ActionCOACH Business Development Application

CONFIDENTIALITY NOTE: The information contained within this application is confidential information, intended only for the use of your ActionCOACH and the person completing this application. If the receiver of this application is not the intended recipient, the receiver is hereby notified that any dissemination, distribution, copy or publication of the application is strictly prohibited.

Client Details: Business Name *

Client Details: Client Name *

Client Details: Mobile Phone *

Client Details: Email Address *

How did you hear about us? *

Your Business: What type of Business are you in? *

Your Business: Please list the specific types of products and/or services you provide for your customers *

Your Business: How long have you been in business? *

Your Business: How did you acquire this business? *

Your Business: Who, other than yourself, is involved in the decision making of your business? *

Your Business: Please describe your main challenges. What holds you back? Be VERY specific. *

Your Business: How many hours per week do you currently work on average? How do you feel about this? *

Your Marketing: Why would a customer buy from you and not your competition? What makes you unique? *

Your Marketing: How do you generate leads for your business? (Select all that apply)

Your Marketing: What is your conversion rate (i.e, what % of leads actually buy from you)? *

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? Note: This is completely confidential and will not be shared to anyone.

Your Sales Goals: What percentage growth do you expect to see in the next 12 months? *

Your Sales Goals: How do you see this growth being achieved? *

Yourself as a Business Owner: On average, where do you devote most time? *

Yourself as a Business Owner: Please describe your strengths as a business owner *

Yourself as a Business Owner: Please describe the areas where you need improvement as a business owner *

Yourself as a Business Owner: What are the biggest frustrations you have with your own business? *

Yourself as a Business Owner: What are your hobbies? How do you currently spend time outside of your business? *

Yourself as a Business Owner: Which statement best describes you? *

Your Team: How many employees, on average, have you employed in the past 3 years? *

Coachability: If there was one thing you could change about your business in the next 90 days, what would it be and why? *

Your Team: What team or staff challenges are you currently facing on a regular basis? *

Your Team: If you could make any changes to your team, what would they be and why? *

Coachability: Is there any additional information you feel would be valuable for our discussion? *

Coachability: Ideal Client Checklist (Check all that apply) *