Coaching Intake Form
First, Last name
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Email
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1. What is your 6 month goal? Specifically, what monthly income would you be 'happy' with, 6 months from now?
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2. How much time per week do you have to spend on building your business? (Please be as practical as possible...better to underestimate, than overestimate)
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3. The following question is neither a guarantee or an indicator of outcome, it's simply to identify available resources. If you knew for sure, you'd reach your 6 month goal, how much could you afford to invest monthly for the next 6 months if NO revenue came in?
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4. As it relates to this business, do you have support of anyone (spouse, family, friends, etc). Explain:
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5. What are the types of business activities/hobbies you enjoy (writing, speaking, designing, etc)
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6. Is there anything you know for sure you do NOT want/like to do?
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7. List any specific challenges or issues that you're currently facing that impact your ability to hit your goals? (technical, time, know how, systems, etc)
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8. What skills/talents/knowledge do you feel can contribute to your success?
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9. What areas do you feel you need the most help from our coaching?
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Please rate yourself from 1 - 10 (10 being the highest) in your familiarity/skills with the following:
1. Social Media - General social media familiarity
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10
2. Social Media - Social media marketing
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6
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10
3. Affiliate marketing
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10
4. Paid Ads - Google AdWords
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10
5. Paid Ads - Bing
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10
6. Paid Ads - Faceboook
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10
7. Paid Ads - LinkedIn
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10
8. SEO
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10
9. Autoresponders
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10
10. Shopping Carts (Infusionsoft, Zaxaa, 1Shopping Cart, Shopify, etc)
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11. Content marketing
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10
12. Writing (Articles/ Blogging)
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13. WordPress
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10
14. Sales
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10
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