First Session Client Fact Form

Please complete the following information and submit the form before our first coaching session:

First Session Client Fact Form

Name(Required)

Address(Required)

Vision:

Have you/your organization developed a vision? If yes, please include it here. If not, leave blank for now.

Business Mission:

Do you/your organization have a stated mission? If yes, please include it here. If not, leave blank for now.

Life Purpose:

What differences are you committed to make for yourself and others? What is truly most important for you?

Current Challenge:

What are you dealing with that needs immediate attention or resolution?

Strengths:

What do you see as your personal and professional strengths and qualities?

Blocks and Barriers:

What is it that stops you or makes it difficult for you to achieve or exceed your goals?

Regular "Self-Care" Activities:

What things do you do on a regular basis that keep you physically, mentally, emotionally, and spiritually healthy?

Personal Values:

Our personal values are the very essence of who we are. They are expressions of your self and allow you to be truly fulfilled. What are your personal values?

Goals:

Please list the three goals you would like to achieve within the next 90 days.

Expectations:

What are your expectations of me as your coach?

Facts About Me:

List 3-5 things you think you want me to know about you.

How can I best coach you?

Additional Information:

Please add any additional information you feel is valuable for me to know about you.

This field is for validation purposes and should be left unchanged.