DM Alliance Onboarding Questionnaire

Before I can help you multiply your results, I need to know exactly where you stand and where you want to go.

Every member of the Deal Maker Alliance joins for a reason. Some want to grow faster. Some want to sharpen their circle. Some want to play the game at a level they’ve never touched before.

Whatever your reason, this is where we begin.

These questions were carefully selected to uncover exactly what you need and what’s been holding you back. Your answers will shape everything we do with you from here on out. So take your time. Be real. Be thorough.

And just so you know, I’m the only one who will read your answers.

This is not busy work. This is your blueprint. Expect it to take about 30 minutes.
Give it your full attention, and we’ll give you the firepower to make the next 12 months your most profitable yet.

Let’s get started.

Mark Evans DM

1→ Please enter your contact information

First Name *

Last Name *

Phone *

Organization *

Email *

2→ Please enter your current address

We will be shipping you a member welcome package to this address

Address

Suite/Unit Number

City *

State *

Country *

Postal code *

4→ What kind of companies/industries? *

5→ What is your main website? *

10→ Which partner has the final say in decision making?

12→ Would you feel confident leaving your staff in charge while you took an extended break/vacation (2 weeks or longer)?

Yes

13→ Do you think your company is structured in a way that supports long-term scalability and/or a potential sale/exit?

Yes

16→ What channels do you currently market on? Choose all that apply

17→ What’s stopping you from increasing your marketing budget?

18→ What were your gross sales last calendar year?

19→ What was your gross profit last calendar year? *

20→ As the owner, what did you take home in net profit last year?

21→ Do you currently work with any professional in these industries?

Financial advisor

Tax Strategist

Wealth Manager

24→ What are your target gross sales for 2025? *

25→ What do you want your gross profit to be in 2025? *

26→ What’s your goal for net profit (what you take home) in 2025? *

28→ What are a few of your biggest business goals for the next 12 months? *

29→ What’s the biggest challenge keeping you from reaching these goals? *

30→ What kind of support, resources, or connections would help you get to your business goals faster? *

31→ What’s one major decision you’ve been putting off in your business that you know you need to make? *

32→ Are there any specific industries or businesses you’d love to connect with? And why them? *

34→ What’s one major personal or lifestyle goal you want to achieve alongside your business success? *

35→ How many hours per week do you currently work? And is that more or less than you’d like? *

36→ If money wasn’t a factor, how would you spend your time differently?

38→ What's your standard hat size?