If any other then the above you can provide details in below text box
2. Please list the specific types of products and/or services you provide for your customers.
3. How long have you been in this type of business?
4. Who, other than yourself, is involved in the decision making of your business?
5. What are your goals in your business? Please be specific.
If any other then the above you can provide details in below text box
7. What has been your biggest professional accomplishment so far? What are you most proud of?
8. Please describe the strengths you bring to this business.
9. Please describe your main challenges. What holds you back? Be specific.
10. What techniques and strategies do you regularly use to stay “on top of your game”?
11. How many hours per week do you currently work on average? How do you feel about this?
12. What are your hobbies? How do you currently spend time outside of your business?
13. If you had enough time and financial resources to do anything you chose, how would you spend your time outside of your business?
14. What revenues and profits has your business generated in the past 3 years and what do you project for the current year? If you do not have 3 years history, just include the years you do have.
Current year Revenue
Current Year Profit
Last Year Revenue
Last Year Profit
2 Years ago Revenue
2 Years ago Profit
3 Years ago Revenue
3 Years ago Profit
15. How do you feel about the amount of money you currently pay yourself as personal income?
16. List the top 5-10 ways you generate leads today.
17. What is your conversion ratio? What % of leads actually purchase a product or service from you
19. What is your average $ sale?
20. On average, how many transactions per year (or month, or week, etc..) does your average customer purchase from you?
21. How often do you stay in contact with your existing customers and what methods do you use?
22. What sets you apart from your competition? What is the compelling reason someone would want to do business with you?
23. What frustrations do your clients experience when dealing with your industry in general (e.g. trades-people showing up late or leaving a mess)?
24. What parts of your business/profession do you enjoy MOST or find the most rewarding?
25. What parts of your business/profession do you enjoy LEAST or find the least rewarding?
27. Describe your top 3 target market groups (e.g. businesses with more than 100 employees, OR - professionals age 25-40 with incomes between $25,000-$50,000, etc…)?
28. How many employees, on average, have you employed in the past 3 years?
Currently
1 Year ago
2 Years ago
29. What team or staff challenges do you have in your business currently?
30. On a scale of 1 to 10, please rate your skills (S) and interests (I) in the following key areas with 1 being the least possible and 10 being the highest.
Strategic Planning Skills
Strategic Planning Interest
Customer Service Interest
Employee Development Skills
Employee Development Interest
31. If there was one thing you could change about your business in the next 90 days what would it be and why?
33. In what ways do you feel you will benefit from having a business coach?
34. Do you have any concerns or questions?
35. Your email for future correspondence
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