Business Name
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Client Name
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First Name
Last Name
Phone
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Country
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Email
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What type of business are you in?
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Please list the specific types of products and/or services you provide for your customers
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How long have you been in business?
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Do you have a business plan?
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Yes, I have a current plan and I review it regularly
Yes, but it's out-of-date or could be better
No
Who, other than yourself, is involved in the decision making of your business?
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Please describe your main challenges. What holds you back? Be specific.
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How many hours per week do you currently work (on average)?
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How do you feel about this?
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Why would a customer buy from you and not your competitors? What makes you unique?
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How do you see this growth being achieved?
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What percentage of your time, on average, do you spend working IN your business?
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(For example; Client meetings, sales, delivering services, on the tools, admin, financials, marketing, supervising staff or teams, running daily operations, etc.)
Please describe your strengths as a business owner
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Please describe the areas where you need improvement as a business owner?
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What is the biggest frustration you have with your own business?
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Leadership
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Marketing
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Sales
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Finance
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Operations
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Strategic Planning
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Goal Setting
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Customer Service
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Decision Making
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Employee Development
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What is your current team size (How many people do you currently employ?)
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What team challenges are you currently facing on a regular basis?
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If you could make any changes to your team, what would they be and why?
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What are your hobbies? How do you currently spend your time outside of your business?
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If you had enough time and financial resources to do anything you choose, how would you spend your time outside of your business?
Which statement best describes you?
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(Check one)
If there was one thing you could change about your business in the next 90 days, what would it be and why?
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If there was one thing you could change about your business in the next 12 months, what would it be and why?
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Is there any additional information you feel would be valuable for our discussion?
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