Skip to content
rod burkert
Coaching
FAQs
Resources
Practice Builder ASSESSMENT
Practice Builder JUMPSTART
Practice Builder TV
Contact
Menu
Coaching
FAQs
Resources
Practice Builder ASSESSMENT
Practice Builder JUMPSTART
Practice Builder TV
Contact
Work With Me
rod burkert
Coaching
FAQs
Resources
Practice Builder ASSESSMENT
Practice Builder JUMPSTART
Practice Builder TV
Contact
Menu
Coaching
FAQs
Resources
Practice Builder ASSESSMENT
Practice Builder JUMPSTART
Practice Builder TV
Contact
Work With Me
rod burkert
Thanks for booking your coaching session!
So that I am better prepared for our call, please complete the following questions before we meet.
First Name
Last Name
Email
1. What is your current position (e.g., owner, partner, employee)
Solo BVFLS practitioner
In a BVFLS firm
In a CPA firm or other firm that offers BVFLS services
2. How many professionals are in your firm/department, including you?
2 to 3
4 to 5
More than 5
3. How many years of BVFLS experience do you have?
4. Do you specialize in a practice area or industry niche?
Yes
No
5. How much revenue has your practice generated in the past 12 months?
6. How much revenue would you like to generate in the next 12 months?
7. What do you think you need most to build/grow the practice?
More leads/referral sources
More engagements
Better systems
Better way to deliver my services
Building a team (real or virtual) so I can focus on what I do best
8. On average, and at your current pricing, how much is one new client worth to you?
9. What is the most favorite thing you do in your practice … what charges you?
10. What is the least favorite thing you do in your practice … what drains you?
11. What is the #1 breakthrough result you would be looking for in our coaching?
12. When would you like to get started; is this a sooner thing or a later thing?
Sooner … in the next 30 days
Later … in the next 3 months
Down the road … in the next 12 months
APPLY TO WORK WITH ME
Not ready to apply just yet?
Let’s keep in touch.
Get My Newsletter
Menu
Coaching
Newsletter
Resources
Practice Builder ASSESSMENT
Practice Builder PLAYBOOK
Practice Builder SNAPSHOT
Practice Builder INTERVIEWS
Practice Builder TV
Contact
FAQs
Work With Me