Preparing for your
Strategy Coaching
Session
Name:
Contact number:
The 25 Questions
1.
What exactly are you offering to the marketplace (try not to use the phrase
“Financial Advice” or “Financial Planning”. That’s a ‘given’!) ?
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2.
How do clients and introducers perceive and describe your business today?
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3.
How would you describe the personnel structure of the business (who does what)?
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4.
What is your current gross revenue p.a.?
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5.
What is the analysis of recurrent Vs transactional revenue?
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6.
What is your personal income from the business?
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Preparing for your
Strategy Coaching
Session
7.
What do your regard as the main purpose of creating and running your business (think
beyond “Making a Profit” or “Creating A Lifestyle for Me and My Family… That’s a ‘given’)?
____________________________________________________________________
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8.
What is your End Game? What exactly are you trying to achieve – financially or otherwise?
And when do you plan to achieve this?
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9.
What do you see as the Strengths, Weaknesses, Opportunities and Threats in your business?
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10.
What 3 things seem to constitute your ‘glass ceiling’ - the barriers that are holding you
back from moving your business to a new level?
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11.
What aspects of your business do you find most draining?
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12.
What aspects of your business motivate and excite you?
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Preparing for your
Strategy Coaching
Session
13.
Can you give a detailed description of your ideal client?
____________________________________________________________________
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14.
What specific target market are you focusing your attention upon?
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15.
How do you differentiate your business in the minds of your (prospective) clients
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16.
How do you communicate both your services and your differentiation to:
a.
your target market?
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b.
centres of influence?
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c.
Professional connections?
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Preparing for your
Strategy Coaching
Session
17.
How will your revenue structure change during the next 12 months?
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18.
How would you describe your marketing strategy for the next 12 months?
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19.
How would you describe your technology strategy for the next 12 months?
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20.
How would you describe your personnel strategy for the next 12 months?
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21.
How would you describe your client servicing strategy for the next 12 months?
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Preparing for your
Strategy Coaching
Session
22.
The Magic Wand Question
If I had a magic wand… what is the Most Immediately Pressing Question that you
would wish me to answer for you?
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23.
The 3 Year Question
If we were to meet in exactly 3 years…what has to have happened (business and personal)
for you to be happy with your progress?
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24.
What are the implications of you not attaining that 3 year objective?
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25.
If we were to work together:
a.
How would we know if we’re being successful?
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b.
How would you measure the improvement?
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c.
What would it mean to attain that level of success?
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