Work-Life-Inclusion-Assessment

1

Where are you at with taking regular breaks and lunch?* This field is required.

I don't take breaks

Take 1 break a day

Take lunch at my desk

Take 2 breaks and lunch at my desk

Take 2 breaks and lunch NOT at my desk

2

How much water do you drink daily?* This field is required.

What's water?

One glass or 500ml bottle

Two glasses or 500ml bottles

Three glasses or 500ml bottles

Four or more glasses or 500ml bottles

3

Type a question

4

How much sleep do you get on average?* This field is required.

Four hours or less

Four to six hours

Six hours

Six to eight hours

Eight or more hours

5

How do you manage stress?* This field is required.

Drink, shop or other to excess

Shopping therapy

A few beers or bets

Talk to someone

Meditation or exercise

6

Of the following sales and lead generation processes, which have you considered automating - or have already done so?* This field is required.Choose the 3 that you're strongest with.

Lead generation

Customer relationship management

Social Media and/or Blogging

Appointment setting

Follow-up alerts & notifications

Backing up your office computer system

Running Payroll

Other

7

Delegation is a form of automation, but you have to know where to source reasonably-priced talent for your team. Do you have a team or at least an assistant?* This field is required.

YESNO

8

Have you developed systems (or routines) in your business activities that save you time?* This field is required.

Yes

No

Some

No clue how

Other

9

Do you have a vision of where you want to go with your business activities over the next few years?* This field is required.

YESNO

10

Where would you like to see your income land this year?* This field is required.

Under $20,000

$20,000 - $40,000

$40,000 - $60,000

$60,000 - $80,000

$80,000 - $100,000

$100,000+

11

What do you need the most help with to get there?

Creating a strategic plan

Just getting started!

Accountability

At a plateau & want to grow

Failure to launch, want to try again

Other

12

Are you willing to financially invest in accountability for your work-life balance, for the growth of your business and the protection of your health?

Yes

No

Yes, but not right now

13

Full Name* This field is required.

First Name

Last Name

14

Email

example@example.com

15

Phone Number

Area Code

Phone Number

16

How do you prefer to be contacted?* This field is required.

Call

Text

Email

No contact please

17

Thanks so much for taking the time to share your situation with me.

Your results are on the following page, and your full assessment results will be emailed to you at {email}.

I appreciate your honesty on this assessment {fullName20}. And I'm looking forward to meeting you online and getting started on that financial goal that you've set.

Coach Trish:-)

18

ScoreThe following is your total score out of 50. You'll receive a copy of your full assessment by email