Laurel Hillton Business Coaching Intake Form
Client's Name
First Name
Last Name
Client's Phone Number
Format: (000) 000-0000.
Client's Email Address
example@example.com
Client's Address or Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Occupation
Company Name
Business related questions
What is your ideal client? Please describe them briefly.
Does your business have a clear vision and mission statement?
Yes
No
What did you learn when you started running your business?
What are your favorite parts of your business? Please list them below.
Please share the challenges and obstacle your business is currently facing
What do you typically do when you become “stuck” in running your business?
Please describe your company
What are your products and services?
How do you gain clients? How do you generate leads?
What are your marketing and advertising strategies?
Signature
Date Signed
-
Month
-
Day
Year
Date
Submit
Should be Empty: