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Business Coaching Application

The following questions have been designed to introduce you and your business so I can identify areas in which I can provide maximum benefit, as well as to identify key profit-building opportunities.

This form shouldn't take more than 15 mins to complete. 

Remember, the more information you provide here, the less time we waste at your first complimentary coaching session.

ALL INFORMATION PROVIDED HERE WILL BE KEPT STRICTLY CONFIDENTIAL.

 Do NOT close this page or hit the "back" button, as it may cause errors in your application.

Click the button below to start.

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BUSINESS BACKGROUND

This section concerns the basics of your Business, Time Management, 

 Products, Services, and Suppliers.

Question 2 of 35

What industry are you operating in and what products and services do you offer?

Question 3 of 35

How long have you been the owner of this business?

A

Less than 1 year

B

1 -3 years

C

3- 5 years

D

5-10 years

E

More than 10 years

Question 4 of 35

What is your and the company’s main challenge right now?

 

Question 5 of 35

Rate your company’s proficiency level in the delivery system for products or services

A

Below Average

B

Average

C

Above Average

D

Excellent

Question 6 of 35

Rate your personal level of skill around decision-making within your business.

A

Below Average

B

Average

C

Above Average

D

Excellent

Question 7 of 35

Rate your personal level of skill around goal setting within your business.

A

Below Average

B

Average

C

Above Average

D

Excellent

Question 8 of 35

How many hours do you work per week in your business? (Doing the work you get paid for)

A

Less than 15 hours

B

15-25 hours

C

25-35 hours

D

More than 35 hours

Question 9 of 35

How many hours do you work per week ON your business? (Doing non-income producing activities, like, reading, planning, marketing, working on improving the business and goal setting)

A

Less than 5 hours

B

5-10 hours

C

10-20 hours

D

More than 25 hours

Question 10 of 35

Pick a minimum of the two most frustrating options.

(Select all that apply)
A

We all work long hours, but the work doesn’t get done on time, and is exhausting.

B

My days are way too short to fit everything in.

C

We do lots of quotes, but few of them turn into sales which is a waste of time.

D

I work the longest hours of the team and fewer holidays.

VITAL BUSINESS AREAS

This section concerns the Marketing, Sales, Finances, Technology, Legal, and Leadership aspects of your business.

Question 12 of 35

What are your top 3 marketing strategies and how many leads do they provide for you per week?

Question 13 of 35

Which of the options below is mostly true for your business? (Select a minimum of two)

(Select all that apply)
A

Our clients only buy once or twice and then vanish

B

Our clients are always shopping for the best price

C

Our clients only want to deal with me

D

Not enough business comes in / the amount of work is inconsistent

E

Consistent cash flow is a large problem

F

Despite being very busy the cash flow at the end of the month doesn’t reflect the amount of work done

Question 14 of 35

Do you have a written-down sales process in place? If so, what is it?

Question 15 of 35

What was your turnover for the last 12 months?

A

Less than R250 000

B

R250 000 to R500 000

C

R500 000 to R2 500 000

D

R2 500 000 to R10 mil

E

R10 mil to R50 mil

F

R50 mil to R100 mil

G

More than R100 mil

Question 16 of 35

What would you like your turnover to be in the next 12 months and what strategy do you have to achieve that?

Question 17 of 35

What was your net profit for the last 12 months?

A

In a Loss

B

Below R10 000

C

R10 000 to R50 000

D

R50 000 to R100 000

E

More than R100 000

Question 18 of 35

What is your monthly salary from the business?

A

Below R20 000

B

R20 000 to R50 000

C

R50 000 to R100 000

D

More than R100 000

Question 19 of 35

What would you like your monthly salary from the business to be and what strategy do you have to achieve that?

Question 20 of 35

What budget are you putting aside for the next 12 months for business development, sales, team training, and marketing?

A

Nothing at the moment

B

R10 000 to R50 000

C

R50 000 to R150 000

D

R150 000 to R250 000

E

More than R250 000

Question 21 of 35

Rate your personal level of skill around personal and business finances

A

Below Average

B

Average

C

Above Average

D

Excellent

Question 22 of 35

Pick a minimum of the two most frustrating options.

(Select all that apply)
A

I am pulled into solving team problems more than I should be.

B

I replace my team more often than I would like.

C

My energy, motivation, and focus are currently extremely low.

D

I want to invest more time in myself to understand business better, but I don’t have the time, energy, or funds available for that.

E

The business needs more systems so that it can run without me, and I don’t know where to start.

Question 23 of 35

In which of the following areas in your business are having legal documents drawn up a priority?

(Select all that apply)
A

Incorporation, Pty, ect

B

Partner aggreements

C

Employee labor agreements

D

Client agreements, or SLA's

E

Supplier agreements

F

All legal processes in place

G

POPIA

IN CLOSING

We’re almost finished.
Well done for investing time to work ON your business.

Question 25 of 35

Please select all that is applicable.

(Select all that apply)
A

I have ideas to improve the business but don't seem to have the time

B

The company has very little online presence

C

The business can be more profitable than it is right now

D

My business does not have a 12-month plan on paper

E

I do not know how to create my business forecast

F

Cash flow within my business is a challenge

G

My business debt is overwhelming

H

Collecting payment is a problem

I

We need better systems within the business

J

The amount of effort I am putting into my business does not reflect my income at the end of the month

K

I am working more than 10 hours a day in my business

L

I am working IN my business more than working ON my business

M

My business would not last a month without me

N

I am losing control over my team

O

Attracting and keeping the right staff is a real challenge

P

I am pulled into solving team problems more than I should be

Q

I do tasks my staff can handle, or that I do not like, or that I am not good at

R

I do not trust people and struggle to hand over responsibilities

S

I feel that I am losing control over my business

T

I am losing focus and connection with my customers

U

I feel trapped within my business

V

I am not spending quality time with my family or time with my hobbies

W

Owning my own business is becoming a real stress rather than being free

Question 26 of 35

How much do you personally invest in time and money to become a better business person and what are you learning about at the moment?

Question 27 of 35

Have you ever worked with a coach, mentor, or consultant? If any please specify.

Question 28 of 35

Who are the decision-makers currently in your team? Partners, managers, spouses, etc. Please list.

Question 29 of 35

Please describe the areas where you need improvement as a business owner and why is this important to you now?

Question 30 of 35

If there was one thing you could change about your business in the next 91 days, what would it be and why?

Question 31 of 35

Is there any additional information you feel would be valuable for our discussion?

Question 32 of 35

Why do you want to work with a business coach?

Question 33 of 35

Where did you hear about us?

A

Google

B

Facebook

C

LinkedIn

D

Instagram

E

BNI(Business Network International)

F

Referred by Someone

G

Other

Question 34 of 35

What is your best contact number

Well done for investing your time in your future

We will be in contact in 24 hours.

Please check your email (or spam box) for a copy of this form with your answers included.

 We will be sending it to you so that you can refer to it and use it as the basis of a business plan. It’s also a good way to see how much you will have grown after working with a business coach for a year.

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