Coaching Client - Onboarding Questionnaire
We are THRILLED that you'd like our support with your own property investing!  

To get started please provide as much information as possible in this pre-coaching questionnaire.  It will help us prepare for the call, save time on your background so we can get straight to where you need help, and it will make you give some thought to exactly what the issues are that are holding you back from achieving your full potential.

If you don't know the answers to any of these questions then just let us know.  It'll help us more if you're completely truthful with your answers and where gaps might exist, rather than making something up on the spot to fill the box ;-)

Oh, and all questions are optional, but if you want us to help then the more detail you're willing to share the better!

Can't wait to talk to you!

Mike & Victoria
Sign in to Google to save your progress. Learn more
Email *
Your Name(s)
Where do you live?
Where do you plan on investing?
How old are you (approximately if you prefer!)?
What's your family situation? Any dependents?
How much capital have you got available to invest? Is this likely to change in the near future?
What's your current employment situation?
Employed? Self-employed? Part time? Full time? Love it? Hate it?
How much free time would you say you have per week to focus on investing?
Once you've taken care of any day jobs/other businesses, family life, sleep, social commitments etc
Have you done any previous property education/training?
Are you a homeowner?
Do you own any other investment properties?
Have you got any other previous property experience?
Flips, previous homes, helping parents/friends etc...
Have you got any relevant industry experience from your day job or previous career?
Do you have a clear vision of where you want to be/what you want to achieve from property in 5-10 years?  Let us know what that vision looks like.
Do you have financial goals that relate to your vision?  How much would you need to be earning to realise your vision?
Do you have any shorter term goals for the next 1-3 years?
What is the biggest barrier that is preventing you from taking the next step towards your property goals? (Think about why you got in touch with us for help)
Why do you think this particular barrier is holding you back?
Is there anything else you'd like to share that will help us better understand your situation, aspirations or how we can serve you?
Submit
Clear form
Never submit passwords through Google Forms.
This form was created inside of Inside Property Investing. Report Abuse
Google Forms