• 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.

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.

  • Your Business

  • Your Marketing

  • 2. How do you generate leads for your business? Please provide estimated percentage.
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  • 4. Is you conversion rate estimated or measured?

  • 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.)
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  • You as Business Owner

  • 1. What percentage of your time, on average,do you devote to the following activities?
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  • 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.
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  • 8. Which ONE statement best describes you?

  • Your Team

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

  • Should be Empty: