On-Demand Productivity Coaching Questionnaire

Ready to get started? Please fill out this questionnaire so that I can better serve and support you during our time together.

Let me know if you have any questions!!

First and Last Name*
Business Name*
Website*
Email Address*
Instagram Handle*
Timezone*
Mailing Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
How long have you been in business?*
- Less than a year
- 1-3 years
- 3-5 years
- 5-10 years
- More than 10 years
What best describes you? (Check all that apply)*
- I run my biz solo
- I run my biz with a team
- I run my biz full-time
- I run my biz and have another full-time/part-time job
- I'm a mama and a biz owner at the same time
Describe your personality in 5 words.*
Describe your business personality in 5 words.*
Tell me a little about your business. (i.e. Who is your ideal client? What is your mission?)*
Do you sell physical products, digital products, or services? Tell me a little about them and the tasks you do for them.*
What is your current work/life balance percentage?*
What would you like it to be?*
What are your life and business priorities? (i.e. What is non-negotiable for you?)*
What are your life and business boundaries? (i.e. What have you put in place to safeguard your priorities?)*
What do your days/weeks currently look like?*
What do you want your days/weeks to look like?*
Are you intentionally planning your days/weeks or just winging it/going with the flow?*
What types of client and/or business tasks do you generally tackle on a day-to-day or week-to-week basis? What about daily (personal life) tasks?*
What are the biggest productivity pain points, scheduling struggles, to-do list woes, and time management frustrations you are experiencing right now?*
What types of tools, templates, or trainings do you wish you had to better your day-to-day productivity?*
What is your goal for working together?*
What goals do you have for your life and business this year? Any projects in the works that I should know about?*
Why do you follow me? What resonates with you most?*
Is there anything else you'd like me to know before we begin?*
As we'll be conversing over text and voice messages, will you send me a photo (it can be a selfie or professional headshot) so I can put a face to the name?*
Max. file size: 256 MB.

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