Free Business Assessment & Coaching

Take a few minutes to answer the questions below as honestly as possible, to get valuable insight on where you want to go, and what’s holding you back. Optionally you can request a strategy call (free for qualifying business owners) to review your answers, create a plan, and see if we’re a fit for ongoing coaching.

"*" indicates required fields

RATE YOUR LIFE SATISFACTION 1-10 (1=terrible, 10=fantastic)

Numbers only; Rate 0 if an area is unimportant to you.

Business/Career Fulfillment*

Please enter a number from 0 to 10.

Wealth & Money*

Please enter a number from 0 to 10.

Health & Peace

Please enter a number from 0 to 10.

Connection: Friends/Family/Partner (vs Loneliness)

Please enter a number from 0 to 10.

Connection: Self (Liking Self vs Self Criticism/Judgements)

Please enter a number from 0 to 10.

Leadership/Team Management Skills

Please enter a number from 0 to 10.

YOUR BUSINESS & TARGETS

How long have you been in business? How do you help people?

What are your 3 greatest business accomplishments over the past three years?

How quickly do you want to double revenue?*

Current Annual Business Revenue

Est. Business PROFIT Last 12 Months*

Total Income All Sources

Business Vision: Where do you want to be in 12 months?

(e.g. triple monthly leads, staff 40% happier to work here, inspiring corporate vision and mission)

Lifestyle Target: What's your lifestyle in 12 months?*

(e.g. 30% more time off, design ideal lifestyle, live in my dream location)

Other Personal Targets in 12 Months

(e.g. wife and I 50% happier in relationship, 50% more fully self expressed, 50% more confident leader)

ROADBLOCKS*

Name up to 3 reasons or challenges stopping you from achieving these goals, or slowing you down

Main Form of Self-Sabotage*

Est. Annual Cost of Not Handling Roadblocks/Making Changes

RATE YOUR COACHING IMPROVMENT AREAS 1-10 (1=terrible, 10=fantastic)

Be Honest! Rate 0 if an area is unimportant to you.

I Have Clear Goals (motivating, challenging)*

Please enter a number from 0 to 10.

I Have a Clear Plan (strategic, scheduled, specific, actionable)*

Please enter a number from 0 to 10.

I'm SUPER Productive (focus: what matters, zero distractions)*

Please enter a number from 0 to 10.

My Mindset is strong (belief, possibility, no limiting beliefs)*

Please enter a number from 0 to 10.

I have as many Leads as I can handle

Please enter a number from 0 to 10.

My Lead Conversion to Sales is very high*

Please enter a number from 0 to 10.

I Leverage Existing Customers very well (upsells, referrals, testimonials)*

Please enter a number from 0 to 10.

Hiring Talent: I have a great system, and delegate well.*

Please enter a number from 0 to 10.

My Staff Motivation and Team Accountability is very high*

Please enter a number from 0 to 10.

I'm Decisive (rarely second guess, readily commit)*

Please enter a number from 0 to 10.

I WOULD LIKE A BRIEF STRATEGY CALL TO REVIEW MY GOALS/CHALLENGES AND SEE IF WE ARE A FIT FOR COACHING

IMPORTANT: if you don't want a strategy call, but just this assessment, enter anything you like for this next section and skip the booking process on the next page. You will need to enter your correct name and email at the bottom to receive your assessment answers.

This is how much TIME I am READY to invest in order to achieve my goals*

What this coaching could provide for me that could be MOST valuable, and help me make lasting change vs staying where I am, is...*

(e.g. challenge, accountability, focus, support, sounding board, strategies, validation, confidence, questioning)

This is the minimum time period I imagine I would need to work with my coach to really create LASTING change...*

Realizing you can't accept all applications, the reasons I believe I’m a great candidate for coaching with you are...*

On scale of 1 to 10, here’s how COMMITTED I am to making lasting changes with your coaching support, despite any past struggles indicated above...*

Please enter a number from 1 to 10.

On a scale of 1 to 10, this is how READY I am to INVEST in myself and my business to experience the accelerated growth I deserve. (NOTE: The investment is normally pm depending your revenue & the program you're eligible for)*

Please enter a number from 1 to 10.

Here’s what else I’d like you to know about me or my business to consider me for coaching, should I want to proceed after our strategy call:

YOUR DETAILS

First Name

Last Name

Email (to receive your assessment answers)*

Best Phone*

Website or Company

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