Before our session

Strategy session intake

Thank you for booking. These questions help me show up prepared, so our sixty minutes together can actually be useful. Plain language, your pace. Take what time you need.

Strategy Call Intake Form

Instructions

Please answer the questions below and on the following pages to the best of your ability and submit your responses to me before our session.

The first section is your basic information followed by questions that help me understand how you are performing in key areas of high performance: clarity, energy, courage, productivity, and influence.

The last section are short answer questions that help me get to know your goals.

First Name

Last Name

Phone/Mobile

Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Occupation

Please briefly describe how you heard about my coaching services and why you would like a Strategy Session with me

Section Break

For this Section, please rate yourself in the following areas of your life on a scale of 1 (lowest) to 10 (highest)

Do you feel you are clear about who you are, your purpose, and the direction you want to go in life?

Do you consistently have enough mental and physical energy needed to excel, accomplish your goals, and feel motivated and happy?

Do you take action and consistently express who you truly are and what you truly think, need, and desire with the world?

Are you consistently focused and effective, and are you good at minimizing distractions and maintaining priorities?

Do you feel you have the social influence with your family, friends, and team needed to accomplish your goals?

Section Break

Almost there! This is the last section

What do you do for a living, and why did you choose that career?

What are your top 3 goals you are striving to achieve right now?

What major stressors or challenges are your struggling with right now?

When you feel like your most successful and happy self, what makes you feel that way?

What would your dream life look like if you could make it happen?

What has prevented you from having that dream life?

What goal or dream have you ever given up on or failed at?

What 3 big changes would you like to make in your life in the next 12 months?

What are you most proud of and excited about in your life?

Why are you interested in working with a coach?