Business Coaching Intake Form
Client's Name
First Name
Last Name
Client's Phone Number
Format: (000) 000-0000.
Client's Email Address
example@example.com
Client's Address or Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Occupation
Company Name
Marital Status
Single
Married
Divorced
Widowed
Please select an appointment below for the initial assessment or initial meeting
Business related questions
What is your ideal client? Please describe them briefly.
Does your business have a clear vision and mission statement?
Yes
No
What did you learn when you started running your business?
What are your favorite parts of your business? Please list them below.
What are your motivations in doing or starting this business?
Please share the biggest success of your business
Please share the challenges and obstacle your business is currently facing
Kindly share how did you manage this challenge or how did you fixed it?
After 6 months, how do you see the condition of your business?
After 12 months, how do you see the condition of your business?
What do you typically do when you become “stuck” in running your business?
Please describe your company
What are your products and services?
How do you differ from your competitors?
How do you gain clients? How do you generate leads?
What are your marketing and advertising strategies?
What are the software or web applications you're using to manage your data, sales, and marketing? Please list them all below.
How do you support your customers?
What is your process in refund, repair, and warranty services?
Signature
Date Signed
-
Month
-
Day
Year
Date
Submit
Should be Empty: