Existing Business Assessment Form

EXISTING BUSINESS ASSESSMENT FORM

THIS QUESTIONAIRE IS REQUIRED WHEN SCHEDULING YOUR COACHING SESSION. IT IS VERY IMPORTANT THAT YOU SHOW UP AT THE SCHEDULED TIME. IF YOU DON'T SHOW UP OR CONTACT US, YOU LOSE THE CHANCE TO RESCHEDULE.
Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Country*
What is Your Age
Marital Status
Name of Business*
Business Website Address
Length of Time in Business*
Type of Business Entity*

LLCCorporationPartnershipSole ProprietorNo business formed with the StateOther
Type of Business Operation*

On-line BusinessBrick and Mortar BusinessProduct Sales BusinessService BusinessWork from homeOther
Number of Employees?*
Brief Description of Products or Services Provided*
What is Your Estimated Monthly Business Income?*
What is Your Estimated Monthly Business Expenses?*
What are Your Short-term Business Goals?*
What are Your Long-term Business Goals?*
What is the Main Obstacle Keeping You From Reaching Your Business Goals?*

Proper formation of my business entity (i.e. LLC, Corporation, etc)Lack of funding for future growthLack of revenue/salesLack of Proper ManagementLack of EmployeesNo Banking EstablishedMonthly Financial RecordkeepingNeed help in setting business goalsOperational System DevelopmentNo Auditing ProcessReporting of TaxesOverall Business CoachingAdvertising/MarketingHaving an on-line presenceOther
In your own words, other than what you have checked above, how can we help you meet your business needs?
Are you Knowledgable in the Other Investment Areas?*

HomeownershipReal Estate InvestingStocks and BondsCryptocurrencyInsurance Options (i.e. Aunnities)Banking Options (i.e. Money Market and CDs)Business OwnershipOther
What is Your Ideal of a Successful, Thriving Business?*
On a Scale of 1-5 (5 being the highest) how Serious are you About Utilizing Coaching to help you in reaching your business goals?*
How did you hear about us?*
Should be Empty:

EXISTING BUSINESS ASSESSMENT FORM