Emotions Audit

Onboarding Form
The purpose of this form is to provide essential data regarding you and your business to better acquaint your coach at the onset of the program.

This is not your typical "tell me your revenue, goals & challenges" questionnaire. In this program, we're going to be focusing on you - because once we get you to a place where all of the mental "sludge" is cleared out, your decision making and vision for your business and life will be much clearer.

You'll be asked a few questions in this form that may seem "out of the ordinary" and may even make you uncomfortable. The reason being - many times, the mental "sludge" that an entrepreneur deals with is outside of the scope of the business.

The purpose of this program is to make lasting shifts in YOU, which will make lasting shifts in your business and your life.

"Change is hard at the beginning, messy in the middle and gorgeous at the end." — Robin Sharma
Name*

First NameLast Name
Email*
example@example.com
Phone Number*

International CodePhone Number
T-Shirt Size
Occasionally we will send out unique swag, so we need your size to make sure we send you right size.
Birthday

DayMonthYear
Date
Todays Date*

DayMonthYear
Date

PART 2: YOUR BUSINESS(S)
What business industry are you in? Examples: Coaching, Consulting, Advertising Agency, Real Estate etc.*
In one sentence, tell us who your ideal client(s) is (Only if your business serves clients/consumers). *
Example: I work with single moms who want to get into real estate investing. You should be able to articulate this clearly and concisely.
Please list out your current offers (and/or businesses) in the following format: Offer Name, Length and Program Type, Program Deliverables, Investment, Ideal Client, Program Promise*
Offer Name: Length: Program Type: Deliverables: Investment: Ideal Client: Program Promise:
Do you have a team? If yes, How many members? How would you describe your team dynamics?*
What are your largest business challenges right now? What have you tried to solve them? Please explain in detail*
What is your current monthly revenue? (INCLUDE CURRENCY)*
Where do you want to take this business(s) in the next 12 months? (revenue, team members, profit, etc.) What is your vision?*
Website(s)*
What CRM (Customer Relations Management Software) are you using if any?*

PipedriveGohigh levelHubspotSales ForcesOther
What is your current method for acquiring customers? (Word of mouth, Facebook Ads, SEO, LinkedIn, YouTube Ads, Facebook Group, DM's)*
Anything else you'd like us to know about your business(s)?*
What do you want to get out of this program? What is most important to you?*
Should be Empty:

Onboarding Form