Business Coaching Intake Form

Business Coaching Intake Form
Client's Name*

First NameLast Name
Client's Phone Number*
Client's Email Address*
example@example.com
Client's Address or Company Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of Birth

MonthDayYear
Date
Company Name*
Occupation
Marital Status

SingleMarriedDivorcedWidowed
Business related questions
Please describe your company*
What are your motivations in doing or starting this business?
Does your business have a clear vision and mission statement?*

YesNo
Is your business properly structured?*
What did you learn when you started running your business?*
What are your favorite parts of your business? Please list them below.*
Please share the biggest success of your business*
Please share the challenges and obstacle your business is currently facing*
After 6 months, how do you see the condition of your business?*
After 12 months, how do you see the condition of your business?*
What do you typically do when you become “stuck” in running your business? *
What are your products and services?*
How do you differ from your competitors?*
How do you gain clients? How do you generate leads?*
What are your marketing and advertising strategies?*
What are the software or web applications you're using to manage your data, sales, and marketing? Please list them all below.*
How do you support your customers?*
Where do you feel you need the most assistance in your business?*
If you need assistance structuring your business, I STRONGLY recommend you purchase The Business Mogul Workbook at https://www.thebusinessmogulworkbook.com. This will give you clarity on your business needs to allow maximum productivity during your consultation.

Consultation and bundle prices can be found at https://synergizingresultsllc.com/shop/
Signature

Clear
Date Signed

MonthDayYear
Date
Should be Empty:

Business Coaching Intake Form

Business related questions