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Business Background Questionaire

Client Details:

Mailing Address
MM slash DD slash YYYY

Your Business:

What type of business are you in?
How did you acquire this business?

Your Marketing:

How do you generate leads for your business? Please provide estimated percentages on the following:
Is your conversion rate estimated or measured?

Your Sales Goals:

Yourself as a Business Owner:

What percent of your time, on average do you devote to the following activities:
On a scale of 1 to 10, please rate your skills (S) and interests (I) in the following key areas with 1 being the least possible and 10 being the highest.
Skills:
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Interests
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Which statement best describes you? Tick/CheckOne…

Your Team:

Thank you for taking the time to complete this questionnaire. It’s very important for both of us to fully understand your current situation—that way we can focus on the areas of greatest need and importance to you. If you have any specific questions on any area of the questionnaire, please don’t hesitate to contact me at:shannonfiling@actioncoach.com or 402-587-6329
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