Suggested Questions:

1. What is your primary business goal over the next 12 months?

2. Which industries or client profiles do you most want to attract?

3. What outcomes matter most to your ideal client? (Check top 2–3)

4. Which of these areas do you feel is holding you back the most?

5. How do most prospects currently find you?

6. Financial Snapshot

Approximate lifetime value of one coaching/consulting client:

Current annual revenue:

Desired annual revenue one year from now:

7. When a prospect does not convert, what’s the most common reason?

8. Which brand voice best matches how you want to be seen?

9. Which platforms matter most for building your authority right now?

10. Who are your top 2–3 competitors?

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