Sooner Group Marketing and Management
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
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Industry
Company Name
Please describe your company
What are your products and services?
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 do you enjoy the work that you do? Please list them below.
What are your motivations in doing or starting this business?
Please share you businesses most recent success to date:
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?
Where would you like your business to be in six months?
Where would you like your business to be in 12-18 months?
What do you typically do when you become “stuck” in running your business?
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?
Submit
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