Business Coaching Questionnaire
Full Name
*
First Name
Last Name
E-mail
*
example@example.com
Phone Number
*
Format: (000) 000-0000.
Company Overview
Business Name
How long have you been operating
Current Qualifications
Which service brings in the most income?
What is your grand slam offer name? (Your main offer if you have one)
How many employees do you currently have? If any
Please Select
0
1
2
3
4
5+
If you don't have any employees, would you like to grow a team?
Yes
No
Financial Snapshot
What is your revenue in the past 12 months?
<$5,000
$5,000-$10,000
$10,000-$25,000
$25,000-$50,000
$50,000-$100,000
>$100,000
What is your average monthly profit?
<$2,500
$2,500-$5,000
$5,000-$10,000
$10,000-$20,000
$20,000-$30,000
$30,000-$40,000
>$40,000
What is your target revenue/profit for the next 12 months?
What are your average monthly expenses?
Market & Customers
Who is your ideal avatar?
What is your business' "why"?
What is your current customer retention rate?
<3 Months
3 - 6 Months
6 - 12 Months
12+ Months
Operations & System
How do you provide your service to a client? (Apps, facetime, google sheets)
How do you currently organise bookings and track income? Do you have a system or software for this?
Do you automate any of your processes?
Marketing & Sales
On average, how many client enquires do you get per month?
<5
5-10
10-15
15-20
20+
How do you currently generate leads?
Take me through the rough process from when a client enquires to a sale
Challenges & Opportunities
What are the biggest challenges your business is facing right now?
What opportunities do you see for growth?
Are there any threats or risks you’re concerned about?
Goals & Vision
What are your top 3 business goals for the next 12 months?
Where do you see your business in 3-5 years?
What would “success” look like for you?
Submit
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