1-to-1 Coaching & Mentoring

Business Coaching

Pre-discovery intake — Coach IanB

Please complete this questionnaire so we can (1) confirm we're a good fit and (2) make our first coaching session as productive as possible. Please be as honest and accurate as you can — everything is confidential.

Your details

Full name *

Company / organisation

Email *

Phone

Your business

Business name

What type of business are you in? (e.g. Professional Service, Retail, Manufacturing, Wholesale, Other)

Specific products / services you provide

How long have you been in business?

How did you acquire this business? (Started / Bought / Franchised / Inherited / Other)

Who, other than yourself, is involved in decision making?

Please describe your main challenges. What holds you back? Be specific.

How many hours per week do you currently work on average?

How do you feel about this?

Your marketing

Why would a customer buy from you and not your competition? What makes you unique?

How do you generate leads? (Referrals, digital ads, walk-ins, direct mail, etc. — approximate percentages if you can)

What is your conversion rate (% of leads that buy)?

Is your conversion rate estimated or measured?

Estimated Measured

Your financial goals

Revenue & profit for the last 3 years, and projections for the current year (confidential).

What percentage growth do you expect in the next 12 months?

How do you see this growth being achieved?

Yourself as a business owner

What % of your time goes to: Strategic planning / Business development & marketing / Day-to-day operations / Fighting fires / Other

Rate your Skills (S) and Interests (I) 1–10 in: Leadership, Marketing, Sales, Finance, Operations, Strategic Planning, Goal Setting, Customer Service, Decision Making, Employee Development.

Your strengths as a business owner

Areas where you need improvement as a business owner

Biggest frustrations you have with your own business

What do you want in terms of business legacy? What succession planning is in place?

If time and money were no object, how would you spend your time outside of your business?

Which statement best describes you?

Action-oriented, most comfortable when in charge 'People' person, values friendships and consensus Calm under pressure, prefers logic to emotion Likes to study lots of information before deciding

Your team

Employees now

Employees 1 year ago

Employees 2 years ago

Team or staff challenges you're facing regularly

If you could make any changes to your team, what would they be and why?

Your plans

One thing you'd change about your business in the next 90 days — and why

Any additional information you feel would be valuable for our discussion

All information is confidential.