Client Intake


Please fill all areas that are applicable on this sheet either by typing in, or by printing off and writing. We would rather you give us too much information than not enough, so please feel free to expand the form or add extra sheets if you are writing.

The more we know about your expectations and desires the better we can tweak things to help you maximize your time.

Please sign and then e-mail the completed form back via e-mail at least72 hours prior to the commencement of coaching.


Name: 

Full Mailing Address, including Zip or Postal Code:

Phone Number:

E-Mail Address:	

Please add any social media profiles that you use, or intend to use to build your coaching practice:
									
Have you done any other coach training? If yes, please give details:

Have you ever done any core values work? If s, please give details:

Are you happy for me to take you through The Clarity Method process of determining your heirachy of not just your values, but your anti-values? 

Are you already coaching or looking to coach at a later date?

If you are already coaching how long have you been doing so?

If any, how many clients have you worked with? Please include pro bono clients and a rough split between the two if applicable.

Are you looking to make coaching a full time career?

Is there a minimum amount of money you need to earn in your first year to make coaching financially viable for you? If so, how much?

Do you have a specific niche, or type of client, that you would like to work with?

Do you have a website? If so, what is the URL?	

Do you have a newsletter? If so, what platform do you use and how many subscribers have you got?

What is your minimum requirement from working with me that will make you think it was a good investment or your time and money?

What is your ideal outcome?

Is there any other information you can share that will help me to ensure that we maximize our time together?