Business Kickoff Intake

Business Kickoff Intake

The first step! If you made it here, you’re eligible for two free weeks of business coaching. This short form helps us prepare a helpful first call and make sure you get the right next steps. After completing this form, you will be contacted to set up your 20-minute Coach-on-Deck call as well as your scheduled 90-minute strategy session. This form also includes attending our 6 Steps to Your Business Owner Playbook workshop. If you can’t attend the 6 Steps workshop live, we’ll send the video.
A. Who you are
First and last name*
Best phone number*
Please enter a valid phone number.
Best email*
example@example.com
Company name*
City and state*
Your role*

Owner or co-ownerCEO or PresidentGeneral Manager or DirectorManagerOther
Who gives the final ‘yes’ to work with a coach?*

MeMe and a partnerA group or committeeNot sure
B. About your business
Years in business

Pre-launchUnder 1 year1–3 years4–7 years8+ years
Team size

Solo2–45–910–2425–4950+
What best describes your business

B2B servicesB2C servicesRetail or e-commerceTrades or home servicesManufacturingOther
Annual revenue range

Pre-revenueUnder $250k$250k–$999k$1M–$2.9M$3M–$9.9M$10M+I don’t know
C. What you want and why now
Top priority for the next 90 days*

Get more leadsIncrease profitBuild systems and processesHire and lead betterManage my timeImprove cash flowOther
Biggest challenge*

One or two sentences.0/300
What is this challenge costing you right now*

Under $1,000 per month$1,000–$4,999 per month$5,000–$9,999 per month$10,000–$24,999 per month$25,000+ per monthI don’t know
How urgent is this?

Must fix nowImportant this quarterNice to have
D. Coachability and time
Our program asks for 4–5 hours each week working on your business.
Do you feel that you could commit that amount of time working on your business each week?*

YesProbablyNot sureNo
Have you tried coaching or a program before?

Yes, and it helpedYes, and it didn't helpNo
Anything else before we call?

0/300
E. Talk with us
Best time windows for a 20-minute setup call*

Weekdays 8–10 amWeekdays 10 am–12 pmWeekdays 1–3 pmWeekdays 3–5 pmEveningsSaturday morning
For future communication, what is the preferred method of contact?*

Phone callText first, then callEmail first
How did you hear about this offer?*

BBB WorkshopChamber WorkshopActionCLUBReferralEventSocial MediaOther
Consent*

I agree to be contacted by ActionCOACH.
You’ll get access to the 6 Steps to Massive Results workshop (live or video), a comprehensive business background questionnaire, a 20-minute Coach-on-Deck call, and a 90-minute strategy session.
Should be Empty:

Business Kickoff Intake

A. Who you are

B. About your business

C. What you want and why now

D. Coachability and time

E. Talk with us