Business Background Questionnaire

Company name

First name

Phone number

Last name

Mobile phone number

Email*

Street address

City

Postal code

Please complete and submit this questionnaire as soon as possible.

Be honest with yourself and with us in your answers. This questionnaire is designed to accomplish 3 things:

1) The questions provide us information and also helps you get clear on the same information too

2) To help us determine if there is a good fit between you and your business goals and our coaching services.

3) Ensure our initial coaching session is as productive as possible

Your Business:

1. What type of business are you in?

Industry Other

2. Please list the specific types of products/services you provide for your customers

3. How long have you been in business?

4. How did you acquire this business?

Acquired Other

5. Who, other than yourself, is involved in the decision-making of your business?

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

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

How do you feel about this?

Your Marketing:

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

9. How do you generate leads for your business? Please provide estimated percentages on the following

Radio

Direct Mail

Magazine Advertising

Daily Newspaper

Catalogues

Walk-Ins

Local Paper

Face to Face Calling

Social media

Television

Referrals

Email Campaigns

Telemarketing

Flyers

Other

10. What is your conversion rate (i.e what % of leads actually buy from you)?

11. Is your conversion rate estimated or measured?

Your Sales History & Goals:

12. What are your revenue and profit figures?

Note: This is completely confidential and will not be shared to anyone

Previous Financial Year

Previous Annual Revenue

Previous Annual Gross Profit

Previous Annual Net Profit

Current Financial Year

Current Annual Revenue

Current Annual Gross Profit

Current Annual Net Profit

Next Financial Year (Estimate)

Next Annual Revenue

Next Annual Gross Profit

Next Annual Net Profit

13. What percentage growth do you expect to see in the next 12 months?

14. How do you see this growth being achieved?

Yourself as a Business Owner:

15. What percentage of your time, on average do you devote to the following activities

Strategic Planning

Business Development and Marketing

Day-to-Day Operational and Tactical

Trouble Shooting and Fighting Fires

Other Activities.

List Other Activities

16. Please describe your strengths as a business owner

17. Please describe the areas where you need to improve as a business owner

18. On a scale of 1 to 10, please rate your skills (S) and interests (I) in the following key areas with 1 being least possible and 10 being the highest

Leadership Skills

Leadership Interest

Marketing Skills

Marketing Interest

Sales Skills

Sales Interest

Finance Skills

Finance Interest

Operations Skills

Operations Interest

Strategic Planning Skills

Strategic Planning Interest

Goal Setting Skills

Goal Setting Interest

Customer Service Skills

Customer Service Interest

Decision Making Skills

Decision Making Interest

Employee Development Skills

Employee Development Interest

19. What are the biggest frustrations you have with your own business?

20. What are your hobbies? How do you currently spend time outside of your business?

21. If you had enough time and financial resources to do anything you choose, how would you spend your time outside of your business?

22. Which Statement best describes you? Tick/Check One...

I’m an action orientated 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 a decision

Your Team:

23. How many employees, on average, have you employed during each of the past 3 years (Full or Part-time)?

Current Employees

Employees 1 Year Ago

Employees 2 Years Ago

24. What time or staff challenges are you currently facing on a regular basis?

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

Coachability :

26. If there was one thing you could change about your business in the next 90 days, what would it be and why is it important to you?

27. Is there any additional information you feel would be valuable for our discussion

Thank you for taking the time to complete this questionnaire. It is 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.