Your Strategy Success Map
Align Your Business for Growth & Impact
Personal Journey
Client's Name
First Name
Last Name
Client's Phone Number
Client's Email Address
example@example.com
Client's Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Occupation
Company Name
Marital Status
Single
Married
Divorced
Widowed
What are your primary goals for pursuing coaching?
What led you to seek business coaching at this time?
How would you rate your overall life satisfaction right now?
Worst
1
2
3
4
5
6
7
8
9
Best
10
1 is Worst, 10 is Best
What aspects of your personal life are currently thriving?
What is most important to you in your life right now?
Who in your life most supports your personal and professional goals?
What Christian practices (e.g., prayer, scripture) are you comfortable including in our sessions?
Are you able to commit to homework, such as journaling or assessments, outside of sessions?
Do you typically act quickly on decisions or take time to reflect before moving forward?
How do you feel your faith influences your personal and professional decisions?
What fears or doubts hold you back from pursuing your goals?
Business Vision
Describe what your business does and the nature of your business.
What is your ideal client? Please describe them briefly.
How satisfied are you with your business’s current performance?
Worst
1
2
3
4
5
6
7
8
9
Best
10
1 is Worst, 10 is Best
Does your business have a clear vision and mission statement?
Yes
No
Does you have a business plan?
Yes
No
What are your key priorities for improving your business?
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
Could you tell me how you managed this challenge or how you fixed it?
What strengths do you bring to your business that will help achieve your goals?
What has helped you achieve business goals in the past?
What do you envision happening if you make progress toward your business goals?
What might happen if you don’t work toward your business goals?
What would success in your business look like one year from now?
How do you envision your business aligning with your values and priorities?
Which business goal is most important to focus on first?
What do you typically do when you become “stuck” in running your business?
Have you worked with a business coach before, and if so, what was your experience?
What else should I know about you or your business to support your coaching journey?
Signature
Date Signed
-
Month
-
Day
Year
Date
Submit
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