Business Coaching Onboarding Survey Step 1 of 6 16% General InformationName(Required) Email(Required) Date(Required) MM slash DD slash YYYY Business Name(Required) Business Type(Required)N/ASole ProprietorshipPartnershipLLCS-CorpC-CorpOtherYears in Business(Required)Business Industry(Required) Example: Health & FitnessBusiness Niche(Required) Example: Sustainable Weight-LossBusiness Website Social Media Accounts (click + to add more)Social Media PlatformAccount or Handle Add RemovePlease list all social media accounts (Twitter, Instagram, YouTube, Facebook, etc.) with corresponding account or handle. Example: Instagram | @Ashley_Fillmore1 Products and ServicesCurrent Offers (click + to add more)Offer or Product NameDescriptionDurationPrice Add RemoveDo your offers include online content?(Required) Yes No I don't know Example: eCourses, videos, PDF downloadsIf yes, what content management service do you use? Example: Kajabi, TeachableAverage Client Retention (months) How long (months) does a client generally stay in your business ecosystem (any offer). This can be your best guess if data is not available. Marketing & Lead GenerationDo you currently use email marketing?(Required) Yes No I don't know If yes, what provider do you use Example: Mail Chimp, Kajabi, AweberCurrent Email List SizeDo you currently use online ads?(Required) Yes No I don't know If yes, what services do you use Example: Google Ads, Facebook AdsCurrent Average Ad Budget (Mo.)Are you familiar with marketing funnels?(Required) Yes No I don't know Are you familiar with product "launching"?(Required) Yes No I don't know Are you familiar with "challenges"?(Required) Yes No I don't know Business OperationsList any software systems you currently useName of SystemDescription of Use Add RemoveSoftware systems are normally thrid-party platforms that help you run your business. Examples include: Kajabi, Aweber, Wordpress, Gmail, Google Drive, ClickUp, Slack, Trainerize, Practice Better, Acuity Scheduling, etc.List any people or professional service resources you currently useService Name or TypeService Description Add RemoveMany people use contracted labor or professional services to help with different aspects of their business. Examples include: accountant, legal, virtual assistant, website design, ads specialist, marketing, social, etc. Please also include any other team members if you have direct employees or people who just help out.Experience with Business Management (1-10)How comfortable are you with business administration such as managing revenue, expenses, profit & loss, taxes, contracts, service agreements, etc. It's both okay and normal if the answer is 0.Maturity of Business Systems (1-10)How mature are your business systems such as onboarding, workflows, automations, processes, etc. It's both okay and normal if the answer is 0. Current vs. Target StateIs this business your full time job?(Required) Yes No Do you want this business to be your full time job?(Required) Yes No Do you have other employment?(Required) Yes No Current Hours Per Week Spent on Your Business(Required)Ideal Hours Per Week Spent on Your Business(Required)Current Monthly Income(Required)Target Monthly Income(Required)Current % of income generated online(Required) Example: 25% online, 75% in personTarget % of income generated online(Required) Example: 100% onlineCurrent Number of Clients(Required)Ideal Number of Clients(Required) In your own words, please describe your overall business journey.(Required)Please describe your biggest struggle right now. What do you need help with the most?(Required)What do you consider to be your top strengths and your top weaknesses?(Required)What else do I need to know to better serve you?