Intake Form

Name

Company Name

Role in Company

Phone

1. How would you describe your approach to organizing the various systems and processes within your business? What methods do you use to capture those systems and processes?

2. What do you feel are the biggest bottlenecks you face in day-to-day operations?

3. How streamlined are your current training programs, and how well is the content of that training followed up on by management?

4. What tools or software do you currently use to support and document your business processes? And how well do these integrate with your current operations?

5. Do you feel your current systems can scale with your businesses growth?

6. In a couple of sentences, how do you feel about your current business situation?

7. Have you ever had business coaching in the past? If yes, what did you like most about it or what would you like to have seen done differently?

8. When it comes to your mindset, do you feel there is anything holding you back from achieving your true potential? And why do you feel that way?

9. What would you say is your superpower and why?

10. What is your biggest accomplishment and why?

Additional Comments

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Intake Form