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Business Leader Questionnaire
Step
1
of
8
12%
Name
*
First
Last
Email
*
Phone
*
How long have you been in your industry?
How long have you been in your current role?
How many roles do you have professionally?
What do you do well?
What do others say you do well?
What were last year’s numbers:
Profit
Closed volume
Top line revenue
Expenses
Number of team members
Did you hit last year’s goals?
Yes
No
What was the % change from the previous year?
What numbers do you track in your business? Your market?
What is the current year’s goal:
Profit
Closed volume
Expenses
Number of team members
Where are you?
Ahead
On Track
Behind
What is the biggest success you are currently having?
What are the challenges?
Describe your Org Chart
Current
One year out
Three years out
Five years out
Fully developed
How many hours per week are you working total?
Lead Generation
Recruiting/Hiring
Leadership/Business Management
Thinking/Strategy
What challenges if any do you have with:
Hiring/Recruiting
Managing
Leading
Training and on-boarding
Finding the RIGHT people
Retaining talent
Compensation and benefit plans
What is your D-I-S-C profile?
What do you specifically want to work on?
On a scale of 1-10, 10 being brutally honest how honest do you want me to be with you?
On a scale of 1-10, 10 being awesome:
Rate your business life
Physical life/health
Spiritual life
Financial health
Personal life
What are the Top 3 things you want to accomplish from this coaching?
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