Proprietor’s Name *
Email *
Telephone number *
Date of birth
For how long have you been in business?
Business Name
Why did you decide to go out on your own?
Are you a sole proprietor?
In a partnership?
Number in partnership?
Incorporated?
How much do you earn per year
Annual sales ($)
Profit Margin (%)
How much do you earn per hour? (Divide average monthly hours worked by owner draw.)
What are this year’s projections: Earnings ($)
What are this year’s projections: Sales ($)
What are some ideas you’ve had for growing your business? 2:
What are some ideas you’ve had for growing your business? 3:
What typically holds you back from implementing ideas?
How long do you normally consider an idea before making a definitive decision on it?
What do you spend your days doing (list your activities)?
How satisfied are you with the time you spend at work?
How many days (including partial) do you work each month?
What do you like most about your work
How long are your vacations?
How long are your vacations: days-in-a-row?
How long are your vacations: weeks-in-a-row?
How long are your vacations: number each year?
How satisfied are you with the time off you currently take?
How many employees do you have: in the field?
How many employees do you have: in the office? (not counting yourself)
What are your 3 biggest challenges with delegating to employees? :1
What are your 3 biggest challenges with delegating to employees? :2
What are your 3 biggest challenges with delegating to employees? :3
Who’s your market (eg. ICI / Residential)?
How do you get jobs?
What’s your specialty service or product?
What makes a “good” customer?
What’s your payment system (terms of payment) and rate of success?
How do you deal with Change Orders?
How frequently do you bid lower on jobs because you see several or sizeable Change Orders?
How successful are you in turning a healthier profit because of Change Orders?
What’s your average job size? $
If you were to categorize your customers into A, B & C, what’s the % of income from each group? Group “A”
If you were to categorize your customers into A, B & C, what’s the % of income from each group? Group “B”
If you were to categorize your customers into A, B & C, what’s the % of income from each group? Group “C”
How do you describe each category? Group “A”
How do you describe each category? Group “B”
How do you describe each category? Group “C”
What are your 3 biggest challenges with customers? Challenge “1”
What are your 3 biggest challenges with customers? Challenge “2”
What are your 3 biggest challenges with customers? Challenge “3”
What are the missing resources in your business right now? (eg., staff, revenue, time, etc) #1:
What are the missing resources in your business right now? (eg., staff, revenue, time, etc) #2:
What are the missing resources in your business right now? (eg., staff, revenue, time, etc) #3:
On a scale of 1 – 10 (with 10 being the highest):How successful do you feel at implementing changes in your business?
On a scale of 1 – 10 (with 10 being the highest): How well do you feel you and your teams manage your time?
On a scale of 1 – 10 (with 10 being the highest): How confident do you feel as a leader of your teams?
On a scale of 1 – 10 (with 10 being the highest): How confident are your foremen_supervisors as team leaders?
On a scale of 1 – 10 (with 10 being the highest): How do you feel your customers would score your business overall?
On a scale of 1 – 10 (with 10 being the highest): How effectively do you feel your business deals with challenges?
From which part(s) of your business do you feel the majority of your challenges come? #1
From which part(s) of your business do you feel the majority of your challenges come? #2
From which part(s) of your business do you feel the majority of your challenges come? #3
What makes YOU/your company UNIQUE?
Describe your ideal customers:
Have you ever worked with a business coach or consultant before?
If so, how much have you invested in yourself & your business with a Coach or Consultant? (Under $10,000) ($10K -> $50K) ($50K -> $150K) ($150K -> $500K) (Over $500K)
