Please share up to three core goals for our time together:

What do you feel are the three core challenges that have so far held you back from achieving these goals?

Briefly describe the ways you currently work with clients, including your fees.

Briefly tell me about your current bespoke / full service projects and clients... who are they, what's the brief, what's the fee and how long will this project run for?  Would you describe them as 'ideal clients'?

Do you purchase FF&E items on behalf of your clients? If so how do you charge for this service?

Are you a...

Are you VAT Registered?

Please provide the following information for the past year. If you don't keep detailed data then just give approximate numbers (this is going to really help me to get a feel for your business and how to support you before we get started, and ensure we make the most of our time together):

A) Turnover last year

B) Profit last year

C) Projected turnover for the current year

D) Projected profit for the current year

E) How much you are paying yourself (combined annual salary / dividend) and whether this is a regular monthly payment or an irregular lump sum.

What team members (including freelancers and outsourced services such as an accountant) do you have access to and what are their roles?

What systems (if any) do you currently have in place? Eg. file storage, payment system, book-keeping, CRM, project management, procurement & ordering etc.

Is there anything else I need to know before our call?

Birthday

Please provide us with your postal address including postcode:

Favourite place in the world?

Best ever gift received?

Nicest thing anyone’s ever said to you?

Is there anything else you’d like me to know about you?