Pre-Consult Questionnaires: A Coach’s Time-Saver

If you’ve never considered using a qualifying questionnaire in your marketing, you might be missing out on some big benefits. This short survey, which a potential client completes when requesting a sample session, entices the prospect while helping protect one of your most valuable resources: your time.

Asking a few questions about the potential client’s needs entices him or her with the promise of a customized strategy session. At the same time, it safeguards your time by giving you an idea whether a candidate is ready to enroll or not – allowing you to decide whether to invest your time in a consult.

An Example

If you have a website, you probably have some kind of contact form already. Why not put it to better use by also using it for intro session requests?

Consider what benefits could you reap by requiring the following “quiz” the next time someone requests an initial consult:

  1. What do you most want to change in your life?
  2. On a scale of 1-10, how important is it for you to achieve this change?
  3. What have you tried in the past to facilitate this change?
  4. What areas would you most like to focus on? Check all that apply:__ Relationship __ Career __ Health __ Business
    __ Finances/Money __ Weight Loss __ Parenting __ Dating
    __ Other (please specify) _____________________
  5. Is there anything else you’d like me to know?
  6. Full Name _______________________
  7. Email _______________________
  8. Phone (_____) ____-_____

It’s easy to see how a prospect’s response would give you a good idea about whether it makes sense to offer an initial consult – and without trading emails or phone calls. If you do “approve” their application, you’ll already have some relevant details to help guide the discussion.

One Final Thought: Keep It Simple

It can be tempting to get as much information as you can, in order to help you further filter your prospects – things like current employment, marital status, children, education, etc. Remember that prospects are more likely to complete a survey if they sense it will be quick and simple, rather than long, complex, or intrusive.

It makes no difference whether you frame this as a “quiz,” “survey” or “interview” (or something else). Just make sure prospects complete it before you devote precious time to a one-on-one conversation. Whether you require this questionnaire before a prospect can self-schedule on your website, or as a prerequisite to receiving a call from your virtual assistant, a brief series of questions can save you from fruitless consults and increase your effectiveness with potential clients who do speak with you personally.

Posted in: branching out