The Client Questionnaire

I remember when I designed my first Pre-Session Questionnaire. In a few hours I had frustrated myself so much I had to walk away from my computer. 

Because I chose Life Coaching as the work I wanted to do I knew I’d have to get much more information from my clients that is ordinarily collected in order to begin working with them. 

My form was long, filled with lots of questions….questions to learn about who my clients are and where they are on their journey of discovery.

Plus, as a Life Coach, I needed to be informed of any mental health conditions that would affect the work we did together. So my questionnaire was extensive because I needed to safeguard my client and myself in business. 

But, what I didn’t like about the intake process I initially set up was that in order to get all this information from my client I had to ask them to print the form out, write in their answers, then scan and email me their completed form.

Every time I sent out a form I cringed because it was not how I wanted to do business. I like order and keeping things simple. This did neither.

In the end, I decided instead to learn how to create an interactive PDF in Adobe InDesign. By the way, I had never used the software before but I learned just enough to make my form and create something that looked more professional.

With this interactive form clients could fill out the form in the actual PDF and hit submit to send to me. This way I’d bypass all that extra work the client had to do.

Yes, I could have gone with Google Drive or one of the myriad of other platforms out there, but it would have been the same thing….another platform or system to integrate into my business.

Then, a few months after switching to an InDesign created form I found Dubsado. This girl was very happy. 

Using this system I could now not only design the Pre-Session Questionnaire on the platform with their drag and drop feature but send it directly to my new client.

Now when a client signs up to work with me all I have to do is send the questionnaire to their portal—their Private Client Portal (more on that in another post) that only the 2 of us have access to. There they fill out the form and hit submit. It. Is. That. Easy. 

Soooo....are you ready to learn how to use Dubsado for your coaching business?  *she says with a smile* 

Sign up here to be notified when the Dubsado For Coaches e-course goes Live! 

 

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*This post contains affiliate links. Read more about my affiliate policy here. 

There had to be a better way!

in order to understand why I wanted to create this course I thought it best to take you back to the beginning...

Who was I before Dubs? 

As a fresh-off-the truck, newly minted Life Coach I hadn’t a clue what I did know yet.

I had this pie-in-the-sky type of thinking about what I was about to embark upon—find All the clients, help them where they are, make sh*t loads of money and have a very successful business and live a wonderful fulfilled life. 

Ok so not that pollyanish. Ha!

What I didn’t know, was how hard it world be to get clients, to let my people know I was now available to help them get unstuck.

So I took extra courses on marketing and building up your email list and figuring how to talk about me in business (totally enjoyed this course but dang did it test that me!) 

At the same time knowing that I wanted to be ready for the barrage of clients I’d start getting any day now *she says with a wink, wink*,  I thought I’d prepare myself by getting my new business set up right and ready for my people to show up.

In my previous businesses as a crafter (bookbinder & quit artist) I had a couple of systems in place to help me run these businesses—they were a website, an online shop and an email list. That’s it. I chose Etsy as my shop platform so all I had to do was make my books and journals and upload them to my online shop.

As a Life Coach, however, I found that I really needed more systems in place to make this coaching business work and, after a while realized that I didn’t much like having to go here there and everywhere in order to make my business work the way I wanted it to. Was this you too?

I knew there had to be a better way.

I kept holding out hope that soon I wouldn't have to do the constant running around from system to system doing all manner of tasks to make it seam as if business is running smoothly.

And I found it. There is a system out there that fit my needs and I bet it would help you too. 

Dubsado.

I've got so much more to tell you. Over the next few weeks I'll be posting more information about how this system works and how it can help you in your coaching business. Stay tuned. 

 

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*This post contains affiliate links. Read more about my affiliate policy here. 

Hello & Welcome!

Dubsado at its core is a Customer Relationship Manager, a CRM. But, after working with it in my own business, I've realized it's far more than just a "manager". Meet Dubsado.