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Intake Interview & Client Preferences

Welcome!

The purpose of completing the interview portion of this form is to help you gain clarity and to help both of us make efficient use of our session time. The purpose of the preferences portion of the form is to help me be able to make your coaching experience as valuable as possible.

Please review the Cadence Coaching Terms & Conditions and read the How to Make Coaching Work for You document before completing the following intake form.

Click the button below to start.

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Question 1 of 34

Full Name, Email and Birth Date (Please use the same email you used to schedule your Discovery Call)

Question 2 of 34

Full Address & Phone/Cell Number

Question 3 of 34

Vocation

Question 4 of 34

Relationship Status

INTAKE INTERVIEW

Question 6 of 34

What are your reasons for wanting to work with a coach?

Question 7 of 34

What are your goals for the next year and plans for the next chapter of your life?

Question 8 of 34

What has kept you from accomplishing these goals in the past?

Question 9 of 34

What do you want to accomplish by the end of this program?

Question 10 of 34

On a scale of 1-10 (1=not at all, 10=over the top committed) how committed are you to achieving and completing your stated goals?

Question 11 of 34

What other personal or business development work have you done? Please list programs, seminars, teachers, mentors, healers, trainers, books etc. that have been part of your development.

Question 12 of 34

What is going to be the most difficult part, or the biggest obstacle to success for you?

BUSINESS

Question 14 of 34

Do you own a business?

A

Yes

B

No

Question 15 of 34

What is your current profession or business and how long have you been in business?

Question 16 of 34

What is the current status of your business? Ex: pre-revenue, developing, well developed, profitable, thriving etc.

Question 17 of 34

If you want to start a business, what kind of business would you like to develop? If in business, what is your vision for your business? Be as specific as you can.

Question 18 of 34

Describe you products and/or services.

Question 19 of 34

What are the strengths and weaknesses of your business (or your business idea?)

Question 20 of 34

In terms of being organized and having a clear physical space for your business, how on top of that are you?

Question 21 of 34

Who is your target market? (The people you ideally want to work with and serve.) Narrow it down as much as you can.

Question 22 of 34

Which marketing channels are you currently using, and/or what have you used in the past? (i.e. social media, industry advertising, affiliate marketing, industry specific venues, etc.)

Question 23 of 34

What is your target market’s biggest problem, pain or frustration?

Question 24 of 34

What products or services can you offer to solve their problem? Be Specific.

Question 25 of 34

What return on investment are you committed to creating for yourself through this coaching program?

Question 26 of 34

Who do you consider to be a part of your team?

CLIENT PREFERENCES

Question 28 of 34

How would you like to meet for the majority of our sessions?

A

Phone

B

Zoom

C

FaceTime

D

Other

Question 29 of 34

Would you like to receive recordings of your sessions?

A

Yes

B

No

Question 30 of 34

Which of these best describes you? Choose one from the pair.

A

I like a lot of structure and predictability.

B

I prefer to go with the flow.

Question 31 of 34

Which of these best describes you? Choose one from the pair.

A

I like to write my thoughts down and have things organized on paper or online.

B

I prefer not to feel obligated to write things down.

Question 32 of 34

Which of these best describes you? Choose one from the pair.

A

I work best with a high degree of accountability.

B

I work best without a lot of pressure and external accountability.

Question 33 of 34

I have read and agree to the Terms and Conditions for Cadence Coaching

A

AGREE

Question 34 of 34

By signing below, I agree that all of the provided information is true to the best of my knowledge and I have read and agree to the Terms & Conditions for Cadence Coaching. (Enter your full name)

Confirm and Submit