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1. Address

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2. Type of Business

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3. How long 

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4. Annual revenue

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5. What are your goals 

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6. Marketing - Please rate your business in the following areas:

  Very satisfied Satisfied Needs work Unsatisfied Very unsatisfied
Defining your customer persona
Messaging your value proposition
Distinguishing your business from competition
Knowledge of problem you solve/need you meet for your customers

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7. Please rate your business in the following areas:

  Very satisfied Satisfied Needs work Unsatisfied Very Unsatisfied
Right team members, doing the right things
Team productivity
Planning
Developing and utilizing systems

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8. Financial Management - Please rate you 

  Very satisfied Satisfied Needs work Unsatisfied Very unsatisfied
Knowledge of your pricing strategy, cost of goods, profit margin, breakeven cash/profit
Financial recordkeeping system (i.e., bookkeeping, financial statements, etc.)
Use of financial reports to make decisions
Obtaining financing

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9. Growth Plan - Please rate your business in the following areas:

  Very satisfied Satisfied Needs work Unsatisfied Very unsatisfied
Defined growth opportunity/path
Developed a growth plan for your business
Defined how much money you need to execute your growth plan
Defined how you will finance your growth plan

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10. Securing financing (loans/investment) - Please rate your knowledge in the following areas:

  Very satisfied Satisfied Needs work Unsatisfied Very Unsatisfied
Knowledge of how lenders make decisions
Knowledge of developing a pitch deck
Knowledge of determining how much money you need
Knowledge of determining how you will use the money you get from lender/investor

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11. Why are you interested in hiring a business coach?

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