Individual Coaching Intake Form
Welcome to coaching! I'm so excited to have you. Fill out this form before our first call. This will help me evaluate your business & your goals. ----- Erin
Client's Name
First Name
Last Name
Client's Phone Number
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
Salon Structure
Please Select
Booth Renter
Salon Suite Owner
Commission Employee
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?
Why are you interested in coaching with Erin?
What are your favorite parts of your business? Please list them below.
What are your motivations in doing or starting this business?
Please share the biggest success of your business
Please share the challenges and obstacle your business is currently facing
Kindly share how did you manage this challenge or how did you fixed it?
Describe your relationship with money.
After 6 months, where do you want to be with your business?
After 12 months, where do you want to be with your business?
What do you typically do when you become “stuck” in running your business?
Please describe your company
What are your specialties behind the chair?
How do you differ from your competitors?
How do you gain clients? How do you generate leads?
What are your marketing and advertising strategies?
What are the software or web applications you're using to manage your data, sales, and marketing? Please list them all below.
How do you support your customers?
What is your process to refund or redo services?
Submit
Should be Empty: