family, and job

Example: “Works in admin, married with two kids, struggles for time.”

Fitness level and main goals

Example: “Beginner, wants to improve strength and reduce aches.”

Biggest pain points or frustrations

Example: “Intimidated by gyms, unsure where to start, worries about injury.”

What transformation do they want (physical and emotional)?

Example: “More energy, less pain, and feeling confident in clothes again.”

Objections or hesitations that might stop them from joining

Example: cost, time, fear of not keeping up.

Have you worked with people like this before? Any success stories?

Share any clients who fit this profile and got good results.

Section 5. Products & Services

What are your core products or services right now?

Example: “6-week kickstart, small group PT, nutrition coaching.”

How do they help your clients solve their problems or hit their goals?

What are the biggest benefits (physical and emotional) that clients experience with you?

Do you have ideas for future products or programmes you’d like to develop?

Example: online coaching, corporate wellness programmes.

What’s your main front-end offer or intro programme for new clients?

Do you offer any guarantees, trials, or bonuses to reduce risk for new clients?

Section 6. What Makes You Different

What makes your business different from other fitness options locally?

Think about your style, structure, environment, or results.

Do you have a signature method, approach, or philosophy?

What results are you known for? What do clients often praise you for?

Section 7. Marketing & Lead Generation

How do most clients find you right now?

Example: word of mouth, Facebook ads, Google search.

Which marketing platforms, tools, or channels are you using?

What’s worked best for bringing in new leads?

What hasn’t worked, and why do you think that was?

Do you run any paid ads? If so, on which platforms?

How are you currently using Google Business Profile and reviews?

Section 8. Sales Process & Client Journey

When someone shows interest, what happens next? Walk me through your sales process.

Once they sign up, what’s your onboarding process?

How do you keep clients engaged and motivated long-term?

Do you have a referral programme or strategy to encourage word-of-mouth?

Section 9. Objections & Trust Building

What are the most common objections you hear in sales conversations?

How do you address these objections?

What proof, stories, or testimonials do you use to build trust?

Section 10. Content & Social Proof

How are you currently collecting and using client success stories or testimonials?

Do you share before/after results, milestone achievements, or case studies?

Section 11. Systems, Automation & Support Needs

What systems or tools (manual or automated) do you use to manage leads, clients, and communication?

Where could automation or better processes save you time or improve results?

What kind of marketing, tech, or business support would help you the most right now?

Section 12. Future Vision & Opportunities

If resources were unlimited, what would your ideal client experience look like?

Example: fully equipped space with in-house physio, nutritionist, and recovery zone.

What opportunities do you see for improving your marketing, sales, or service delivery?

How would you like your business to be perceived in your market?