Salon CEO Clarity & Strategy Questionnaire
This form helps us identify where your business currently stands, clarify your goals, and uncover opportunities for growth. Please answer honestly and in as much detail as possible & this is how we’ll create your customized plan for results.
CONTACT INFORMATION
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
How long have you been open in business
How many employees currently work in your business
Systems & Structure
What core systems do you currently have in place (budgeting, payroll, marketing, onboarding, inventory, etc.)?Which ones feel solid and which feel like they need work?
TECHNOLOGY & TOOLS
What salon software, CRM, or POS systems are you currently using?Do they help you make data-driven decisions, or do they feel overwhelming?
CLARITY OF ROLE
What hats are you currently wearing in your business?(Ex: owner, stylist, marketer, manager, bookkeeper…)Which do you love — and which are draining your energy?
Challenges & Pain Points
What are the top 1–2 bottlenecks that feel like they’re holding your business back right now?
Desired Outcomes
If we could fast-forward six months, what would a “dream outcome” look like for your business and lifestyle?
Mindset & Vision
When you imagine your next level as a CEO, what fears or limiting beliefs come up?What would it feel like to overcome them?
Coaching Experience
Have you worked with a coach or mentor before?If yes , what worked well and what didn’t?
Focus for Our Time Together
What’s your #1 goal from our coaching sessions together?(Example: streamline systems, build a stronger team, increase profits, or create more time freedom.)
Current Snapshot
What is your current annual gross revenue (or average monthly revenue), and do you feel satisfied with where it’s at?
I'M READY!
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