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Request for a Teambuilding Exploratory Conversation


Thank you for reaching out to Energy Flow Consulting (EFC) to request an Exploratory Conversation about how I can support your team. 
I am thrilled to have the opportunity to serve you.

In order to best handle the requests I receive, make the most of our time together, and to serve you in the highest possible way, please answer these questions then click the button ‘Save and Send to Coach.’ 
I will review your information, then contact you to schedule a conversation.

Please also review information about me on the EFC website: 

https://www.energyflowconsulting.com/

There is useful information on the pages: Home, Programs & Services, and Meet Your Guide.

I am looking forward to talking with you about how you and your team can get the breakthrough results you have been longing for!

~  Terri Werner

Today's date:

Full name:

Email address:

City and State:

Time Zone:

Phone #s ~

Work:

Mobile:

Skype Address:

Name of Company/Organization:

Company/Organization Website URL:

If this is a for-profit company, what is the approximate current annual revenue?

Your Title:

Division/Department:

Tell me a little about your business:

Describe Your Role:

How many people directly report to you?

How many people indirectly report to you? (below your direct reports)

How long have you worked there?

How did you find me?

What drew you to request an Exploratory Conversation with me, and why now?

 

What are your team’s greatest strengths?

 

What are your goals for your team for the coming year?

 

What would be the benefits of achieving those goals?

 

What seem to be the biggest challenges in reaching those goals?

What support do you feel the team needs most at an inner level (knowledge, beliefs, doubts, fears)? Please explain.

What support do you feel the team needs most at an outer level (implementing solutions and strategies)? Please explain.

 

What have you already tried, to overcome the challenges?

 

In other teambuilding programs your team has participated in, what particularly helped you be successful?

 

In other teambuilding programs your team has participated in, what was not quite right that hindered your success?

 

How much of a budget do you have to work with a consultant/coach?

 

Please add anything else you want to share with me.

 

I am looking forward to talking with you!

Please list the possible dates and times you are available to talk with me for 30 minutes, focused and uninterrupted: