Email
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First Name
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Last Name
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Phone
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Age
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Gender
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Male
Female
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What is your business name?
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Street Address
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City
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State
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Postal Code
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How many years have you been in business?
What services does your business provide?
How many employees do you have?
Who own the company?
What was your approximate revenue over the last 12 months?
How would you describe your current team?
What CRM do you use, if any?
What Financial software you use?
Do you use Bookkeeping Service?
If you use a Bookkeeping Service, describe what they do for you?
What percentage of revenue do you spend on marketing?
Who does your marketing?
What are your lead sources?
Do your leads pushed gets into your CRM automatically?
Yes
No
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Do you currently do Direct Mail?
Yes
No
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Do you currently do Facebook Ads?
Yes
No
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Do you currently do Google PPC?
Yes
No
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Do you currently do Door Hangers - Flyers?
Yes
No
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Do you currently do Telemarketing?
Yes
No
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What, if anything, do you do to market to existing clients?
Does your CRM automatically text your new leads?
Yes
No
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Describe how you qualify your leads before setting an appointment.
Describe your appointment confirmation process.
Describe how you follow up with new leads.
How many leads did you receive in the last 12 months?
How many sales appointments (or estimates) did you go to in the last 12 months? (all sales reps) 15cms
When and how do you present your price to your prospect?
Who does the Sales?
Me
Employees
Both
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Do you use a computer system to calculate your selling price?
Yes
No
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Describe how you calculate your price to charge your customer.
How much revenue did you collect in the last 12 months?
Describe any promotion you run.
Do you offer financing?
Yes
No
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Who does the Labor or Installations? (Painting, Roofing, Gutters, Etc.)
Me
Employees
Subcontractors
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Who does the Project Management?
Me
Project Manager
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What is your average Gross Profit Margin?
How much did you spend on Subcontract labor in the last 12 months?
If you use subcontractors, how do you determine how much to pay them?
How much did you spend on W2 Employee labor in the last 12 months? Include wages, taxes, and benefits for field labor to complete projects. Do not include management or any office labor.
What are the top 3 challenges you’re currently facing in your business?
How much are these challenges costing you?
How do these challenges affect your daily operations or decision-making?
What have you tried to do to address these challenges?
What would it mean for your business and personal life if these challenges were solved?
Where would you like your business to be in 12 months?
What would achieving these goals mean for your personal life?
What do you think is currently holding you back from achieving these goals?
What is your long-term vision for your business (3-5 years)?
How would you measure the success of this coaching program?
On a scale from 1 to 10, how committed are you to doing the work required to transform your business?
1
2
3
4
5
6
7
8
9
10
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Are you prepared to dedicate the necessary time each week to this program?
Yes
No
Not Sure
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What would prevent you from fully committing to this program?
If you don’t take action now, where do you see your business in 12 months?
If selected, are you ready to be held accountable for doing the work?
Yes
No
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Have you invested in coaching, training, or personal development for your business before?
Yes
No
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If yes, what type of coaching or training have you invested in?
What results did you achieve from your previous investments in coaching or training?
If you haven’t invested in coaching or training before, why not?
What makes you confident this coaching program will work for you?
How do you view investing in your business and personal development?
Critical
Important
Optional
Not a priority
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What is the value of solving your biggest challenges?
How do you measure the return on investment (ROI) for a program like this?
If this program could help you achieve your goals, would you be ready to invest in it?
Yes
No
Maybe
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What concerns, if any, do you have about investing in a coaching program?
Who will be making the final decision? Hiring a business coach is an important decision. We are both busy, and I want to ensure our time is productive. I request that we schedule the Zoom interview to include everyone involved in making the decision.
I will be making the decision myself
I need to consult a spouse or partner before making a decision
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Other party is my...
Spouse
Business Partner
Other
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Other party first name
Other party last name
Other party email address