Roadmap Questionnaire

First Name *

Last Name

Email *

Phone *

I agree to t erms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

The more open, honest, and complete you are in filling out this form will allow us to hit the ground running and get AMAZING results! Plan 30 to 60 minutes.

Personal Information

Military service? If so, which branch and dates.

Marital Status

Spouse Name

Date of Birth (DOB)

Children (Names and ages)

Are you part of a faith-based community? If so, which one?

Personal Values and Motivations

What motivates you the most in life and work?

What are the top 3 values that guide your personal and professional decisions?

What are your 3 most significant strengths?

How do you best learn? What is your learning style?

How do you tend to sabotage yourself?

What does success mean to you?

Work-Life Balance

Hours worked per week (actual)

Hours worked per week (desired)

How do you balance your personal and professional responsibilities?

On a scale of 1 to 10, How satisfied are you with your current work-life balance? (10 being best)

How do you spend your time outside of work?

Industry and Company

Company Name

Year Established

Industry

Number of Locations

Annual Revenue

Number of Employees

Website

Challenges at Home

On a scale of 1 to 10 (10 best) - Rate your relationships with your FAMILY.

On a scale of 1 to 10 (10 best) - Rate your current FINANCES.

On a scale of 1 to 10 (10 best) - Rate your current FITNESS.

On a scale of 1 to 10 (10 best) - Rate your current FUN.

On a scale of 1 to 10 (10 best) - Rate your current FAITH.

Challenges at Work

What are the biggest challenges you face in your current role?

How do these challenges impact your performance and daily routine?

Are there specific obstacles preventing you from progressing in your career or growing your business?

Team and Leadership Dynamics

How would you describe your relationship with your team or peers?

What are some current changes that have impacted your team?

List common issues you experience with your team.

Business Performance and Strategy

How would you rate your company’s current performance in the market?

What specific areas where the company is struggling (e.g., growth, innovation, market share)?

How aligned is your role with the overall business strategy?

Professional Goals

What are your short-term goals (next 6-12 months)?

What are your short-term goals (next 1-3 years)?

What are your long-term aspirations (next 3-5 years)?

What steps are you currently taking to achieve these goals?

Personal Development

What personal skills or knowledge do you want to develop further?

Are there any certifications, courses, or training programs you’re considering?

How do you measure success in your personal development?

Leadership and Influence

How do you want to be perceived by your peers and leaders?

How do you think you can increase your influence in your current role or industry?

Career/Business Frustrations

What aspects of your job are most frustrating or draining?

What systemic issues exist in the company that are causing you concern?

How have you tried to address these frustrations so far?

What are the top three changes you would like to see?

Skill Gaps and Limitations

Are there specific skills or knowledge areas you feel you lack that hold you back?

Are there any resources or support systems that you need but aren’t currently accessing?

How confident are you in your current ability to lead, collaborate, and communicate effectively?

Workplace Culture and Environment

How would you describe your workplace culture?

Does the current culture support your growth, development, and well-being?

What specific aspects of the culture do you find most challenging?

CONGRATULATIONS!

Thank you for taking the time to fill out the Client Onboarding Questionnaire.

Click SUBMIT to register your answers.