Welcome Packet

Welcome! I look forward to working together. There are a few guidelines that I expect clients to maintain in order for our relationship to work. If you have any uestion,please call me.


Clients must pay on time unless pior arrangements have been made.Payments may be made by check, cash or Square only.


Call or arrive on time and come to the session with updates,progress and current challenges. Let me know what you want to work on, be ready to be coached. Make copies of the enclosed client prep from and complete the form before each call. The agenda is client generated and coach supported.


Our agreement includes a set amount of appointments. If you or I are on vacation, we will arrange a makeup time that is convenient for both of us.


My clients give me 24 hours notice if they have to cancel an appointment. If you ve an emergency, we will work around it. Otherwise, a missed appointment is not de up and you will be charged for the time.


I want you to be satisfied with our relationship. If I say or do something that upsets you or doesn't feel right, please bring it up. I promise to do what is necessary to have you be satisfied.

A Must

It is necessary for the client to implement the coaching that is given to feel that hing is success. You have hired a coach to do things differently than you ever before. If you choose to not use the coaching and keep doing what you have ys done, you will get the results you have always gotten.

Today's Date
Your Name
Date of Birth


Street Address

Day Phone
Evening Phone
Cell Phone

Preferred Method of Communication

Other Significant Dates:


Preferred Coaching Schedule on (day of week, time of day)
Names of important people in your life (spouse,partner,children,friends,Etc.)
Emergency Contact Name
Emergency Phone

Emergency Address

Client Details

How did you hear about my coaching service?
What influenced your decision to work with a coach?
Have you ever been coached? If so, please describe the experience
Do you have specific goals for the coaching relationship? If not, what goals might you now have?
What are your significant commitments?
What would your perfect life look like?
What are your dreams?
What dreams have you given up on?
Where do you want to focus first?

Getting To Know You

What part of your life are working best now?
What parts of life are working least well?
What are your values?
What stops you from having the life you want to have?


What goals, aspirations, desires, and intention do you want to accomplish in the first onths of life coaching? (Personal & Business)
What do you want to accomplish,change, or create in the first 30 day fe coaching? (Personal & Business)
What do you hope to gain from this coaching relationship?
Other things you would like your coach to know about you:

Personal Vision Statement

I strongly believe that we are each the creator and director of our own life drama able to create "on purpose" what our life will look like, feel lik, and be like.

It is your opportunity and responsibility to write the script, be the producer and director, and to gather the other characters n your life drama. Some people live painful dramas or unfulfilling dramas,but if you are conscious and purpose ith what you want your life to be, it has a much greater chance of evolving into your vision.

So how does one begin designing one's life? First of all you can begin to revisit and remember dreams and desires from our younger years. What drove you? What did you want to become?Who did you admire? Divide your life into thirds nd ask yourself what accomplishments or happy events occurred in each third of your life? What values were represented? re those value still present?

Exercise: My personal lifestyle

Read through the following sentence and answer as if your life were exactly as you would like it to be, let this be an accurate eflection of what you envision for your ideal life. After you have completed all these pieces of your Personal ision,you can write a summary paragraph that encapsulates all your intentions, desires and values.

In my family I am committed to: (spending time with, enjoying, teaching, working with, taking care of) my (spouse, partner, friends, family and/or children).
For recreation and fun, I enjoy.
My home environment will be: (nurturing, comfortable, a place for entertainment, on the ater, spacious, have a home office, in the city, in the contry).
My retirement home will be: (a cabin in the mountains, a seaside condo, a small restored Victorian home, a large, spacious home to accommodate visiting grandchildren,and guests, a large motor home, a houseboat).
My hobbies, passions, interest are: (world travel, politics, reading writing sports, gardening, martial arts, etc.).
I will maintain (or regain) my health by: (exercising eating ealthy foods, lowering my stress,meditating,etc.).

Personal Vision Worksheet

Using the information you have gathered about yourself in the preceding exercises, write your personal Vision in paragraph from. You may do a rough draft and then polish it in the weeks to come.

In my personal life I am committed to
In my professional life I am committed to

Your Life Story

Please write in any style you desire and be as creative as you want. Detail any important pects, accomplishments, highlights that you feel are important for me to know. Please send is with a recent picture if we are coaching by phone.