Client KPI Questionnaire

Email or print this form for your client to complete before your monthly session.

Newtouch Of Life Vision Partners

Monthly Business KPI Questionnaire

Please complete this form before your monthly Vision Partner session. Fill in as many fields as possible — every data point helps us build a more accurate report for you.

Client & Reporting Information

Your Full Name

Business Name

Industry / Type of Business

Reporting Period (e.g. March 2026)

Section 1 — Financials

Enter dollar amounts. Leave blank if unknown — we can estimate together.

Current Period Revenue

— Total sales/income this month or quarter

Previous Period Revenue

— Same period last month or quarter (for comparison)

Total Expenses

— All costs: rent, payroll, supplies, software, etc.

Gross Profit

— Revenue minus cost of goods sold

Net Profit

— What's left after ALL expenses

Section 2 — Customers & Sales

Check your CRM, POS system, or client list for these numbers.

Total Active Customers / Clients

— All current paying customers

New Customers Gained This Period

— First-time buyers or new clients

Customers Lost This Period

— Cancelled, churned, or inactive

Average Amount Each Customer Spends

— Per transaction or per month

Cost to Acquire a New Customer

— Ad spend ÷ new customers gained

Section 3 — Performance & Goals

These are discussion-based — write freely, there are no wrong answers.

Your Top Performing Product or Service This Period

What Was Your Biggest Challenge or Obstacle This Period?

What Are Your Main Goals for the Next Period?

Anything Else You'd Like to Discuss in Our Session?

Thank you for completing this form. Please return it to your Vision Partner before your scheduled session.