The first step to working with me is to fill out your contact information and the questions that follow to apply for a complimentary one-on-one Discovery session.

What will you learn? 

We’ll unveil what is working, what’s not working, and some blind spots that might be holding you back from becoming a true Business in Demand.  You’ll walk away with at least two to three actionable steps you can take and learn a lot more about how you can move your business forward.  Plus, you’ll get a free gift after the session as a little “thank you” from me.

Why is this form so important?

These spots are limited and for good reason: I want to make sure I give each person I speak with my undivided attention just as I do for my clients.  What happens if we aren’t a good fit? I’ll provide recommendations for other resources that might be able to help you (if you’re open). Finally, I respect your time and mine.  Answering the questions below clarifies whether we’re the right match for each other and helps us make the most of our time together.


Your Name (required)

Your Email (required)

Phone Number

Website Site URL

Are you currently employed? Please explain: where, how long, full or part time?

What do you want to focus on, business-wise, in coaching?

Do you have a business right now? If so, please answer the following questions. If not, please leave it blank.

What is your business name (if it is branded separately)?

Your Website for the Business That You Currently Have(including Twitter and Facebook addresses, and any other Social Media):

In a nutshell, in your current business, who are the people you most like to work with and what are the problems that you help them solve? (Feel free to list multiple results of your business efforts).

If you’re a generalist or working in different areas in your current business, WHO works with you or buys from you most often, and what do you help them with?

How long have you been in business?

Current mailing list size (online and offline):

Your income from this career in 2012 and 2013:

Your desired income from this career in 2014:

What are you currently doing to market your business? Please check all that apply. (Don’t worry if you haven’t ventured into some of these areas yet – I’m just finding out what you’ve used up to this point).

 Website with “Free Taste” (List your freebie)

 Networking Meetings (Note which ones)

 Newsletter (Online? Offline? How often do you send it out?)

 In-Person Speaking Engagements (How often, and to whom?)

 Teleseminars or Telesummits (How often and which ones?)

 Online Launch Campaigns (How often?)

 Article Marketing (Where?)

 Video Marketing (Where?)

 Social Networking? (Where? “Token” presence or actively creating a fanbase?)

 Seminars or In-Person Events As An Attendee?

 Joint Ventures?

 Other Stuff? (Please list!)

Which of these have you found as the most effective?

How do you know?

The least effective?

How do you know?

When it comes to marketing with your business, what do you find most frustrating? What’s not working?

When it comes to your money mindset, what do you perceive to be your biggest challenges?

What’s your “Big Why” – the real reason you do what you do? (This can be personal, related to your mission, or both).

Do you have a mission, or feel there is a reason you were put here on this planet by Spirit? (If nothing comes to mind, don’t stress! We all discover our missions at different times).

Is your business as it stands now a reflection of that mission? Why or why not? (Any truthful answer is OK!).

At the end of our time together, what three things would you be ecstatically happy about achieving?

What has stood in the way of your achieving these things on your own?

What’s one “breakthrough” or “a-ha” you’ve had thus far, just from the process of answering these questions?

When it comes to your business, what are your 3 major challenges?

What is the #1 obstacle that has kept you from solving these challenges?

Are you currently working with a business coach or mentor or have you worked with one in the past? Describe your experience.

Where would you like your business to be in 12 months? On a scale of 1 – 10 how important is it for you achieve the goal of a sustainable and lucrative business?

On a scale of 1 to 10, how ready are you to invest a reasonable amount of time, energy, and money in order to create or build a thriving and successful business?

Anything else you’d like to add?


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