Name
*
First Name
Last Name
Email
*
Phone
(###)
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Current Business Situation
What stage is your business currently in? (select one)
Start-up (0-2 years)
Growth (2-5 years)
Established (5+ years in operation)
Idea stage (not yet launched)
What are your primary challenges as a business owner (select all that apply)
Clarifying my vision & goals
Managing time and priorities
Attracting and retaining clients/customers
Marketing and visibility
Financial planning and profitability
Team dynamics and leadership
Other (please specify):
How do you currently feel about your business's progress?
Very satisfied
Somewhat satisfied
Nuetral
Somewhat dissatisfied
Very dissatisfied
Do you currently have a business plan or strategy in place?
Yes, and I follow it consistently
Yes, but it needs updating or clarity
No, but I'm in the process of creating one
No, I need help creating one
Visions and Goals
What is your long-term vision for your business?
What are your top 3 short-term goals for your business?
Which of the following areas are most important to you right now? (select up to 3)
Increasing revenue
Building a stronger team
Improving customer/client experience
Expanding products/services
Strengthening my leadership skills
Other (please specify):
Mindset and Self-Awareness
What is your current mindset about your business? (Select One)
Optimistic and confident
Motivated but occasionally doubtful
Neutral or uncertain
Overwhelmed or stressed
Do you believe limiting beliefs are affecting your business success? (select one)
Yes, I feel they hold me back often
Sometimes, but I’m working on overcoming them
Rarely, but I’m open to exploring this
No, I don’t think this applies to me
10. How do you typically handle challenges or setbacks in your business? (Select one)
I stay calm and adapt quickly
I feel stressed but eventually figure things out
I often feel stuck or unsure how to proceed
Other (please specify): _______
What personal or professional habits would you like to improve?
Energy Alignment and Support
Have you ever utilized energy healing or mindfulness practices to support your business success?
Yes, and it was very helpful
Yes, but I didn’t notice much of a difference
No, but I’m curious to try
No, and I’m unsure if it’s right for me
Do you feel aligned with your business purpose?
Yes, completely
Somewhat, but I’m still refining it
Rarely, I often feel disconnected
No, I need help discovering it
What emotions or sensations come up when you think about scaling or growing your business?
Commitment and Expectations
On a scale of 1–10, how committed are you to improving and growing your business? (Select a number where 1 = Not at all committed and 10 = Fully committed)
1
2
3
4
5
6
7
8
9
10
What support or tools do you think you need most to succeed? (Select all that apply)
A clear strategy or business plan
Help overcoming fear or limiting beliefs
Energy healing to improve focus and alignment
Accountability and guidance from a coach
Other (please specify): _______
What does success look like for you in this coaching process?
Additional Information
Is there anything else you would like to share about yourself and your business?