Use these questions to uncover your client’s preferences and values. Modify as you see fit. **

Introduction Script: "Thank you for making time for this conversation. I believe the best client experiences are deeply personalized, and I'd love to understand what matters most to you—both personally and professionally. Your responses will help me tailor our work together as we meet your goals—and ensure you feel valued and appreciated every step of the way. There are no right or wrong answers. Ready to get started?"

****CORE VALUES & MOTIVATIONS

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1. "Tell me what made you decide to work with a [coach/consultant/expert] at this point in your professional journey. What does success look like to you?"

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Listen for: Primary motivations, desired outcomes, success metrics, and timing significance

Follow up: "How will you know when we've achieved what you're looking for?"

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2. "Think about the best service experience you've ever had — anywhere, any context. What made it exceptional? What specific elements stood out to you?"

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Listen for: Service style preferences, communication values, attention to detail, personalization aspects

Follow up: "How did that experience make you feel, and why was that important to you?"

COMMUNICATION & ENGAGEMENT

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3. "How do you prefer to receive information and updates? Do you value detailed explanations, visual representations, or more concise, direct communication?"

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Listen for: Learning style, communication preferences, attention span, format preferences

Follow up: "What has frustrated you about how others have communicated with you in the past?"

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4. "When you're working with someone, how much contact feels right to you? Would you prefer scheduled check-ins, as-needed updates, or something else?"

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Listen for: Frequency needs, independence level, reassurance requirements, preferred channels

Follow up: "What time of day are you typically most receptive to communications or meetings?"

PERSONAL PREFERENCES & DELIGHT FACTORS