LET'S START WITH THE BIG PICTURE

What would you like help with?

Choose every area that feels relevant right now.

Checkbox 201 Finding a clear strategyReplace this supporting copy. Checkbox 202 Trading more consistentlyReplace this supporting copy. Checkbox 203 Managing risk betterReplace this supporting copy. Checkbox 204 Getting expert accountabilityReplace this supporting copy.

We will tailor the next questions to the areas you select.

A QUICK INTRODUCTION

What should we call you?

Add the final wording from the client here.

First nameLast name

Your answers stay in this browser while this page is a skeleton.

YOUR EXPERIENCE

How long have you been actively trading?

Select the answer that is closest to your experience.

I'm just getting started1–3 years3–5 yearsMore than 5 years

This helps set the right starting point for the conversation.

CURRENT CHALLENGES

What gets in the way most often?

Choose any challenges that apply.

challengeI hesitate on entries or exitschallengeI do not have a repeatable set of ruleschallengeEmotion changes my decisionschallengeThere is too much information to filter

The final questions can branch from these choices once the copy is approved.

YOUR PRIMARY GOAL

What outcome matters most to you?

Pick one primary outcome for this assessment.

Build a repeatable systemPlaceholder explanation.Improve consistencyPlaceholder explanation.Protect capitalPlaceholder explanation.Trade with more confidencePlaceholder explanation.

A single priority keeps the result focused and easy to understand.

YOUR CURRENT SETUP

Which description best fits your current setup?

These are placeholder answer ranges for the client to replace.

Learning before committing capitalTrading a smaller personal accountManaging an established accountTrading as a primary profession

This step can be removed or rewritten without changing the layout.

TIME AND SUPPORT

How much time can you commit each week?

Select the most realistic range.

Less than 2 hours2–5 hours5–10 hoursMore than 10 hours

The client can decide whether this answer affects qualification or only personalization.

ONE LAST DETAIL

What should our team understand about your goals?

A sentence or two is enough.

0 / 20 characters minimum

This step supports a 20-character minimum, matching the reference flow.

YOUR PERSONALIZED NEXT STEP

Where should we send your assessment?

The final integration destination will be added after the client confirms it.

Email address

Skeleton mode: completing this step does not transmit or store data.

SKELETON COMPLETE

The assessment flow is ready for final content.

No information was sent. Connect the approved CRM, email platform, or Webflow form when the copy and qualification rules are final.

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