CLIENT DNA
SUMMITS - SEAS

HELP US TO GET TO KNOW YOU BETTER
FILL OUT THE CLIENT DNA FORM.

    Client Information


    How did you hear about us?

    Are you interested in Coaching, Consulting, or Counseling?

    Have you ever tried any of these services before?

    Do you want to meet with Cory or Nate?

    What challenges are you currently facing?

    What is the best time for you to meet?

    Are you comfortable with Zoom meetings?

    Are you willing to follow through on the action steps we define together?

    How do you feel about homework?


    For business clients interesting in coaching with their finances--AP, AR, Cash Flow, Expenses, etc.

    Do you use the services of a CPA/Bookkeeper or are finances done in house?

    If yes, do we have permission to contact them on your behalf for records?

    What payroll/accounting software platform is currently used for the business?

    Does your company currently offer benefits? (Healthcare, IRA, etc.)

    Which benefits does your company offer?