Darrick Boyes Business Background Questionnaire

This questionnaire is designed to accomplish two things: (1) to help me determine if there is a good fit between you, your business goals and my coaching services, and (2) to help make our initial coaching session as productive as possible. This questionnaire includes general questions about your goals and ownership/leadership style, as well as specific questions relating to your business. It is important for you to be honest and answer the questions as accurately as possible.

Name

First NameLast Name

E-mail*

Mobile Number

Work Number

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Your Business

1. What Type of business are you in?

If Other please list:

2. Please list the specific types of products and services you provide for your customers.

3. How long have you been in business?

4. How did you acquire the business?

5. Who, other than yourself, is involved in the decision making of your business?

Spouse, Business Partner or other (give name)

6. Please describe your main challenges. What is holding you back? Be specific.

7. How many hours per week, on average, do you currently work?

8. How do you feel about working this many hours?

Your Marketing

1. Why would a customer buy from you and not your competition? What makes you unique?

2. How do you generate leads for your business? Please provide estimated percentage.

	Percentage
Yellow Pages
Local Paper
Direct Mail
Referrals
Walk-ins
Radio
Television
Catalogues
Flyers
Daily Newspaper
Telemarketing
Face to Face Calls
Magazine Ads
Internet Ads
Other

3. What is your conversion rate (i.e., what % of leads actually buy from you)?

4. Is you conversion rate estimated or measured?

EstimatedMeasured

Your Sales Goals

1. What revenues and profits has your business generated in the past and what are you projecting for future years? (Note: This is completely confidential and will not be shared with anyone.)

	Revenue	Profit
Historical 2021
Historical 2022
Pro Forma 2023
Projected 2024

2. What percentage growth do you expect to see in the next 12 months?

3. How do you see this growth being achieved?

You as Business Owner

1. What percentage of your time, on average,do you devote to the following activities?

	%
Strategic Planning
Business Development & Marketing
Day to Day Operations or tactical requirements
Trouble-shooting & fighting fires
Other

2. On a scale of 1 to 10, please rate your "Skills" where 10's are your strongest skill and 1's your weakest skill. Also, rate your interest where 10's are where you need to learn the most and 1 the least.

	Skills	Interests
Leadership
Marketing
Sales
Finance
Operations
Strategic Planning
Goal Setting
Customer Service
Decision Making
Employee Development

3. Please describe your strengths as a business owner.

4. Please describe the areas where you need improvement as a business owner.

5. What are the biggest frustrations you have with your business?

6. What are your hobbies ? How do you spend your time outside of work?

7. If you had enough time and financial resources to do anything you choose, how would you spend your time outside of your business?

8. Which ONE statement best describes you?

I am an action-oriented person who is most comfortable when in charge.I am a people person who values friendships in work relationships and likes to build consensus.I am calm and cool under pressure... I like to make logical rather than emotional decisions.I like to study lots of information before making any decisions.

Your Team

1. How many employees, on average, have you employed in the past

	# of Employees
Currently
1 Year ago
2 Years ago

2. What team or staff challenges are you currently facing on a regular basis?

3. If you could make any changes to your team, what would they be and why?

Coachability

1. If there was one thing you could change about your business in the next 90 days, what would it be and why?

2. Is there any additional information that you feel would be valuable for our discussion?

3. Are you coach-able?