One on On Coaching Application - Business Snapshot

1 on 1 Travel Business Coaching Application with Ariane Henry - Business Snapshot Questionnaire
Name*

First NameLast Name
Business Name*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*

Area CodePhone Number
Email Address*
Business Website (if you have one)
Business Instagram (enter as @your_instagram_name)
Business Facebook (enter a direct link)
Business Pinterest (enter a direct link)
Other Social Media Accounts for Your Business:
Business Type:*

Sole ProprietorshipPartnershipIncorporationOther
Agency Model:*

Agency OwnerAgency ManagementAgency Advisor (Salaried Employee)Independent Advisor (Under a Host Agency)Other Travel Business OwnerOther
What times/days of the week work best for you for coaching calls?*
Please answer the following questions as honestly as possible. There is no judgement by how you answer. These answers give me an accurate snapshot of how you feel about your business right now and where you would like to see improvement.

Please answer the following questions from a scale of Strongly Disagree to Strongly Agree.

Strongly Disagree (1), Slightly Disagree (2), Neutral (3), Slightly Agree (4) & Strongly Agree (5)

1. I prefer to learn by seeing and doing*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

2. I am structured and well organised*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

3. I work hard to make sure my business is a success*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

4. Sometimes I feel like I don't know where to start with social media*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

5. I am open to other's opinions on better ways to run my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

6. I will commit to complete assigned work between coaching sessions*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

7. I am open to feedback*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

8. I need someone to keep me accountable to my business goals*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

9. I feel like blogging is a challenge (writing, coming up with blog ideas, SEO, etc)*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

10. I'm happy with how my website looks and feels*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

11. My business branding is a strong statement of what I do and is consistent (website, social media, business cards, etc)*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

12. I feel like I know where I need to improve my business overall*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

13. I see the growth potential of my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

14. I am currently happy where my business is at this point in time*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

15. I am growth driven (money, sales, etc)*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

16. I am a numbers person and love doing my own accounting *

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

17. I would rather hire someone to do a task if I know I'm not good at it or if I could be focusing my time elsewhere*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

18. I am confident in using social media *

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

19. I need help with organizational skills (planning days, work/life balance, controlling my schedule, "to-do-lists", etc) *

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

20. I say "yes" too often to my team or clients and sometimes regret my decisions*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

21. I sometimes discount my services to friends or potential clients who say they can't afford my services or products *

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

22. I have an email list (using Mailchimp, FloDesk, etc)*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

23. I am comfortable with email lists, campaigns, capturing emails and already use these effectively in my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

24. I can run my business with my current staffing levels effectively*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

25. I am looking at adding members to my team in the next six months*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

26. I use a team organizational app like Slack to keep my team on track*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

27. I am goal oriented*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

28. I have a clear vision for where I want to see my business in the future*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

29. I work too much on my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

30. I need help with finding ways to growing my clientele*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

31. I have a system for invoicing/billing customers & clients*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

32. I have a system for keeping track of my customers & clients information and interactions/orders (CRM)*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

33. I have a marketing plan and calendar*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

34. I use (and I am comfortable using) digital marketing programs such as Canva, etc*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

35. I know how to effectively use hashtags and keywords*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

36. I am clear on my priorities when it comes to my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

37. I am happy with my current pay cheque from my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

38. I am happy with the current income my business is bringing in*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

39. I have a workflow for my business when it comes to client interactions*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

40. I feel like sometimes I'm being dragged in different directions by tasks within my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

41. I use a "to-do-list" or other organizational program to keep me on track*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

42. I am comfortable using Instagram*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

43. I am comfortable using Facebook*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

44. I am comfortable using Pinterest*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

45. I enjoy writing content for my business (blog posts, website content, promotional materials, etc)*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

46. My products/services are priced accordingly for the market*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

47. I would like to charge more for my products/services*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

48. I have a formal written business plan for my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

49. I have a clear mission statement for my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

50. I am excited to have someone help with solutions and suggestions for my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

51. I have healthy boundaries in my personal life and in my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

52. I sometimes feel overwhelmed with my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

53. I actively use sales funnels in my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

54. I understand how to use sales funnels within my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

55. I know my purpose within my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

56. I'm passionate about what I do*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

57. I regularly feel like I'm not qualified/doubt my skill set when working with clients*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

58. I have a daily routine in my personal life and my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

59. I have a strong support system at home or friends who cheer me on*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

60. I take time for myself everyday*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

61. I have a positive mindset in my personal life and in my business*

	1	2	3	4	5

1 is Strongly Disagree, 5 is Strongly Agree

How many staff do you currently have (including yourself)?*
How many hours per week do you typically work in/on your business?*
How do you currently identify within your business?*

Part-Time but still working a "9 to 5" job, working on your business after hoursFull-Time in your business but still working another job for financial stabilityFull-Time, fully dedicated to your business, no other income
In 2022, was your business in a profit or loss?*

ProfitLossBroke EvenNew Business/Did not exist in 2022
In 2023, was your business in a profit or loss?*

ProfitLossBroke EvenNew Business/Did not exist in 2023
In 2024, was your business in a profit or loss?*

ProfitLossBroke EvenNew Business/ Did not exist in 2024
In 2025, is your business so far in a profit or loss? (Projected is fine):*

ProfitLossBroke EvenNew Business
Are you part of any networking groups?*

YesNo
Please explain your learning style and any tips for effectively communicating that you prefer:*
What are your current challenges within your business?*
Where would you like to see your business in 1 year?*
Where would you like to see your business in 5 years?*
Have you heard of S.M.A.R.T goals before?*

YesNo
Which business related apps or programs do you currently use in your business? (Word/Pages, Excel/Numbers, Quickbooks, Wave App, SalesForce, Hootsuite, Canva, Photoshop, Lightroom, Slack, Tern, Travefy, etc).*
How are your clients currently finding your business? (Social media, google, word of mouth, etc):*
Explain a typical customer interaction, from them inquiring to purchasing your service/product (phone/email, if you do a consultation, quotation, contract/booking):*
Do you charge service fees/travel professional fees? If yes, please describe your method (hourly, per trip, per year membership, etc). If no, please let me know why you currently are not charging fees:*
What have you tried (courses, webinars, other coaching programs, etc) that haven't worked for you personally and/or in your business and why?*
If deemed to be a good fit and selected into her program, I am committed to business coaching and consulting with Ariane. I understand that I will be provided with a consulting contract which I will sign and will provide full payment for my chosen business coaching program before the program will begin. Disclaimer: The information provided in coaching sessions is intended for educational purposes only and should not be considered as legal or financial advice. The legal and operational requirements for starting and running a travel advisor business can vary depending on your location and individual circumstances. It is highly recommended that you consult with a professional, such as a lawyer or accountant, to discuss your specific situation and ensure that your business is properly structured and compliant with all applicable laws and regulations. Always seek professional guidance to make informed decisions regarding your business setup.*

I agree
Which coaching package are you interested investing in?*

Gold Package - $3333 - 14 Sessions (1 Hour, One on One Session Weekly x 14 Weeks)Silver Package - $1888 - 7 Sessions (1 Hour, One on One Session Bi-weekly x 14 Weeks)Bronze Package - $888 - 3 Sessions (1 Hour, One on One Session, Once Every Four Weeks)Social Media Training Package/Monthly Coaching Package - $1111 - 4 Sessions (1 Hour, One on One Session Weekly x 4 Weeks)
Please verify that you are human*
Should be Empty: