New Client Intake Forms

Welcome!

Congratulations on taking this step to enroll in my VIP Parent Coaching program!  I am honored you have selected me to be your coach and am excited to work with you. More importantly, I’m excited to see who you become through this process. The journey isn’t always easy, but it is definitely worth it! Before we jump into all the good stuff that is waiting for you, we must attend to the paperwork. 

. Step #1:  Welcome Letter

  • This document gives you some brief instructions for accessing the Parent Transformation Academy and scheduling your sessions. You will have a unique session login assigned to you to use for all our sessions. I will send this to you once I have all your completed paperwork. 

Step #2:  Coaching Policies and Procedures

  • Please download and review this document by clicking the button above. This document contains everything you need to know about coaching, being coached, and a whole lot more…including office policies, confidentiality, and financial agreements. You will be asked to verify that you have read and understand this document in the Coaching Service Agreement. You are advised to print a copy of this document for your records.

Step #3:  Coaching Service Agreement

  • This document will be emailed to you separately, so keep an eye on your inbox. It is set up to be easily completed online with a secure digital signature included. Simply follow the instructions given and hit submit when you are finished. A copy of the signed document will be emailed to both of us once it is complete. Please keep a copy of this agreement for your records.

Step #4:  Complete the New Client Questionnaire

  • This is the “get to know you” form that will help me get to know you and your needs better. It is to be completed online. Answers don’t need to be lengthy, but should provide a fairly accurate overview of your current situation.  A copy of your answers will be automatically emailed back to you upon submission.

Please submit all forms at least 24 hours prior to our first session. 

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