Meeting Prep
The following questions will help me prepare and keep our first meeting more productive and efficient. If you are uncomfortable answering a question, feel free to leave it blank. *All information provided is protected and kept strictly confidential.
Are you the owner of the business?
Yes
No
I am one of multiple owners
What is your position/title in the business?
Other than yourself, how many people are employed here?
How long has the business been operating?
It's in the planning stage. I hope to open my business soon!
1 year or less
1-3 years
3-5 years
5-10 years
10+ years
What are your primary products or services?
What were your total sales last year?
$0-$100k
$100k-$300k
$300k-$500k
$500k-$1M
$1-$5M
$5-10M
$10-20M
Other
Is your profit margin what it should be for your industry?
Yes
Barely
No
I'm not sure
What is the one area (only 1) that if focused on would have the MOST IMPACT on your business right now?
Strategic Planning
Marketing
Sales
Customer Service/Experience
Human Resources (hiring, firing, training, culture, retention, etc.)
Business Systems and Efficiency
Exit and Succession Planning
Financial Management
Leadership
Personal Effectiveness
Stress, Overwhelm, Burnout, or Motivation
Other
What is your primary objective with your business at the moment? What would you change right now if you could?
What is keeping you from accomplishing this?
What would you like to do or accomplish with your business in the next 1-2 years?
What would keep you from accomplishing this goal in the next 1-2 years?
Have you worked with a business coach before?
Yes
No
Name
*
First Name
Last Name
Business Name
Email
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
Please verify that you are human
*
Submit
Should be Empty: