Coaching Intake Form One on one coaching intake form Please complete this questionnaire before our first session. It should take about 15 minutes to complete. Your full name Email What is your MBTI Personality Type?Take the free test here - https://www.16personalities.com/ What is your current monthly business revenue? Tell me about your business - what types of products and services do you sell? What is the price of each? How many do you sell per month?How do you currently get new customers? How do they find you and what makes decide to hire you?What is your revenue goal per month? Please be 100% honest here - what do you think is stopping you from reaching your monthly revenue goal?Why is achieving this monthly revenue goal important to you?What three big goals do you want to achieve within the next 90 days?What strengths and advantages do you have that will help you achieve your goals?What could get in the way or distract you from achieving your goals?What would be the most important criteria for your success as we work together?At the end of working together, what results must you achieve for this coaching experience to be a success?What expectations do you have of me? What do I need to make sure happens to keep you happy and make sure you have success?How effective would you say your strategy/planning process is?(5 being the best) 1 2 3 4 5 How effective would you say that marketing process is?(5 being the best) 1 2 3 4 5 How effective would you say that your sales process is?(5 being the best) 1 2 3 4 5 How would you rate your client's satisfaction?(5 being the best) 1 2 3 4 5 How effectively would you say that you manage your finances?(5 being the best) 1 2 3 4 5 How effective would you say that your time management process is?(5 being the best) 1 2 3 4 5 What tools (ie software) do you currently use in your business?Have you invested in coaching or training courses previously? If so, who have you worked with or what courses/programs have you taken? What success/challenges did you see with those programs?Anything else you'd like to share before we begin working together? Δ
