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Buy Local
- Add listing
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Services
Resources
- Video Resources
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About Us
Shopping Cart0

Pre-coaching questionnaire

Your answers will help us select the best coach for you

Improving cashflow and finances – pre-coaching questionnaireMarita Taylor2022-02-18T15:01:33+11:00

- Step 1 of 6

Business manager's name *

First

Last

Email *

Phone *

Business name *

State/territory your business primarily based *

Is your business based in a city or a region? *

Number years business has operated *

Your industry sector *

The majority of your customers are: *

Location of majority of customers *

How many people earn a wage or salary from your business? *

Not including the owners

What type of products or services does your business sell? *

Do you have a website? *

Please provide your website link:

Do you have any of the following social account? *

LinkedIn profile
LinkedIn company page
Facebook company page
Instagram account for business
Twitter account for business
Google business page
YouTube channel
Pinterest account for business
I don't use social media
Other

Other social account

Do you use any of the following online accounting software *

Xero
MYOB
QuickBooks
Sage
Reckon One
Saasu
Manager
Zoho Books
Rounded
Wave
None of the above
Other

Other accounting software

Do you use any of the following CRM software? *

Salesforce
HubSpot
ActiveCampaign
Freshworks CRM
Zoho
Pipedrive
Pipeliner
Zendesk
Nimble
Microsoft Dynamics
I don't use a CRM
Other

Do you store your customer details in another way?

Other CRM software

Which of the following channels can customers order or buy from you? *

Business premises visit (face to face)
Telephone and or mail order/fax
Online website
Other

What forms of payment do you accept? *

Cash
Cheque
Bank transfer
Visa and or mastercard
Debit card
Paypal
Any of Zip, Afterpay, Latitude, Humm
Other

Other payment

When do customers currently pay you? *

How many days after ordering?

Which of the following is your number 1 business improvement priority? *

Other priority

Which of the following is your number 2 business improvement priority? *

Other priority

When is the last time you conducted a customer satisfaction survey? *

Customer survey: To understand your customer's satisfaction with your business or specific improvements you could make to keep buying from you.

Does your business receive any online reviews from customers? *

Where do they leave the reviews?

On your website
Google Business page or Google Maps
Facebook
Other

Does your business have any loans, leases or hire purchase style agreements? *

Which of the following does it have?

Loan, line-of credit or overdraft secured by property
Unsecured Loan, line-of credit or overdraft
Equipment finance
Car finance
Other type of finance

How do you arrange or manage any loans or sources of finance that your business uses? *

In the last 12 months, which of the following business expenses were your largest? *

Wages/salaries/contractor fees
Rent
Finance costs 9insterest/lease payments)
IT Hardware
Marketing, Advertising and Promotion expenses
Cost of Goods Sold
Insurances and Levy’s
Electricity/gas
IT/Internet services, subscriptions etc.
Other

(Please select the top 3 you spent the most on)

Make changes to my deal

Recruiting and training employees

Personal effectiveness

Online strategy

Attracting new customers

Keeping existing customers

Cashflow and finances

Resources

Video Resources

Traineeship Opportunities

COVID Business Closure

News

All news related items

All budget related items

All COVID related items

All grant related items