Business Background Questionnaire

Client Details:

Business Name: Office Phone:

Contact Name: Mobile Phone:

Email Address:

Mailing Address:

Please complete and return this questionnaire as soon as possible by emailing it back to us.
Be honest with yourself and with us in your answers. This questionnaire is designed to accomplish 3 things:
1) The questions provide us information and also help you get clear on the same information too.
2) To help us determine if there is a good fit between you and your business goals and our coaching services.
3) Ensure our initial coaching session is as productive as possible.

Your Business:

1. What type of business are you in?

Professional Service Manufacturing

Retail Wholesaler/Distributor
Other

2. Please list the specific types of products and/or services you provide for your customers.

3. How long have you been in business?

4. How did you acquire this business?

Started Bought existing

Franchised Inherited
Other
5. Who, other than yourself, is involved in the decision-making of your business?

6. Please describe your main challenges. What holds you back? Be specific.

7. How many hours per week do you currently work on average?

How do you feel about this?

Your Marketing:

8. Why would a customer buy from you and not your competition? What makes you unique?

9. How do you generate leads for your business? Please provide estimated percentages on the following:

Radio Direct Mail Magazine Advertising

Daily Newspaper Catalogues Walk-Ins

Local Paper Face to face calling Social Media

Television Referrals Other

Telemarketing Flyers

10. What is your conversion rate (i.e. what % of leads actually buy from you)?

11. Is your conversion rate estimated or measured? Estimated Measured

Your Sales History & Goals:

12. What are your revenue and profit figures?
Note: This is completely confidential and will not be shared to anyone.
Financial Year Previous FY Current FY (estimate) Next FY (Estimate)
Annual Revenue
Annual Gross Profit
Annual Net Profit
13. What percentage growth do you expect to see in the next 12 months?

14. How do you see this growth being achieved?

Yourself as a Business Owner:

15. What percent of your time, on average do you devote to the following activities:

Strategic Planning Business Development and Marketing

Day-to-day Operational and Tactical Trouble-shooting and Fighting Fires

Other:

16. Please describe your strengths as a business owner:

17. Please describe the areas where you need improvement as a business owner:

18. 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.

Leadership Skills Interest Strategic Planning Skills Interest

Marketing Skills Interest Goal Setting Skills Interest
Sales Skills Interest Customer Service Skills Interest
Finance Skills Interest Decision-Making Skills Interest
Operations Skills Interest Employee Development Skills Interest
19. What are the biggest frustrations you have with your own business?

20. What are your hobbies? How do you currently spend time outside of your business?

21. If you had enough time and financial resources to do anything you choose, how would you spend your time
outside of your business?
 22. Which statement best describes you? Tick/Check One...

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 Team:
23. How many employees, on average, have you employed during each of the past 3 years (Full or Part-time)?

Currently
1 Year ago
2 Years ago

24. What team or staff challenges are you currently facing on a regular basis?

25. If you could make any changes to your team, what would they be and why?

Coachability:
26. If there was one thing you could change about your business in the next 90 days, what would it be and why
is it important to you?

27. 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.

Please email back before our appointment

Confidentiality Note: The information contained in this questionnaire is confidential information intended only for the use of ActionCOACH and the person
completing this questionnaire. If the receiver of this questionnaire is not the intended recipient, the receiver is here by notified that any dissemination,
distribution, copy or publication of the questionnaire is strictly prohibited.
...how ActionCOACH can help you solve your
top five business challenges
Please choose up to five business priorities
Sales and Marketing
□ Having a turn-key, persuasive and inexpensive ways to
generate more leads and prospects for my products or
services.
□ A step-by-step marketing plan that significantly increases
my new customers, revenues and profits without taking all
my energy away from day-to-day business.
□ Creating customer focused advertising and marketing
strategies to draw willing buyers to my business regulary.
□ The most effective sales appeal for my products and
services that uniquely sets my business head and shoulders
above my competition.
□ To build a more motivated, professional and profitable
sales or telemarketing force that creates a far stronger
sales conversion and average sale value.
□ Having a strategy that will compel my former and even
inactive customers to come back and buy from me again
and again.
□ Boosting the average sale value and creating a far better
sales result from every customer we are already doing
business with.
□ Introducing new and profitable product lines or services to
both win new customers and extend the value we provide
our existing ones with.
Team Building and Leadership
□ Helping me develop and build strong leadership skills and
attributes so I can not just manage, but truly lead my
people and my company.
□ To help me find or re-find my passion and get my heart
and mind back focused on enjoying running and building
the business again.
□ Using a recruiting system that is both efficient and effective
to help me add the right, motivated, great people to my
team.
□ Developing an ongoing training system so people are more
effective and more productive at their jobs and some are
ready for promotion as the company grows.
□ Training my team so they deliver superior levels of
customer service and create raving fans and repeat buyers
time after time.
□ Helping me and my team get better use of our time and
stop working reactively, putting out fires, and become more
proactive about building the company.
Running Your Business
□ Develop a clear and powerful set of both personal and business
goals and having a vision for my company.
□ To get myself the freedom of more time away from the business,
still knowing it is growing and creating more and more profits
without me there.
□ To help me understand how to re-invest my profits back into the
business or how to take profits and invest them for passive income
outside of my business.
□ Getting a solid business plan of action so I and my team are
focused on doing what matters, what’s important and what will
get the biggest results.
□ To get the business and my people to a stage where they can run
it profitably so I can take some time out each week and more
holidays each year.
□ Developing a straight forward succession plan so I can replace
myself with the right people, at the right time and allow them to
run it without me.
□ Expanding the operation to multiple outlets or multiple territories
so I can take advantage of an already solid and profitable
business model.
□ Creating a franchise system that both sells and creates profitable
franchisees who can afford to pay me serious royalties.
□ Assistance with taking the company international to profit from
global markets, global costs and global currency values.
Systems
□ Having a system for controlling, managing and reporting the
company finances so I can know I am building real profits.
□ Working ‘ON’ my business rather than ‘IN’ it and create a systems
dependent company rather than a people dependent one.
□ Developing an organizational chart and position descriptions and
getting the company administration handled.
□ Building consistency of delivery into my products/services giving
better levels of service and more rewarding customer experiences.
Coachability
□ Having a hotline to a great coach that can help me stay focused,
answer my most important business questions and help me grow
my business