Alicia - First Meeting Questionnaire

First Meeting Questionnaire

for a Complimentary Session with Alicia Marie
Please call (512) 989-2230 at the time of your scheduled call.

If you haven't scheduled your session yet, please call our office at (512) 989-2230. There is an exchange of information that needs to occur during the scheduling conversation, so that the complimentary session is impactful for you. It will just take a few minutes of your time to set some expectations and get the call set up.
Your Name*

First NameLast Name
Phone Number*

Area CodePhone Number
E-mail*
You will get a copy of your completed form sent here
Date and Time of your Complimentary Session (if already scheduled). *
Who referred you, so we can properly thank them?*
Have you ever had a coach?*

YesNo
If so, what was your experience?
What do you see yourself accomplishing during your call? What can your coach do that would make this meeting a success?*
What is important about success to you? What is important about money to you?*
If we were having a discussion 3 years from now, what has to happen in that time for you to be pleased with your progress and accomplishments?*
Are you leading a team? If so, how many team members?*
If you own a business, what gross revenue are you on track for this year?*
On a scale from 1-10 (10 being the highest) how would you rate your performance level?*
Will your organization be sponsoring and paying for your coaching package? If so, who is your manager?*
Please check the areas in which you will desire assistance:*

Defining the value proposition for my businessIdentifying and articulating my goalsCreating action plans to exceed my goalsTime ManagementFocusing on what matters the most, the 20%Financial management and planning - being profitableBusiness DevelopmentCreating a learning plan to master owning/managing a businessIdentifying and developing leadership skills I need to succeedIdentifying and creating ideal cultureHiring and developing talentExit strategyChange managementPlanning skills and techniquesProblem solving skills and techniquesCommunication skills and techniquesTeam building skills and techniquesEnvironment, system design and implementation that reduces my work loadImproving productivity and effectiveness to the next level of performanceConnecting the dots in life: work, play, learning, family, spirit, physical health, financial, etc.Career transitions or career developmentReducing stress / managing peaceBrainstorming ideas and solutions to obstacles and challengesHelp making decisions that I am unsure ofAccountability to my stated goals and a challenging partner to keep me focused
Please write a brief personal biography to give us a sense of who you are, your background and anything you consider important for us to know about you. Feel free to use as much space as you would like.
All about me...*
OPTIONAL: Please feel free to attach any documents you feel may also be helpful. PDF's only, please.
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Meet Alicia Marie, PCC

Executive & Business Coach
As Founder and Managing Director of People Biz, Inc., Alicia Marie is a leader in the field of professional development. She has designed custom training and coaching programs for hundreds of leaders in a variety of industries across the country. In addition, Alicia has over 25 years’ experience coaching managers, leaders and professionals on how to build a career, a business, or a life worth having.

Ms. Marie has been a business owner for more than 35 years. Her insatiable desire to learn about people, along with her expertise in behavioral sciences, neuro-linguistics and business, give her a unique ability to powerfully address the challenges her clients face.
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First Meeting Questionnaire

Meet Alicia Marie, PCC