Business Background QuestionnaireThis questionnaire is designed to accomplish 2 things:to help me determine if there is a good fit between you and your business goals and our coaching servicesto help make our discovery call as productive as possible.This questionnaire includes general questions about your goals and ownership/leadership style as well as more specific questions relating to your business. It is important for you to be as honest and accurate as you can be.Client DetailsBusiness NameClient Name First Last Email Address Street Address Address Line 2 City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Office PhoneMobile PhoneYour BusinessWhat type of business are you in? Professional Service Manufacturing Retail Wholesaler/Distributor OtherPlease specify other type of business.Please list the specific types of products and/or services you provide for your customers.Hoiw long have you been in business?Less than 1 year123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566 +How did you acquire this business? Started Bought existing Franchised Inherited OtherWho, other than yourself, is involved in the decision making of your business?Please describe your main challenges. What holds you back? Be specific.How many hours per day do you currently work on average?Less than 1 Hr12345678910111213141516 +How do you feel about this?Your MarketingWhy would a customer buy from you and not your competition? What makes you unique?How do you generate leads for your business? Please provide estimated percentages on the following:RadioDirect MailMagazine AdvertisingDaily NewspaperCataloguesWalk-InLocal PaperFace to Face CallingTelevisionReferralsTelemarketingFlyersOtherWhat is your conversion rate (i.e., what % of leads actually buy from you)?Is your conversion rate estimated or measured? Estimated MeasuredYour Sales GoalsWhat revenues and profits has your business generated in the past 3 years and what do you project for the current year? If you do not have 3 years history, just includeActual 2019RevenueProfitActual 2020RevenueProfitActual 2021RevenueProfitWhat percentage growth do you expect to see in the next 12 months?How do you see this growth being achieved?Yourself as a Business OwnerWhat percent of your time, on average do you devote to the following activities:Strategic PlanningBusiness Development and MarketingDay-to-day Operational and Tactical RequirementsDay-to-day Operational and Tactical RequirementsOther:Please describe your strengths as a business owner:Please describe the areas where you need improvement as a business owner:On a scale of 1 to 10, please rate your skills (S) and interests (I) in the following key areas with 1 being the least possible and 10 being the highest.LeadershipSkillsInterestMarketingSkillsInterestSalesSkillsInterestFinanceSkillsInterestOperationsSkillsInterestStrategic PlanningSkillsInterestGoal SettingSkillsInterestCustomer ServiceSkillsInterestDecision MakingSkillsInterestEmployee DevelopmentSkillsInterestHiddenplaceholderSkillsInterestHiddenplaceholderSkillsInterestWhat are the biggest frustrations you have with your own business?What are your hobbies? How do you currently spend time outside of your business?If you had enough time and financial resources to do anything you choose, how would you spend your time outside of your business?Which statement best describes you? Tick/Check I’m an action oriented 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 decisions.Your TeamHow many employees, on average, have you employed in the past 3 years?Currently1 Year Ago2 Years AgoWhat team or staff challenges are you currently facing on a regular basis?If you could make any changes to your team, what would they be and why?CoachabilityIf there was one thing you could change about your business in the next 90 days, what would it be and why?Is there any additional information you feel would be valuable for our discussion?Thank you for taking the time to complete this questionnaire. It’s 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 at wclanton@precisemgmt.netConfidentiality Note: The information contained in this questionnaire is confidential information intended only for the use of Precise MGMT and the person completing this questionnaire.PhoneThis field is for validation purposes and should be left unchanged.
