This 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 services
- to 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.
Your Sales Goals
What 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 include
Yourself 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.
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 email@example.com
Confidentiality Note: The information contained in this questionnaire is confidential information intended only for the use of Precise MGMT and the person completing