Onboarding - Great Day Business Coaching

Client Onboarding Questionnaire

Who should complete this: The primary person receiving coaching. Thoughtful, narrative answers encouraged. Confidentiality: Your responses are used solely to tailor our work together.

1) Client & Business Profile

1. Your name & role/title

2. Company name, industry, and primary location

5. Brief description of your product/service and who you serve (2–4 sentences)

2) Brand & Story

6. Company origin in a sentence or two (why it exists)

7. Three words customers should use to describe you

8. Three words they actually use today (if known)

9. Your ideal client profile (1–3 bullets)

Additional Notes (Brand & Story)

3) Goals & Outcomes

10. Top three outcomes you want from coaching (be specific)

11. Define your idea of success in 90 days and in 12 months

12. If nothing changed for 6–12 months, what would that cost you? (risks, missed opportunities)

Additional Notes (Goals & Outcomes).

4) Current State & Constraints

13. What feels hardest right now? (rank top 3)

14. Which processes feel most manual or broken? (up to 3)

15. Constraints to consider (time, money, hiring, supply, compliance, seasonality, etc.)

5) People & Culture

16. Team makeup (simple org snapshot: teams/roles, who reports to whom, including commonly used vendors or contractors that are a standard part of your business)

17. Existing support around you (advisors, key lieutenants, peer groups, family, friends)

18. Culture — three words now / three words desired

19a. If 'Blend', please describe

Additional Notes (People & Culture)

6) Leadership & Coaching Fit

20. Your feedback style & how you like to receive it (Reflect on your emotions, how you react, and your communication style)

21. Prior coaching/consulting experience (what helped / what didn’t)

22. Anything off-limits or unhelpful in coaching conversations? (so we avoid it)

7) Metrics & Financials

23. Which KPIs do you currently track weekly/monthly (e.g., revenue, margin, on-time delivery, backlog,CSAT, turnover, safety)

26. Top 1–2 financial/operational targets for the next 12 months

27. How would you describe your relationship with money? (saver, yolo, fear, scarcity/growth mindset)

Additional Notes (Metrics & Financials)

8) Systems & Tech Stack

If other selected above

32. Where your key data lives today (files, spreadsheets, BI tools)

33. How would you rate your knowledge of AI and how do you use it?

Additional Notes (Systems & Tech)

9) Communication & Logistics

If other selected above

35. Are there other people in your organization that should attend coaching session? (names/roles; decision-maker noted)

36. On-site needs (if any) and key dates we should avoid

Additional Notes (Communication & Logistics)

10) Barriers to Success

37. What could derail progress? (name likely barriers so we can mitigate them)

11) Final Checks

38. Your personal values that should guide our work (3–5)

39. Single point of contact for logistics (name/role/email)

Additional Notes (General)