Profitable Business Coaching Intake Evaluation

Instructions:

1. Take Your Time: Fill out each section thoughtfully to the best of your knowledge.
2. Be Accurate: Provide specific details where possible to ensure we have a clear understanding of your current situation and goals.
3. Honest Reflections: The more honest and detailed you are, the better we can tailor our sessions to meet your needs.

This is a judgement free zone, please do not hide details, lie about reality, or stay quiet about the truth. As your financial coach, I cannot help you with something if you are not willing to talk about or work on it.

Please enter your full nameOr whatever nick-name you prefer to be called.

First Name

Last Name

Please give your preferred email address so I can send you resources.I know, I may already have your email but sometimes people use different emails for different content...

example@example.com

How long have you been in business?e.g. 7 years, 10 months, 2 decades....

How many full-time employees do you currently have?Full-time employees work at least 35 hours per week

How many part-time employees do you currently have?Working less than 34 hours per week

On average, how many hours per week are you (the owner) working IN your business?This involves doing work that could be delegated to employees or managers

1-34 hours

35-50 hours

51-60 hours

more than 60 hours

Think back to the most profitable year you ever had. When was it? Tell me, in your opinion, WHY it was your most profitable year in business. Try to be descriptive and give any specific numbers you can remember.

WHAT does "profitable" look like for you in your business?Everyone has a different idea of what "success" looks like, I'm trying to get a feel for yours.

Do you currently have a budget that you try to stick to?Whether it's written down or in your head

YESNO

If "YES", how strictly do you follow your planned budget?Speaking on average, we all fudge up sometimes!

If "NO", how do you make purchasing decisions?This could be for business or personal

I know in my head about how much money I have available.

I check my bank account(s) before I buy things.

I usually use my credit card so I don't have to make sure the money is there.

I don't check, I just hope there is enough when I use my card.

Other

How often do you review your business financial statements?e.g. Profit & Loss, Balance Sheet, Bank Statements etc...

Every week

Couple of times a month

At least monthly

Quarterly

Once a year (tax time)

Almost never

How well do you understand the following:Meaning, if the subject were to come up, you would understand the conversation.

What would you say are your biggest financial challenges in your business right now? Try to list at least 2 or 3 challenges.

How do you typically handle unexpected expenses or financial emergencies?Do you have a "rainy day fund", scramble to make ends meet, get a loan, ask others for help, etc......

When making a large financial purchase, do you typically:This could be an asset for home or business. Something like equipment, vehicles, etc.

Choose the best answer

"I don't like money, math, or numbers."

TrueFalse

How often do you put your own personal money INTO the business?This could be paying a bill, floating payroll, buying equipment, or everyday purchases such as food ingredients....

Several time a week

Once a week

Couple time a month

Every couple of months

About once a year

Almost never

What SHORT-TERM goals do you have for your business?These could be financial goals, professional goals, emotional goals, etc. Think of "short-term" as 1-3 years.

What LONG-TERM goals do you have for your business?These could be financial goals, professional goals, emotional goals, etc.

What prompted you to implement the Profitable Business system?What specifically made you agree to this process with me?

What very specific outcome are you hoping to achieve with the Profitable Business system?This could be monetary, personal, or professional outcomes

What would be your ideal outcome when working with me personally?Is there something specific you are hoping to gain with my guidance, my expertise, or knowledge?

How prepared are you to make the necessary changes to your current financial management practices?

When things get hard on this journey (and they will) what motivation will keep you going?What's your "why"?

What type of resources or support do you think will help you the most to successfully implement the Profitable Business step by step system?Pick ones you will ACTUALLY use, or would like to. Choose all that apply.

Checklists

Spreadsheets

Workbooks

Forms

Video Tutorials

Articles/Books/Blogs

Pod Casts

Logs / Trackers

Lastly, what level of support do you need from me?Could you be given directions and off you go? Do you need more focused support? Somewhere in the middle?