Business Profile Questionaire

Let’s Start Mastering Your Business!

As your Success Coach, I am excited to begin working with you and helping you maximize your investment.

To make the most out of our first session, please be sure to complete and email me your responses to the Business Profile Questionnaire below before we have our first call. Don’t hesitate to contact me in the meantime if you have any questions.

The following page starts your Business Profile Questionnaire.

These are important questions about your business that are essential to the Coaching Process and helping you get the most out of our relationship and the development of an effective Success Plan.

Again, please answer the following questions before our first session.

Some of these questions may be hard or uncomfortable to answer, but the more I know about your business, its strengths, and its challenges, the better I can help you as your Coach. The information that you share is kept in confidence and any information you share is considered confidential.

By having these questions answered prior to our meeting, we will be able to maximize the valuable time we spend together.

You can open up this document on your computer and type in the answers right into the boxes. In this form, there are 14 pages with questions divided into different categories that are important to analyze your business.

If you have to take a break, use the save button and return to filling out the form later.

To save your work, you don't need to create an account - select the option "Skip Creating an Account" which will be at the bottom of the notification window that will show up after you click the SAVE button. You will receive an email with the link to edit your form.

After submitting, a copy of your answers will be emailed to both of us, and you will receive it in your email.

Please complete and submit this questionnaire at least 24-48 hours before our first coaching session. Please don’t rush this. Be detailed and thoughtful with your answers. This will create a more valuable first session.

Please contact me at doug@businesssuccessfactors.com or by phone if you have questions. Thank you and I look forward to our work together.

To Your Success,

Doug

Doug C. Brown

Your Business Mastery Coach

doug@businesssuccessfactors.com

+1 832-549-4836

	Yes	No
Do you use any brochures or sales literature?
Do you do any market education?
How about direct mail?
Have you ever used public relations?
Do you contact prospects personally?
Do you contact prospects over the phone?
Do you contact prospects face-to-face?
Have you done any trade shows?
Have you done any speaking engagements?

Business Profile Questionaire

Let’s Start Mastering Your Business!

Overview of Your Business

REVENUE, PROFITABILITY, AND CASH FLOW

To get a clear understanding of your company (as well as where your organization's strengths and challenges are), I need to ask some financial questions regarding your revenue, expenses, and profitability.

General Financial Questions

Revenue

What have been your Annual Gross Revenues for the past several years?

Gross Profit

What has been your Annual Gross Profit % for the past several years?

Profitability

What are your Breakeven Points?

Net Profit - Last Fiscal Year (EBITDA)?

What is the bottom line (Net Post-Tax Profit %)?

Cash Flow

EMPLOYEES

How many Employees do you have?

Give me a breakdown of the Type of Employees in your company and How Many in each department.

Do not include yourself

How would you rate the following with regards to your employees: (Rate 0 – 5, where 5 is the highest)

PRODUCTS AND SERVICES

CUSTOMERS /CLIENTS

COMPETITION

SKILLS, CHALLENGES, GOALS, AND OBJECTIVES

MARKETING EFFORTS

SALES EFFORTS

Ultimate Goals

RATE YOUR SKILL LEVEL

FINAL THOUGHTS, GOALS, OR EXPECTATIONS

Thank you for answering these questions.