Business Consulting Intake Form

Name

First NameLast Name

Male Female Pronouns

Phone Number

Format: (000) 000-0000.

Website or Social Media Links:

Email

example@example.com

Industry/Sector:

How long has your business been operating?

What is your current team size?

Describe your products or services.

What are your main markets or customer segments?

What is your company’s vision and mission?

What are your top three business challenges right now?

What strategies have you already tried to address these challenges?

What are your biggest opportunities for growth?

How do you currently measure success (e.g., revenue, client satisfaction, team productivity)?

What internal or external factors are limiting your progress?

What are your short-term (6–12 months) business goals?

What are your long-term (1–3 years) goals?

What would success look like after working with Empower U Coach & Consultancy?

What specific outcomes or improvements are you hoping to achieve through consulting?

How would you describe your leadership style? What is the biggest strength of your team?

What are the main communication or collaboration challenges within your organization?

Does your team currently have performance goals or accountability structures in place?

Do you have a clear strategic plan or business roadmap?

How do you track financial performance and business metrics?

Are there areas of your business that need restructuring or innovation?

What kind of consulting support are you seeking?(Strategy, leadership development, business transformation, team performance, etc.)

How quickly are you looking to implement solutions?

What would make this consulting engagement a success for you?

Have you worked with a coach or consultant before?

AGREEMENT/REMINDERS:

I understand that all information I entered in this form will be considered strictly confidential.

The data gathered from this form will only be used as a basis for the type of coaching the client will need.

I understand that in order to be successful, it is vital to follow the plan agreed by both the life coach and the client.