Where are you right now in your coaching journey?
Be honest - this helps us give you the most relevant insights and recommendations
🌱
Getting Ready to Launch
Recently certified or still preparing to take my first paying clients
🚀
Just Getting Started
Have 1-5 clients, figuring things out as I go
🔨
Building My Practice
Have regular clients (5-15), working on consistency and growth
💼
Established & Ready to Scale
Consistent income, 15+ clients, want to optimize and grow
What's your biggest challenge right now?
This tells us where you're getting stuck and what to prioritize in your results
🎯
Finding Clients
Struggling to get a consistent flow of people who want to work with me
🤯
Tech Overwhelm
So many software options, I don't know what I actually need
Time Management
Spending too much time on admin instead of coaching
👔
Looking Professional
Want to appear more credible and established to potential clients
📈
Scaling Up
Ready to take on more clients but current systems won't handle it
How do you currently manage your client relationships?
This shows us how ready your systems are for growth
📊
Spreadsheets & Notes
Excel/Google Sheets, notebooks, maybe some phone notes
📧
Email & Calendar
Gmail/Outlook for communication, basic calendar for scheduling
🧩
Multiple Different Tools
Using 3+ different platforms that don't really connect
🏥
Practice Management Software
TherapyNotes, SimplePractice, or similar all-in-one platform
🤷
No System Yet
Still figuring out what I need or haven't started taking clients
How do potential clients typically find you?
This reveals your marketing readiness and growth potential
🗣️
Word of Mouth
Friends, family, and client referrals
📱
Social Media
Instagram, Facebook, LinkedIn - mostly posting content
🤝
Networking & Events
Professional meetups, conferences, community events
🌐
Website & Online Marketing
Professional website, lead magnets, email marketing
🔍
They're Not Finding Me Yet
Still working on marketing or haven't launched
What's your monthly revenue goal for the next 12 months?
This helps us understand your ambition level and what systems you'll need
🌱
$1,000 - $3,000
Just want to start making consistent income
💼
$3,000 - $7,000
Replace part-time income or supplement my main job
🚀
$7,000 - $15,000
This is becoming my primary income source
📈
$15,000+
Ready to build a significant coaching business