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Client Kick-off Questionnaire Template

Welcome to Kavita Melwani's Client Kick-off Questionnaire Template! This template is designed to provide professionals with an easy-to-use form to get to know their clients and their needs better.

Gathering information from your clients is essential to providing the best services and advice. This template is designed to help you get to know the basics of your clients, such as their goals, interests, and challenges. Additionally, it helps you collect information on their business, such as company size, business model, and current challenges.

By using this template, you can easily get to know your clients' needs and help them reach their goals. This template also provides you with a platform to get feedback from your clients, so you can continuously improve the services you provide.

The template is easy to use and provides you with all the information you need in a clear and concise format. All you need to do is fill out the questionnaire and you will be able to better understand your clients and provide them with the best services.

Start using Kavita Melwani's Client Kick-off Questionnaire Template today and start providing your clients with the best services and advice.

Client Kick-off Questionnaire Template

  1. What do you see as your strengths? If you have taken any type of assessment, please share the results here.

  2. Through our initial call, we discussed your vision. Please write out the essential details here and anything that has become clearer since we spoke.

  3. Where do you see yourself in five years? Be as specific as possible.

  4. How do you feel about money and/or earning money? Share any relevant information about your journey so far.

  5. What do you value as part of your Career and Business? In other words, what do you KNOW you need to be present in your work.

  6. How do you view time? Give me some details.

  7. What are some areas of your life and/or work that you DON'T want to change?

  8. Through our journey together, think about 3 main areas you want to shift/improve/transform. If you don't have 3 elaborate on what you do have.

  9. What is the outcome you desire from coaching? How do you see coaching shifting/improving/transforming the above 3 Shared areas?

  10. Please tell me about your self-care practices.

  11. Anything else you would like to share?

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