Business Background Questionnaire

Tell us a bit about yourself!

Business Background Questionnaire

This questionnaire is designed to accomplish 2 things: 1) to help me determine if there is a good fit between you and your business goals and my coaching services and 2) to help make our initial coaching session as productive as possible. This questionnaire includes general questions about your goals and ownership/leadership style as well as more specific questions relating to your business. It is important for you to be as honest and accurate as you can.

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 hereby notified that any dissemination, distribution, copy or publication of the questionnaire is strictly prohibited.

Contact Information

Owner's Name
Mailing Address

Your Business

What type of business are you in?

How did you acquire this business?

Your Marketing

How do you generate leads for your business? Check all that apply.
Is your conversion rate estimated or measured?

Your Sales Goals

What revenues and profits has your business generated in the past 3 years and what do you project for the current year? If you do not have 3 years of history, just include the years you do have.


Yourself as a Business Owner

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

On a scale of 1 to 10, please rate your skill level in the following key areas with 1 being the least possible and 10 being the highest.

Which statement best describes you?

Your Team

How many employees, on average, have you employed in the past 3 years?