Business Coaching Session Questionnaire Coaching Session Preparation Form Thank you for taking some time to review and answer these simple yet powerful questions in advance of our upcoming coaching session. This will allow us to review your answers in advance of the session and will help maximize our time together to help pinpoint the highest leverage places to focus on inside your business to grow it to the next level. 1. Which statement best describes your current business? * Which statement best describes your current business? *You're still working on your business. Raising start up funding and preparing to launch your new business.Your business is in its infancy. You're scrambling to make those early sales and fulfill on your customer promises.Your business is sustainable. It works but only if you are there to work for it. You are currently the main producer and director.Your business is growing fast. You've got leaders in two or more of your five core pillars. You're in the process of refining your systems and building your management team.Your business is firing on all cylinders. You have leaders in at least four of your five core pillars. Your business is systems reliant and is now ready for your to plan and choose your exit strategy. 2. How long has your business been in operation? * Time in Business *Less than 1 Year1 to 2 Years3 to 5 Years6 - 10 YearsOver 10 Years 3. What is your business's annual gross sales revenue? * Annual Gross Revenue *Under $250k$250k to $500k$500k to $1-Million$1-Million to $5-Million$5-Million to $10-Million$10-Million to $20-Million$20-Million plus 4. Including yourself, how many full time people work for your business? * Employees *Less Than 56 - 1011 - 2526 - 5051 - 100Over 100 5. What is the single greatest business challenge that you are currently facing? * Greatest Business Challenge *Lack of sales. We need help generating leads and closing sales.Lack of time. I'm pulled in too many direction and as a result I don't have the time to do everything the business really needs me to do.Lack of capital. We desperately need money to launch or scale our business.Lack of systems. We are constantly scrambling to keep things together and fight recurring fires.Lack of a peer group. I'm building my business in isolation and know I need outside input / ideas and accountability.Other (enter below) 6. Every business has one key factor that more than any other limits the growth of the business. In your business, what (or who) is the single biggest limiting factor in your business's growth and success? * Pick ONE general area from the list then describe it below. Key Limiting Factor *Lead Generation - Finding new prospective clientsLead Conversion - Converting leads into paying clientsProduction Capacity - Fulfilling on your products/servicesFinancial - Effectively managing the financial part of your businessLeadership - Lack of a clear and unified vision and big picture strategyOther 7. Please describe in detail this key limiting factor*: 8. What is your current exit strategy for your business? * Exit Strategy *To One Day Sell the BusinessTo Continue to Grow and Scale the BusinessTo Eventually Transition to Owning the Business PassivelyTo Pass the Business On to My Heirs as Part of My Legacy 9. Based on your business stands today, which one of the following would most help you achieve your business goals? * Desired Focus *Concrete Road Map - Breaking things down step by step so you know the specific action steps needed to grow and develop your business.Experienced Mentors - Work with people who have personally built multi-million dollar businesses and can help you based on their experience.Upgraded Peer Group - Access to other business owners and experts who can give you ideas and answers with their outside perspective.Structured Accountability - Support and accountability system to make sure you execute on your plan and stay on track. Please provide any additional details that you feel will help us better understand your business* How did you hear about us?* Submit
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