Initial Coaching Intake Form
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Email *
Your Name *
Your Company Name (Optional)
Your Email *
Your Phone Number *
Do you have a clear vision for your business? Please expand on it below. *
What’s your current ‘Elevator Pitch’ for your company? *
Why did you get into this business in the first place? What were the underlying reasons/motivation to enter this business? *
What changes or transformation would you like to see in your business? *
What do you consider the biggest successes of your business so far? *
What challenges are you currently facing in your business? *
What are your top 3 goals for your business? *
What strengths, skill-sets or resources do you need to acquire to reach these goals? *
If you achieved these goals what would it mean to you? (personally, professionally and financially) *
Are you familiar with all pertinent sales & marketing metrics for your business? (E.g cost per lead, lead conversion rate, cost per acquisition, customer lifetime value, churn rate, cross & up sales rate, etc.) *
What is your current sales and marketing tech stack? I.e please list the collection of tools and tech that your team uses to generate and monitor revenue (e.g. CRM, lead enrichment, engagement & outreach, proposal & documentation software, analytics & automation tools, etc.) *
What is a small decision you can make right now that will change your business? *
What is a tough decision you can make that would make a sizable impact on your business’s growth trajectory? *
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