New Client Intake Information
Congratulations on taking this step to enroll in one of my Parent Transformation coaching programs! I am honored you have selected me to be your coach and am 100% committed to helping you reach your goals. I truly believe lasting healing happens when parents, especially mothers, are empowered with the right information, tools, and skills they need to help their struggling children and lead the way in healing.
Before we get started, we must attend to a few housekeeping items:
Coaching Policies & Procedures
All clients, regardless of package purchased, will need to download and review this document. It covers everything you need to know about coaching, being coached, and a whole lot more…including session attendance, office policies, confidentiality, and financial agreements. You will be asked to verify that you have read and understood this document in our Coaching Service Agreement. You are advised to download and/or print a copy of this document for your records.
All clients will need to download and complete this questionnaire. This is the “get to know you” document that will help me get to know you and your needs better. Answers don’t need to be lengthy but should be thoughtful enough to help me better understand you and your situation.
The document is set up as a fillable PDF form that can be completed and saved electronically. To complete this form, click the button above and download the form to your own device or cloud storage account. Once you have downloaded it, use your saved version as your working copy. Do not fill in your answers on the original download form. They will not be saved!
Be sure to save your work as you go. When the form is complete, please save your final version to your device and send it back to me at firstname.lastname@example.org as an email attachment.
If you prefer to do things by hand, you may print the blank form, complete it by hand, and then photograph each page and send them to me as email attachments. If you choose this option, please make sure your answers are legible on the paper and in the photograph and that all pages are returned to me.
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.
All coaching sessions are scheduled through my online scheduling system. The system is easy to use and can be accessed through my website www.serenitylinkscoaching.com or this direct link. You may schedule your first session any time. If you find a particular day and time that consistently works for you, feel free to schedule several appointments for several weeks out to reserve that spot for yourself. Should you need to change or reschedule an appointment, please do so through the online system.
Burnout Busters Academy
If you have purchased one of my 6 or 12 month VIP options, you have automatic access to the Burnout Busters Academy. You can access the members area for this program using the username and password you created when you signed up for your coaching program. Live Mastermind Calls are held each Friday at 10:00 a.m. Mountain Time. You are invited to (and encouraged to) join these group calls as part of your coaching program. Replays of previous topics and calls are available in the archive section.