1.)  How many active clients do you have on average at any given time?

2.)  What is your main focus in coaching? (i.e. executive, business, life, time management, etc.)

3.)  What business management system(s) do you use currently to manage your business? For example, how do you schedule appointments, track billing, manage client information?

4.)  What do you like most and what do you like least about your current system?

5.)  How did you find out about your current system?

6.)  Which features would you find useful in your ideal business management system?
(1=Not Important, 5=Extremely Important)
1   2   3   4   5     Create a professional website for my business
1   2   3   4   5     Customize every client communication with my branding
1   2   3   4   5     Enable me to easily design my own branding (customizable logo creation, color choices, etc.)
1   2   3   4   5     Online scheduling calendar for coaches (clients can schedule or reschedule online)
1   2   3   4   5     Individual client web pages with forms, resources, calendar, invoices, etc.
1   2   3   4   5     Agreement manager with real-time alerts via email or text message
1   2   3   4   5     Monthly newsletters
1   2   3   4   5     A forum to communicate with other coaches
1   2   3   4   5     A referral service to attract new clients
1   2   3   4   5     A marketing platform to market my books, materials, teleconferences, webinars, etc.
1   2   3   4   5     Secure credit card processing
1   2   3   4   5     Session notes (both private and client-centered with email capabilities)
1   2   3   4   5     Online customizable intake forms
1   2   3   4   5     Pre-session forms for clients

7.)  Please list any comments or further feature suggestions you may have.

8.)  What kind of forms or documents do you share with your client? For example, intake surveys, goal worksheets, etc.

9.)  How do you exchange that information? For example, by email with download-able attachments, fax, an online system like Google Documents, hard copies, etc.

10.)  How often do you send invoices and how do you structure that process? For example, do you invoice after each session, each client once a month, all clients at one time once a month, etc.

11.)  What forms of payment do you accept? Do you use a credit card service? If you do not accept credit cards, why not?

12.)  Do you have a logo and brand for your business? Yes     No    

13.)  How important to you think branding is for your coaching business?

14.)  Where do you find out about new coaching tools, i.e. magazines, personal referrals, specific websites, emails and newsletters, conferences?

15.)  What are the deciding factors in you trying new products for coaches?

16.)  What coaching resources do you utilize on a regular basis, i.e. magazines, websites, etc? Which ones?

17.)  We're planning on giving the use of much of our system away to coaches for free, with an optional charge for some premium features. How much would you be willing to pay per month for an exceptional business management system that fulfilled all your needs in one place?

18.)  Do you have any other suggestions, requests, or ideas about how we can make the best system possible for your coaching business?

I am interested in contributing occasional feedback with the CoachAccountable team to help create a great system for coaches.
I would like to be notified when the system is released.

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Thank You! We really appreciate the time and the answers you have provided.