Credit Repair Business Coaching Questionnaire

Welcome! I’m so glad you decided to join our program. Over the next weeks and months, my plan is to provide you with insight into your credit repair business as it is right now and help you build it into what you want it to be.

However, in order to do this, you will be growing as well. You will learn new ways to market your business and enhancements you should bring to your business. We will take a strong look at your skillset and devise a plan to take advantage of your strengths and improve the areas where you are not quite as strong.

The questionnaire on this page is a tool for me to learn where you and your business are right now. What I will do after you submit this to me is to build a strategic plan using this information. We will then discuss this plan in detail during our first coaching session and make any adjustments necessary. So, please take your time and fill this out as honestly and completely as possible.

Credit Repair Business Questionnaire

As we discussed already, this coach/business owner relationship will not concentrate on the administrative aspect of the credit repair business. Instead, we will focus on building and growing your credit repair business. To that end, please fill out this form as completely as possible. This will be the basis of our relationship. It will allow me to assess areas of your business that need the most attention. So, take your time while filling this out. But please have it back to me at least 24 hours before our first scheduled coaching call. I look forward to learning about your credit repair business goals and helping you achieve them!

Name*

First

Last

Address*

City State / Province / Region

Phone*

Email*

Most Recent Occupation or Business*

Previous Occupations or Businesses within last 10 years*

Which of the Occupations or Businesses that you listed did you enjoy the most & why?*

What are the top 3 reasons that you want to start/have started a credit repair business?*

What are the top 3 skills you bring to your credit repair business?*

Are you currently taking clients for your credit repair business?*

Yes

Will/do you run your business on your own or will you have help?*

On my own

I'll have help

Do you have a business name? *

Yes

If you have a business name, what is it?*

Do you have a business license from your city?*

Yes

Have you incorporated your business ownership entity?*

Yes

If you haven't incorporated have you registered for a DBA? *

Yes

I've incorporated

Have you researched the laws in your state pertaining to credit repair?*

Yes

If your state requires a surety bond have you purchased a bond?*

Yes

Not required

Are you planning to/do you operate your business from a home or office?*

Home

Outside Office

If you/you're going to work from home, do you have a separate and private home office?*

Yes

Outside office

If you'll be securing office space away from your home, have you accomplished that yet? *

Yes

Home Office

Do you have a merchant services account to be able to take debit and credit cards?*

Yes

What is your plan to be able to obtain credit reports for your clients?*

Do you offer/plan to offer your clients online access to their account information?*

Yes

What other services, if any, do you plan to/do you offer your clients other than credit repair? *

Do you have a website for your credit repair business?*

Yes

What is your website domain?

Are you doing updates and adding content to your website, or do you have someone that does that for you?*

I do

Another person

Does/will your website have a blog?*

Yes

Do you have social media business accounts with the same name as your business?*

Yes

Do you enjoy social media?*

Yes

How many Facebook friends do you have?*

How many Instagram followers do you have?*

Do you have or are you planning to have a YouTube channel for your business?*

Yes

Are you comfortable doing videos?*

Yes

Do you have a company logo?*

Yes

Do you have business cards?*

Yes

Do you have brochures?*

Yes

What are the top 3 ways you’ll be getting/you get credit repair clients?*

Are you comfortable talking to people that you know about your credit repair business?*

Yes

Are you comfortable calling people that you don’t yet know about your credit repair business?*

Yes

When conducting business over the phone which do you use?*

Wireless headset

Wired headset

No headset

Do you have a dedicated phone number separate from your personal number?*

Yes

If you do not have a dedicated phone number for your business do you have a voice mail greeting pertinent to your business?*

Yes

Dedicated Line

Have you ever done/do you do business networking?*

Yes

What professional organizations do you belong to?*

What distinguishes you from other credit repair companies in your area? Be as complete as you can with your answer.*

How have you gained your knowledge about credit repair to this point?*

Online Course

Offline Course

Internet research

Other

Do you know how to draft dispute letters on behalf of your clients?*

Yes

Are you currently/will you use credit repair software to draft dispute letters?

Yes

Do you know the time frame outlined by federal law for the credit repair process? If so, please explain the time allowed for each step of the process.*

What do you plan to/do you charge for credit repair services?*

Are you planning to/do you meet clients in person or talk to them over the phone?*

Mostly in person

Mostly by phone

Both

Will/do you follow up with your clients on a regular basis?*

Yes

When they call

What hours are you available Monday – Friday to take or return customer support calls? *

Describe any previous sales experience that you have*

Do you have a written script for speaking to prospective clients about your services?*

Yes

How long do you anticipate/how long is your conversation with a prospective client?*

Do you/will you obtain a copy of the client’s credit report prior to this conversation?*

Yes

Do you have written goals for your business?*

Yes

What is your monthly goal for new customers?*

What is your monthly goal for sales revenue?*

If you run your business part-time or plan to, do you want this to be a full-time business? *

Yes

Keep it part-time

Please list below and describe completely your biggest business challenges (Examples- You do not have enough time for your business, You can’t get enough customers, You have more customers than you can handle, You’re struggling with getting your business set up, You don’t know how to market your business, You’re getting leads but aren’t closing them as customers, etc.) *

Please spend a few minutes and tell me what you expect to get from this relationship. What specifically do you want to learn more about? What areas would be most helpful for us to focus on?*