Business Concierge Questionnaire

Full Name

Email *

Phone *

Profession *

Business Overview:

1. What industry/type of business are you in? (Please describe what you do)

2. How long have you been in business?

3. What's your primary product or service?

4. Who is your ideal customer/client?

Business Structure & Operations:

5. What industry/type of business are you in? (Please describe what you do)

6. How long have you been in business?

7. What's your primary product or service?

8. Who is your ideal customer/client?

Business Structure & Operations:

9. How is your business legally structured?

Sole Proprietorship

LLC

Corporation

Partnership

10. Do you have employees?

YES

If yes, how many?

11. Do you work with independent contractors (1099s)?

YES

If yes, how many?

12. Where is your business located?

13. Do you operate from a physical location, online, or both?

Customer Acquisition & Marketing:

15. What's your biggest challenge in attracting new customers?

16. How do you currently market your business?

Business Growth & Challenges:

What are your top 3 needs for growing your business right now?

Need 1

Need 2

Need 3

17. What's your biggest business frustration or obstacle?

18. What would success look like for you in the next 12 months?

19. Have you ever worked with a business coach or consultant before? If yes, what was that experience like?

Additional Opportunities:

20. Have you ever wanted to write a book about your expertise or story?

Yes

Maybe

21. yes to the above, what would your book be about?

Investment & Timeline:

22. How quickly are you looking to implement changes or get help?

23. Is there anything else about your business or goals you'd like me to know?

Commitment Statement:

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.