1:1 Coaching - Onboarding Form

1:1 Coaching Client

ONBOARDING

YOUR DETAILS

You are about to apply for our onboarding process. Please allow adequate time to complete this form. It may take between 30 and 45 minutes.
Name*
First Name Last Name
Email Address*
Enter Email Confirm Email

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SECTION 5

12 MONTH PLAN
Business Operations & Vision
Explain your business in less than 500 words. Write in such a manner that a child could understand it, but with the idea that you'd show your description to a bank manager*
How does the business operate?*
Who do you serve? How do you serve them?*
What would outrageous success look like?*
Why are you doing what you're doing? What's your reason why?*
How will you know when you are finished with the business? What's the end goal?*
Current Reality
In relation to my vision for the business, here's the current reality, and here's what I've done to bring it to this point*
I currently have access to the following amount in personal funds for investment*
I currently have access to the following amount in 3rd party funds for investment*
Vision & Outcome
Imagine it is the end of your 12-months in Platinum and it has been your best year yet. What have you achieved? What is your new current reality?*
In order to achieve your best year targets, what has to happen inside the next 6 months?*
In order to achieve your 6 month targets, what has to happen inside the next 3 months?*
Strategies
In order to drive the business towards the desired outcomes, I personally intend to:*
What obstacles are currently in my way? What could hold me back?*
Why will my target market(s) want what I have to offer? Where can I add more value?*
How will I reach my target market(s)? What is my marketing plan?*
My property power team can and will assist me with:*
Actions
What items are on my to-do list, and of those items, what are the 20 percent that will make the 80 percent of the difference?*
If I had all of the staff I needed, what would I have them do on my behalf, to free me to focus on the more important things?*
If I was free to focus on the more important things, what would those important things be? How would I spend my time?*
What am I committed to becoming world class at? What am I committed to mastering, in order to achieve the business and financial goals I have set?*
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Save and Continue Later

1:1 Coaching Client

ONBOARDING

YOUR DETAILS

SECTION 1

GETTING STARTED

SECTION 2

YEAR IN REVIEW

SECTION 3

FORWARD MOTION

SECTION 4

GRATITUDE

SECTION 5

12 MONTH PLAN

Business Operations & Vision

Current Reality

Vision & Outcome

Strategies

Actions