Rose's Reelz
Business Coaching Assessment Questionnaire
Client Details
Business Name
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Client Name
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First Name
Last Name
Email Address
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example@example.com
Business Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Facebook/Instagram URL (if applicable)
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Your Business
What type of business are you in?
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Professional Service
Manufacturing
Retail
Wholesaler/Distributor
Other
Please list specific types of products and/or services you provide for customers.
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How long have you been in business?
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1-2 years
3-5 years
6-9 years
10+ years
How did you acquire this business?
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Started
Bought existing
Franchised
Inherited
Other
What best describes your work situation right now?
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Unemployed
Currently employed and looking to start my own business
Self-employed and looking to grow my personal business (less than $10k in monthly revenue)
Self employed doing more than $100k per year in revenue and looking to scale my business, hire employees, and grow to $20k+ per month
Business owner currently doing $20k per month and looking to grow my business to $1M a year plus
What has kept you from starting/growing your business up until now?
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Doubt or fear
Time or inability to commit
No financial resources to invest
Would rather learn from an experienced team and not go at it alone without a road map
Who, other than yourself, is involved in the decision making of your business?
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How many hours per week do you currently work on average?
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0-15
15-30
30-40
40-50
50+
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Your Marketing
Why would a customer buy from you and not your competition? What makes you unique?
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How do you currently generate leads for your business?
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What is your conversion rate (i.e., what % of leads actually buy from you)?
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Is your conversion rate estimated or measured?
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Estimated
Measured
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Your Sales Goals
Reminder: this information will remain completely confidential, and is important to us in identifying any trends over the years.
What gross revenues has your business generated in the past 2 years and what do you project for the current year? *put N/A if not applicable
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Rows
Not Satisfied
This Year Estimated Revenue
Last Year's Revenue
Revenue from 2 Years Ago
What percentage of growth do you expect to see in the next 12 months?
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How do you anticipate achieving this growth?
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What are you hoping Mitch & the Rose's Reelz Team could help you with at this point?
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Coaching is a commitment and investment from you and the team at Rose's Reelz. Which scenario best describes your situation concerning time and financial resources to start coaching?
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I have the funds saved, and the time to commit
I have an existing line of credit, and the time to commit
I have no funds saved and no existing line of credit, but want to take the steps to start
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Yourself as a Business Owner
What percentage of your time, on average, do you devote to the following activities:
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Rows
%
Strategic Planning
Business Development and Marketing
Day to day operational or tactical requirements
Trouble-shooting and fighting fires
Other
On a scale of 1 to 10 (10 being the highest), how would you rate yourself in these categories?
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Rows
Skills
Leadership
Marketing
Sales
Finance
Operations
Strategic Planning
Goal Setting
Customer Service
Decision Making
Employee Development
What are your hobbies outside of your business?
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Your Team
How many employees, on average, have you employed in the past 3 years?
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Rows
#
Currently
1 year ago
2 years ago
What team or staff challenges are you facing on a regular basis?
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If you could many any changes to your team, what would they be? Why?
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Coachability
If there was one thing you could change about your business in the next 90 days, what would it be? Why?
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Is there any additional information you feel would be valuable for our discussion?
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If you could apply any of these options to your business, what would they be?
Check all that apply, in each category.
Sales & Marketing
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Having turn-key, persuasive and inexpensive ways to generate more leads and prospects for my products and services
A step-by-step marketing plan that significantly increases new customers, revenues, and profits, without taking all my energy away from the day-to-day business
Creating customer focused advertising, marketing and online strategies to draw willing buyers to my business every week
Finding the most effective sales appeal for my products and services that uniquely set my business’s head and shoulders above my competition
To build a more motivated, professional and profitable sales and/or telemarketing forcethat creates a stronger sales conversion and average sale value
Having strategies that compel my former and even inactive customers to come back and buy from me again and again
Boosting the average sale value and creating a far better sales result from every customer we are already doing business with
Introducing new and more profitable product lines or services to win new customers and extend the value we provide our existing ones
Team Building & Leadership
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To help me find or re-find my passion and get my heart and mind focused back on enjoying the tasks of running and building the business again
Helping me develop and build strong leadership skills and attributes, so I cannot just manage but also lead my people and my company
Using a recruiting system that is both efficient and effective to help me find and add the best fitting, most motivated, and highly-skilled people to my team
Developing an ongoing training system, so people are more effective and productive at their jobs and will in turn be ready for promotion as the company grows
Training my team so they deliver superior levels of customer service and create raving fans and repeat buyers time after time
Helping me and my team get better use of our time and stop working reactively (putting out fires) and instead become more pro-active about building the company
Running Your Business
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Developing a clear and powerful set of both personal and business goals and having a clear vision for my company
To get myself the freedom of more time away from the business, still knowing it is growing and creating more profits without me there
To help me understand how to re-invest my profits back into the business, or how to take profits and invest them for passive income outside of my business
Getting a solid business plan of action, so my team and I are focused on doing what matters, what’s important and what will get the biggest results
To get the business and my people to a stage where they can run it profitably, so I can take some time out each week and vacation each year
Developing a straight forward succession plan, so I can replace myself with the right people, at the right time and allow them to run it without me
Expanding the company to multiple outlets or multiple territories, so I can take advantage of an already solid and profitable business model
Creating a franchise system that both sells and creates profitable franchisees, who can afford to pay me serious royalties
Systemization
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Having a system for controlling, managing and reporting the company finances, so I know I am building real company profits
Working ‘ON’ my business rather than ‘IN’ it and creating a systems dependent company, rather than a people dependent one
Developing an organizational chart and job position descriptions and getting the company administration handled
Building consistency of delivery into my products/services, giving better levels of service and more rewarding customer experiences
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