💎 VIP Experience: Client Questionnaire Name * First Name Last Name Name If any additional First Name Last Name Birthday: * Email * Phone (###) ### #### Preferred Contact Method: * Email Text Call Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Tell me a little about who you are and what inspired you to start your coaching business. * What do you currently coach (or plan to coach) others on? * Where are you currently in your business journey? * Just starting out Launched but not consistent Ready to scale and systemize What are your top three goals for the next 12 weeks of VIP coaching? * What currently feels stuck, unclear, or chaotic in your business systems or structure? * By the end of this experience, what would make you say, “This was exactly what I needed”? * Systems Snapshot Let’s identify what’s already in place and what needs building or refining. Do you currently have a system for onboarding new clients? * Automated or Manual YES NO If yes, what tools or processes do you use? How do clients currently book sessions and sign contracts with you? * Through a booking link (e.g., Calendly, Acuity, etc.) Through email or DMs Inside a CRM or automated system Text Message/Phone Calls Other How do you currently plan and post your content? * I post whenever I feel inspired I use a content calendar or planner I have a VA or team member who helps I batch and schedule content in advance What platforms are you active on? * Instagram Facebook Youtube Tik Tok Linkedin Podcast Do you have an email list or newsletter system in place? * Yes, and I email my list consistently Yes, but I rarely send emails No, but I’d like to start one No, and I’m not sure if it’s needed Do you have a clear content system (strategy, folders, templates, workflows)? * Yes, but it needs structure I have pieces, but it’s not consistent Not really — this is something I want help with What tools or platforms do you currently use for your business? * Dubsado Squarespace Google Workspace Canva Zoom Stripe/PayPal Notion Airtable Other Do you currently have automations or workflows set up (emails, client reminders, follow-ups, etc.)? * Yes, fully automated Partially automated Not yet, but I’m open to it Do you currently track leads, clients, or content performance? * Yes No Faith & Alignment Is there a scripture, phrase, or word that’s been grounding you in this season? What do you need most from me as your coach during this experience? * Accountability Strategy & systems Mindset support Clarity & direction All of the above How do you best receive feedback? * Direct and clear Encouraging but firm A mix of both I'm Unsure Is there anything else I should know about your business, vision, or workflow before we begin? Thank you for completing this! I’m excited to walk with you through this next level of your journey. Together, we’ll get UNSTUCK, build smart systems, and position your business for sustainable success.. Go Home
