Business Coaching Pre-work Form

Welcome to your pre-work process, this exercise is designed to get you thinking (differently), get to know your areas of growth, what is working for you right now, and what is ready for change.

The pre-work exercise is about creativity, brainstorming, honesty, and getting to the heart of what you truly want from and for your business. There are no wrong answers. There is no judgment. This is confidential. Answer from your heart.

I'm so excited to take this journey together.

BE WELL & GOOD

Amy

Your first name

Your last name

Phone

Website URL

Current Situation

Tell me about your business (or idea), and where it is at right now

What is working well? (What do you see as your strengths)

What is not working well?(What do you see as your pain points)

Why does your current business exist, and for whom? (Don't overthink your answer, I invite you to take a few deep breaths and free write.)

Future vision

Tell me where you want to be

How do you want to FEEL?

Where do you want your business to be in the next 12 months time? (And beyond, try to keep it within the next 5 years, and try to speak to the money you want to be earning)

What is important to you? i.e What do you value as a person, and as a business?

Your clients/community

Tell me who you are building relationships with

Who is your dream customer? Describe them in detail, it may be helpful to think of an existing client who you love to work with or it may be a NEW type of client you are wanting to welcome into your business.

Are you currently attracting your ideal clients? If so, why? If not, why do you think that is?

What problems or challenges do your clients come to your brand to solve or explore?

What are your favourite things about your current (or past) clients? What makes them special?

Systems

Tell me how or what you have in place to streamline your process

Are you currently satisfied with your branding, things like your website, marketing copy, visuals, client onboarding process, communications, and online store/offerings?

Are you currently happy with the way you're planning and implementing your marketing? If not, explain why.

Would you like to be interacting with more clients or other collaborators by offering creative ways to connect, other than what you are already doing? i.e Networking groups, events, podcasts, radio/TV, etc. If you have ideas list what they are.

Do you currently want to introduce any new systems into your business? This could also be things like online stores, courses, training, memberships, etc.

Wellness

There are no right or wrong answers here. We are constantly learning and evolving our relationship to the practice of well-being as an individual and as a business

What are your well-being values, for yourself personally? Short answer, don’t overthink it, and answer honestly from your heart. Could be a few keywords.

Do you currently feel like your business and your well-being are aligned? Explain more.

Do you think your well-being values are being reflected in how you are running your business? Give a short explanation.

Do you think your well-being values are being reflected in how you lead your team if you have one? Explain more...

Cherry on the top

This question invites you to speak freely from your heart, and your vision for the future...

What is your dream for yourself, and your work? Ultimately what makes you feel most motivated and safe to express your creativity freely in the world?

What is the most memorable concert you've ever been to

What's your top 3 favourite songs right now?

Thank you!