Business Coaching Questionnaire

Business Coaching Questionnaire & Company Policies

Virtual Coaching
Name

First NameLast Name
Email Address
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number

Area CodePhone Number
How would you like to be contacted for appointment reminders?
Which video platform do you prefer?
To follow my business on Instagram, click here.
To follow my business on TikTok, click here.
Have there been any changes in your tasks or business in the last year?
List any issues you're having with time management-goals, procrastination, delegation, interruptions, habits, etc.
Are you having trouble organizing your physical space, paperwork, files?
Do you feel like you're losing time, money or clients?
List your top 3 priorities to improve right now.
Whom may I thank for referring you to Efficient Organization?
Company Policies: General Information

* We will begin and end appointments on time.

* Client will assume responsibility for final decisions for any documents, electronic data or possessions for disposal, shredding, donations, consignment or other.

* Client agrees to keep distractions to a minimum so we can achieve the best results from our sessions (phone calls, texts, pets, etc.).

Company Policies: Financial Information

* Client shall make payment on or before the date of service.

* A $75 fee will be charged for no-shows or appointments cancelled with less than 24 hours notice.
I agree that photos of my project may be used for marketing purposes, including but not limited to, social media, business Google listing or other. Photos will not identify the client. Yes or no answer in the drop-down box below:
Date

MonthDayYear
Date
Signature

Clear
Should be Empty:

Business Coaching Questionnaire & Company Policies