GET IN TOUCH
GET IN TOUCH
Business Coaching Client Intake Form
Please help me in getting to know you and your business a bit better.
Your answers are completely confidential.
Date of Incorporation
Have you ever worked with a business coach before?
What are you hoping to achieve through business coaching? Please be as detailed as possible.
What line of business are you in? Please describe your business.
Please list your organizational structure? (i.e. CEO - Name / COO - Name / Director of Ops - Name etc)
What are some of the challenges that you are currently experiencing in your business?
What is working really well?
What has your financial growth been the past 5 years, 3 years, 1 year?
Do you have sales targets? Are these targets effectively communicated to your team?
What processes do you have in place to monitor your monthly expenses?
What is your monthly break-even point?
Do you currently work with a bookkeeper?
Would you make your financials available for me to analyze?
Have you ever performed a SWOT Analysis?
Have you ever created a strategic plan?
How is your relationship with your staff? Please note the areas for improvement.
What is your vision for your business? Be a detailed as possible.
What is your most thrilling success and proudest achievement in the context of your business?
What are your greatest strengths and/or talents in the context of your business?
I look forward to our discovery session.