Business Background Questionnaire

Your Business

What type of business are you in?

Professional Service Manufacturing Retail Wholesaler/Distributor Other

Please list the specific types of products and/or services you provide for your customers. How long have you been in business? How did you acquire this business?

Started Bought existing Franchised Inherited Other

Your Business

Who, other than yourself, is involved in the decision making of your business? Please describe your main challenges. What holds you back? Be specific. 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? What is your conversion rate (i.e., what % of leads actually buy from you)? Is your conversion rate estimated or measured?

Estimated Measured

Your Marketing

How do you generate leads for your business? Please provide estimated percentages on the following (ideally totalling 100%):

Radio

%

Direct Mail

%

Magazine Advertising

%

Daily Newspaper

%

Catalogues

%

Walk-Ins

%

Local Paper

%

Face to face calling

%

Other

%

Television

%

Referrals

%

Telemarketing

%

Flyers

%

YouTube

%

Instagram

%

Other Online Platform

%

Total: 0%

Your Sales Goals

This is completely confidential and will not be shared with anyone.

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

What percentage growth do you expect to see in the next 12 months? How do you see this growth being achieved?

Yourself as a Business Owner

What percent of your time, on average, do you devote to the following activities? (ideally totalling 100%)

Strategic Planning

%

Business Development & Marketing

%

Day-to-day Operations

%

Trouble-shooting & Fighting Fires

%

Other

%

Total: 0%

Yourself as a Business Owner

Please describe your strengths as a business owner: Please describe the areas where you need improvement as a business owner: What are the biggest frustrations you have with your own business?

Yourself as a Business Owner

On a scale of 1 to 10, please rate your Skill (S) and Interest (I) in each area:

Leadership S I

Marketing S I

Sales S I

Finance S I

Operations S I

Strategic Planning S I

Goal Setting S I

Customer Service S I

Decision Making S I

Employee Development S I

Yourself as a Business Owner

What are your hobbies? How do you currently spend time outside of your business? 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?

I'm an action oriented person who is most comfortable when in charge. I'm a 'people' person who values friendships in my work relationships and likes to build consensus. I'm calm and cool under pressure and like to make logical rather than emotional decisions. I like to study lots of information before making decisions.

Your Team

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

Currently 1 Year ago 2 Years ago

What team or staff challenges are you currently facing on a regular basis? If you could make any changes to your team, what would they be and why?

Coachability

If there was one thing you could change about your business in the next 90 days, what would it be and why? Is there any additional information you feel would be valuable for our discussion?

Business Background Questionnaire

Your Business

Your Business

Your Marketing

Your Marketing

Your Sales Goals

Yourself as a Business Owner

Yourself as a Business Owner

Yourself as a Business Owner

Yourself as a Business Owner

Your Team

Coachability

Thank you!