First Meeting Questionnaire

This form is designed to help me understand you better, enabling me to provide you more help, sooner. Please email this to me 48 hours prior to our first meeting if possible.

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1. Have you taken the Myers Briggs or DISC, Gallup Clifton Strengths, or Caliper Personality Test? If so can you email me your results. If not, would you be willing to take an assessment for an additional fee?

2. Tell me about your decision-making processes? Do you make decisions slowly or quickly?

3. What was the last major decision that you made? Looking back, how do you feel about that decision now?

4. For me to effectively coach you, what should I know about you?

5. What do you do for personal enjoyment, hobbies, time off etc. ?

6. What are some of your greatest strengths and attributes?

7. What are some of your greatest challenges?

8. What has been some of your greatest accomplishments to date?

9. What do others admire most about you?

10. Do you enjoy reading? If so, please list type of books you have read in areas of business or self-development. Do you read online, hard bound or books on tape?

11. What do you expect of me in our coaching relationship?

12. How frequently do you wish to meet?

13. Is there anything else that you would like for me to know about coaching you?

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Name of the firm you are working for*

Address of the firm*

City State ZIP Code

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First Meeting Questionnaire

Connect with Lisa for a 30 minute chat!