New Client Business Discovery Questionnaire

Congratulations on taking the first big step in growing your organization! Below are some very insightful and valuable questions to answer before our first business call. Once you are ready to begin the coaching program it’s time to complete this form.

As you work through the questions, please take your time and give detailed, focused and honest answers. Also think clearly about where you want to see yourself and your business growth a year from now.

Important! Don't be too general with your answers. Please be specific about what your business goals are and why you desire them. The more focused and detailed you are, the more effective our initial business and growth strategy call will be.

When you have completed the questionnaire click on the SUBMIT button. Your answers will be directly emailed to me. Your personal information will be kept completely confidential.

Fill out the Discovery Questionnaire now!

Contact Information

Full Name *

Business Name *

Office Phone *

Cell Phone *

Your Email *

Street Address*

City *

State/Province *

Postal Code *

Country *

Business Website *

Questionnaire

How did you hear about Paula’s business services?

Describe your business and your expertise (target market, uniqueness). Also list the number of years in this business and your background.

Describe your business as it is right now in terms of growth and profits.

What are your top 3 goals for your business coach to work on with you this year?

If you could wave a magic wand and change 3 things in your business right now, what would they be?

What do you think may be holding you back from reaching your goals now? Include some of the biggest problems/obstacles you are facing today.

What areas do you need to focus on the most to grow your business and your team?

Describe any sources of frustration that interfere with your productivity.

What is your long-term vision for your business and yourself?

Do you current have a core value and/or mission statement for your business?

What is your #1 business goal?

What are the ultimate results you would like to achieve from your business coach this year?

Share some fun things about yourself that will give me an idea of who you are as a person. This information will help me to support you as a leader.

Note that in order for you to achieve the ultimate results desired, remaining open, coachable and accountable is crucial to your success. With that in mind and in action, you will be positioned to succeed and grow your business.

Paula