WE Business Background Questionnaire

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Business Name
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Office Phone
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Client Name
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Mobile Phone
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Mobile Phone
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Email Address
example@example.com
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Mailing Address
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Date
Date
Month
Day
Year
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Please complete and return this questionnaire as soon as possible by emailing it back to me. This questionnaire is designed to accomplish 2 things: 1) to help me determine if there is a good fit between you and your business goals and my coaching services and 2) to help make our initial coaching session as productive as possible. This questionnaire includes general questions about your goals and ownership/leadership style as well as more specific questions relating to your business. It is important for you to be as honest and accurate as you can.
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1.What type of business are you in?
Professional Service
Manufacturing
Retail
Wholesaler/Distributor
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2.Please list the specific types of products and/or services you provide for your customers.
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3.How long have you been in business?
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4.How did you acquire this business?
Started
Bought existing
Franchised
Inherited
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5.Who, other than yourself, is involved in the decision making of your business?
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6.Please describe your main challenges. What holds you back? Be specific.
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7.How many hours per week do you currently work on average?
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How do you feel about this?
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1.Why would a customer buy from you and not your competition? What makes you unique?
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2.How do you generate leads for your business? Please provide estimated percentages on the following:
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Type a question
Radio
Daily Newspaper
Local Paper
Television
Telemarketing
Direct Mail
Catalogues
Phone Calls
Referrals
Flyers
Magazine Ad
Walk- In
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3.What is your conversion rate (i.e., what % of leads actually buy from you)?
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4.Is your conversion rate estimated or measured?
Estimated
Measured
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1.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.
Note: This is completely confidential and will not be shared to anyone.
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Projected 2021
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Revenue 2021
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Profit 2021
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Projected 2020
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Revenue 2020
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Profit 2020
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Projected 2019
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Revenue 2019
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Profit 2019
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2.What percentage growth do you expect to see in the next 12 months?
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3.How do you see this growth being achieved?
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1.What percent of your time, on average do you devote to the following activities:
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Strategic Planning
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Business Development and Marketing
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Day-to-day Operational and Tactical Requirements
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Trouble-shooting and Fighting Fires
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Other
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2.Please describe your strengths as a business owner
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3.Please describe the areas where you need improvement as a business owner
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4.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.
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S
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I
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S
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I
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S
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I
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S
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I
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S
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I
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S
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I
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S
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I
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S
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I
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S
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I
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S
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I
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5.What are the biggest frustrations you have with your own business?
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6.What are your hobbies? How do you currently spend time outside of your business?
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7.If you had enough time and financial resources to do anything you choose, how would you spend your time outside of your business?
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8.Which statement best describes you? Tick/Check One
I’m an action oriented person who is most comfortable when in charge.
I’m a ‘people’ person who values friendships in my work relationships and likes to build
consensus. I’m calm and cool under pressure and like to make logical rather than emotional decisions
I like to study lots of information before making decisions.
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1. How many employees on average have you employed in the past 3 years?
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Currently
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1 Years ago
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2 Years ago
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2.What team or staff challenges are you currently facing on a regular basis?
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3.If you could make any changes to your team, what would they be and why?
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1.If there was one thing you could change about your business in the next 90 days, what would it be and why?
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2.Is there any additional information you feel would be valuable for our discussion? there was one thing you could change about your business in the next 90 days, what would it be and why?
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Thank you for taking the time to complete this questionnaire. It’s very important for both of us to fully understand your current situation—that way we can focus on the areas of greatest need and importance to you. If you have any specific questions on any area of the questionnaire, please don’t hesitate to contact me at:
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Please schedule our appointment at:
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Confidentiality Note: The information contained in this questionnaire is confidential information intended only for the use of The WE Mentality and the person completing this questionnaire. If the receiver of this questionnaire is not the intended recipient, the receiver is hereby notified that any dissemination, distribution, copy or publication of the questionnaire is strictly prohibited.
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