Thank you, client, for booking your consultation. Here is your Pre-Consultation Assessment. Your answers will give me better insight into your business and help maximize our time during the session.
About Your Business
What is the name of your business?
{"type":"text","name":"__generic","width":100,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","placeholder":"Business Name"}
How long have you been in business?
{"type":"radio","name":"careerYears","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please fill in this item.","options":"0-2 years\n3-5 years\n5-10 years\n10-20 years\n20+ years"}
List your website address.
{"type":"text","name":"__generic2","width":100,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","placeholder":"Website"}
List any social media accounts.
{"type":"textarea","name":"__generic3","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":"Facebook, Instagram, LinkedIn, Twitter, etc..."}
Your Consulting Needs
What area of your business are you looking to receive consulting? (check all that apply)
{"type":"checkbox","name":"consultationNeeds","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please fill out this item.","options":"I want to start a business\nI need clarity around my services or products\nI'm confused about my target audience\nI have problems with my messaging\nI want a review of my visuals such as logo, website, marketing collateral, etc.\nThe business needs more revenue\nOther"}
What is your #1 frustration right now?
{"type":"textarea","name":"frustration","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":"Feel free to keep it brief or express as much as you want."}
How would your business change if you were to overcome this area of frustration?
{"type":"textarea","name":"__generic4","width":100,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","height":80,"placeholder":"Feel free to express as much as you would like."}
What is working well right now?
{"type":"textarea","name":"__generic5","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":"Something you can celebrate."}
Just a Few More Questions
Have you ever worked with a coach or consultant before?
{"type":"radio","name":"previousCoaching","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","options":"Yes\nNo"}
If so, what worked?
{"type":"textarea","name":"worked","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":"What helped you in achieving your goals?"}
In Closing...
What do you hope to get out of the call?
{"type":"textarea","name":"tangible","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":"Such as three action items, clarity on a specific area, etc."}
On a scale of 1-5, HOW READY are you to achieve the changes you desire?
{"type":"radio","name":"ready","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please fill in this item.","options":"1 - Not really\n2 - Kinda\n3 - I don't know\n4 - I'm getting there\n5 - I've been ready"}
On a scale of 1-5, how much DO YOU BELIEVE the changes will happen?
{"type":"radio","name":"believe","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please fill in this item.","options":"1 - Not really\n2 - Kinda\n3 - I don't know\n4 - I'm getting there\n5 - I believe it will happen"}
How did you hear about me? Check all that apply.
{"type":"checkbox","name":"advertising","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please fill in this item.","options":"I heard you speak at an event\nFriend/ Word of Mouth\nSocial Media\nI came across your website"}
If it's a friend or word of mouth, please list their name.
{"type":"text","name":"referral","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":"List the name of the person who told you about me."}
Thank you! Please continue to the next step. Your appointment will not be completed until payment has been made.
