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Business Coaching Discovery Questionnaire Template

Are you looking for a way to get to know your clients and their business goals better? Our Business Coaching Discovery Questionnaire Template is the perfect tool to help you do just that!


This template provides an organized structure for gathering information about your client’s business, including their mission, objectives, challenges, and more. It covers topics such as current business performance, customer insight, and marketing strategies, so that you can gain a better understanding of your client’s needs and how your coaching can help them reach their goals.


By using this template, you can easily create a questionnaire that covers all the essential information for a successful business coaching session. Plus, it’s easy to customize to fit the unique needs of your clients. With our Business Coaching Discovery Questionnaire Template, you can collect the data you need to get to know your clients better and create a plan of action that will help them reach their goals.


Take the guesswork out of your business coaching sessions and start using our Business Coaching Discovery Questionnaire Template today!

Business Coaching Discovery Questionnaire Template

  1. How did you hear about me?
  2. What is your number one priority for your business during the next year?
  3. What are the top challenges you and your company are currently going through?
  4. What is your customer's most pressing issue that you help solve or mitigate ?
  5. What is the value of overcoming these issues to you (your company)? Not just financially, but also in terms of stress and your health?
  6. How long can you manage and stay with things as they are?
  7. Can you tell me your current client acquisition cost?
  8. Who will be making the final decisions on hiring a coach and who will be involved in implementing any changes you may need to make?
  9. What is your company's current entity type?
  10. What is your current number of employees?
  11. Do you currently work with a business attorney?
  12. Do you  currently work with a CPA?
  13. Do you currently have any emergency short-term or long term exit strategies in place?
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