New Client Questionnaire

Your Basic Information

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Name:

Email:

Phone:

Address:

Website:

Years in Business:

Birthday:

Your Business

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What do you do?

Who are your clients?

How would your clients describe the result(s) they get from working with you?

What are you currently doing to grow your business?

Are you currently in other business training programs?

Your Financial Snapshot

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What is your approximate annual revenue generated by your business?

What is your annual revenue goal?

How many clients do you have?

How many people do you have on your email list?

Your Vision & Goals

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What do you want to be known for?

Lifetime: List 3-5 goals you want to accomplish in your lifetime.

12 months: What is the #1 most important thing for you to accomplish in your business in the next 12 months? Next 3 most important goals?

90 days: What is the most important thing for you to accomplish in the next 90 days? Next 3 most important goals?

In addition to the above items, what are 3 business goals you’d like to achieve in the next 1 to 3 years?

1)

2)

3)

What is slowing you down, standing in the way, or stopping you from having all this?

What else is slowing you down, standing in the way, or stopping you from having all this?

What are you willing to do to achieve your goals?

What do you hold to be your most thrilling success and proudest achievement?

What are your professional strengths and assets?

What do you most want to get out of our coaching relationship?

What will be the first small thing that happens to indicate the coaching process is working?

Your Marketing & Sales Systems

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What marketing strategies are you currently using?

What is your current process for turning prospects into paying clients?

What is your current prospect-to-client ratio?

What kind of content do you have (written, audio, and/or video)?

Anything Else?

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Are there any specific areas of help you are looking for?

(for example: client attraction, client engagement, client conversion, online marketing, staff hiring/training, leadership development, mindset/inner game)

Please note anything else important for me to understand as your coach.