Discovery calls take time, and not every prospect is ready to commit to coaching. This questionnaire helps business, executive, and leadership coaches learn where someone stands before the first conversation: what stage they are at, which challenge is most pressing, and how clear their goals are.
After the basics, the form asks about readiness in practical terms. Prospects rate how clear they are on their goals for the next six to twelve months and how committed they are to making changes, say how much time they can give each week, and flag what might get in the way. Questions about investment, preferred coaching style, and how they will measure success help you judge fit and prepare a relevant proposal.
Two questions adapt to earlier answers. People who have worked with a coach or consultant before are asked what that experience was like, and anyone open to investing in coaching is asked which monthly range feels realistic. Those who are not ready to invest yet skip the budget question, which keeps the form respectful for early-stage prospects.
