The Offer That Sells Itself

Pre-Session Questionnaire

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Welcome! Your answers here let us skip the background and go straight to strategy in our 90 minutes together. Be as candid and specific as you can, everything you share is confidential. This takes about 20 minutes, and it's worth every one of them.

Name*

First Last

Email*

Part 1: Your Corporate Foundation

1. What was your most senior corporate role, and in what industry or function? (e.g., VP of Sales, technology; CEO, non-profit)*

2. What were you known for in that role? What did people consistently come to you for?*

3. What results are you most proud of from your corporate career? Name one or two, with numbers if you have them.*

Part 2: Your Coaching Business Today

4. How long have you been coaching, and roughly how many paying clients have you had?*

5. Describe your favorite client so far. Who were they, what did you help them achieve, and why did you love the work?*

6. When someone asks "what do you do?", what do you currently say?*

7. What are you currently charging, and how is your coaching structured? (e.g., monthly sessions, packages, retainers)*

Part 3: Your Vision and Numbers

8. What annual income are you replacing or aspiring to?

9. How many clients would you love to be working with at any one time?

10. How many hours per week do you want to devote to client delivery?

Part 4: Your Instincts

11. If you could only serve one type of client for the next year, who would it be? (Trust your first answer.)

12. What is the most urgent, expensive problem you see that client facing?

13. What transformation do you know, with certainty, you can deliver if the client does the work? Complete this sentence: "When clients work with me, they ______."

14. Is there anything you've been told you should offer that doesn't feel aligned? Name it, so we can set it aside with intention.

15. Anything else you'd like me to know before we design your offer?

Thank you! Please return this at least 24 hours before your session. Then arrive ready to leave with your complete offer: ideal client, structure, price, and promise.