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30.6-Client Intake Survey

The document is a client intake questionnaire designed for coaching businesses, gathering essential information about the client's business history, current reality, and future expectations. It includes sections on revenue, key breakthroughs, client acquisition channels, employee changes, and organizational assessments. The questionnaire aims to understand the client's long-term vision, challenges, and desired outcomes for future growth.

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alkaishkhan07
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2 views5 pages

30.6-Client Intake Survey

The document is a client intake questionnaire designed for coaching businesses, gathering essential information about the client's business history, current reality, and future expectations. It includes sections on revenue, key breakthroughs, client acquisition channels, employee changes, and organizational assessments. The questionnaire aims to understand the client's long-term vision, challenges, and desired outcomes for future growth.

Uploaded by

alkaishkhan07
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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www.imarketing.

courses
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Client Intake Questionnaire


Name of Business

Your Website Network (different websites you may have)

What is your biggest driver?

Do share if there is a long term vision in the way you would like to work (do you enjoy
more freedom or doing the work empowers you)

Your personality type (MBTI or Kolbe)

Coaching Businesses Page 1 of 5


www.imarketing.courses
www.imarketing.courses

History of the Business

Revenue Chart of past 3-5 years (if applicable)

Key Breakthroughs for each year (especially something that brought a big revenue
change)

What are the key client acquisition channels for the past 3-5 Years?

Key employees hired in the past years?

Key employees that were let go in the past years that impacted revenue or
profitability?

Coaching Businesses Page 2 of 5


www.imarketing.courses
www.imarketing.courses

Current Reality of Business

Expected Revenue for the Year.

Key Learnings from current Year

Any change in marketing channels from the above answers?

Please share each product progressively (cheaper to most expensive).

Please share each working marketing piece that you are using for client acquisition.

Are there any financial challenges I should be aware of as your coach.

Coaching Businesses Page 3 of 5


www.imarketing.courses
www.imarketing.courses

Current Organisational Chart of the Business.

On a scale of 1-10 how productive is the team? Why do you believe so?

On a scale of 1-10 rate the company culture? Why do you believe so?

On a scale of 1-10 how clear is the team about the vision of the company? Why do
you believe so?

On a scale of 1-10 how likely is senior leadership to stay for at least 5 years with the
company? Why do you believe so?

Coaching Businesses Page 4 of 5


www.imarketing.courses
www.imarketing.courses

Expected Future of the Business

Projected Revenue for the next 2 years.

Please outline what are some of the key outcomes you would like for the next 2 years

What are upcoming Product ideas/Business Ideas/Marketing ideas that you already
have to achieve that growth.

Coaching Businesses Page 5 of 5

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