Free template · 15 questions
Business coach client questionnaire
An intake for founders and small-business owners that captures the numbers and the bottleneck before the first coaching call.
When to send it: Before the first session.
The business
- 1.What does your business sell, to whom, and for how long has it been running?
- 2.Annual revenue range and profit margin, roughly.
- 3.Team size, and what you still do yourself that you should not.
The bottleneck
- 4.The one problem that, if solved, would make the biggest difference.
- 5.Goals for the next 12 months: revenue, hours worked, team, exit?
- 6.What have you tried that did not work?
- 7.Where do your best customers come from today?
Coaching
- 8.What do you expect from me: strategy, accountability, sounding board, skills?
- 9.How available are you between sessions for messages?
- 10.What would make you end the coaching early?
Budget, timing and decisions
- 11.What budget range have you set aside for this?
- 12.Is there a hard deadline, and what happens if it moves?
- 13.Who else needs to approve the work or the contract?
- 14.How would you prefer we communicate (email, calls, messaging), and how often?
- 15.How did you hear about me?
Send it, and get the answers back
Stop copying answers out of email threads. With Clinch the questionnaire goes out with your proposal or contract, your client fills it in from their phone, and the deposit is paid when they sign.
Send this questionnaire freeQuestions about client questionnaires
When should a business coach send a client questionnaire?
Before the first session.
Can I edit these questions?
Yes. Copy them, remove what does not apply and add your own. Shorter questionnaires get answered faster: keep only the questions whose answers change your price, your plan or your contract.
Should the questionnaire come before or after the contract?
Questions that affect price and scope belong before the proposal; the detailed ones (names, timelines, access) work best right after signing, when the client is committed and expects them.
How do I send it with Clinch?
Create a free Clinch account, paste the questions, and send them with your proposal or contract. Your client answers from their phone without an account, and the answers are saved on the client's record.