To best serve you, we will need to ask a few questions that will help guide our first call together. Please do not spend more than 10 minutes on this worksheet.
First, what do you think is important for us to know? Do you have any upcoming deadlines, client opportunities, or other needs that we need to prioritize?
{"type":"textarea","name":"__generic","width":100,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item. If nothing, type: \"None\"","height":80,"placeholder":""}
(The following questions are based on your current client list. Don't stress, we can change this number at any time, but this helps us best understand your needs.)
How many Full Focus clients do you estimate bringing over?
{"type":"text","name":"FF_Client","width":100,"value":"","size":"Normal","validation":"TI","validationMessage":"Please enter a number.","placeholder":""}
How many other clients do you estimate bringing over?
{"type":"text","name":"Reg_Client","width":100,"value":"","size":"Normal","validation":"TN","validationMessage":"Please enter a number.","placeholder":""}
Other than the following appointment types, what other regular appointments do you schedule with clients?
- 45 Minute Coaching Session (paid)
- 60 Minute Clarity / Breakthrough Call (free)
{"type":"textarea","name":"__generic4","width":100,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item. If nothing, type: \"None\"","height":80,"placeholder":""}
Do you have any other coaches that will be using this platform?
{"type":"radio","name":"__generic5","width":100,"value":"","size":"Small","validation":"C1","validationMessage":"Please make a selection for this item.","options":"Yes\nNo"}
Do you use a payment processor? If so, which one?
{"type":"radio","name":"__generic6","width":100,"value":"","size":"Small","validation":"C1","validationMessage":"Please choose one of the above options.","options":"Stripe\nSquare\nPaypal\nNone Currently\nOther"}
Will you be prepared to login to your payment processor on our call so that we can set it up together?
{"type":"radio","name":"__generic2","width":100,"value":"","size":"Small","validation":"C1","validationMessage":"Please make a selection for this item.","options":"Yes\nNo"}
Will you be prepared to to login to your calendar on our call so that we can set it up together?
{"type":"radio","name":"__generic3","width":100,"value":"","size":"Small","validation":"C1","validationMessage":"Please make a selection for this item.","options":"Yes\nNo"}
Will you be prepared to to login to Zoom on our call so that we can set it up together?
{"type":"radio","name":"__generic7","width":100,"value":"","size":"Small","validation":"C1","validationMessage":"Please make a selection for this item.","options":"Yes\nNo"}
Can you tell us a little about the coaching packages you offer? Be as brief as you would like. We will be asking for more details later.
{"type":"textarea","name":"__generic8","width":100,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","height":80,"placeholder":"Example: 24 sessions over 12 months, 2 sessions a month, discounts for paying up front."}
Is there anything else we should know?
{"type":"textarea","name":"__generic9","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":""}
Thank you for filling this out! I look forward to working with you!
Noah
