New Client Intake Forms
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 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. Your session login instructions and link will be sent to you once I receive all your paperwork.
Step #1: Welcome Letter
- This document will give you a brief overview of what to expect, how to access the Parent Transformation Academy, session scheduling and login information, and how to proceed as we get started on this journey.
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
understandthis 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. This document 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 form 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.