New Client Form - Boundless Coaching

New Client Intake

Welcome! I can’t wait to get started on this journey with you. Please fill out the information below so we can get started

Name

Phone

(###)

###

####

Occupation

Nature of Business / Position

Emergency Contact - Name

Emergency Contact - Relationship

Emergency Contact - Phone Number

What does being coached mean to you?

Where would you like to begin our work together?

What 3 goals do you want to achieve within the next 3 months?

What 3 goals do you want to achieve within the next 3 years?

Looking back on your life, what do you consider to be the peak experience or high point in your life. Tell me about a time when you felt most committed, most connected, most alive.

How will you know when you are receiving value from the coaching process?

How do you motivate yourself and what do you find demotivating?

I have read the Coaching Agreement below and agree to the terms listed.

COACHING AGREEMENT

Your Coach’s Commitment to our Coaching Relationship:

Your coach will exercise a high degree of professionalism, integrity and honesty.
Your coach is committed to your success, therefore I commit to following your agenda. What you say you want is my absolute focus and the focus of every coaching conversation.
Your coach will, at all times, maintain the highest ethical standards and diligently respect your confidentiality.
As your coach, I promise that you will receive value from our coaching relationship together.

Your Coach is not:

A personal consultant, personal trainer, therapist, life manager, minister, or an expert in your life.

Your Commitment to our Coaching Relationship:

I will bring a high degree of professionalism, integrity and honesty to my coaching sessions.
I will allow myself to be open to new possibilities, fresh ideas and unique ways of finding solutions.
I will be accountable and committed to producing results.
I am prepared to have fun and enjoy this coaching relationship.

Getting the Most from Your Coach:

Come with a clear agenda and lead our sessions. That is, if you know exactly what you want from our coaching call you are more likely to get it. The Coaching Call Prep Form is designed to assist you.
Please use coaching as a resource, not as an answer. Your coach will help you to discover your own answers. Your coach will not tell you what to do. The answers exist within you.
Enjoy your calls and use coaching to the fullest. Personal development is fun!
Communicate authentically by being open, honest and direct at all times. Have the courage to get your needs met. Your coach will respect your needs.
Make sure you are fully heard. Have the courage to express yourself.
Commit to participating fully during every call. Then, double your level of willingness.
Be prepared to be challenged. Your coach is the keeper of your vision and goals. With this in mind, you may be asked to raise your standards, redesign your time, remove stress from your life, change your behaviors, discover more about yourself, etc.

Policies and Procedures

If you cannot make our call, please give me at least 24 hours notice to reschedule. If you have an emergency, please call me as soon as possible to rearrange our call.
If you call late, your call may be shortened accordingly.
Complete and forward your Pre-Coaching form the day before your scheduled coaching call (Our first call will not require you to fill out this form.)

I declare that I am coachable and will honor my commitment to our coaching relationship. I have reviewed the policies and procedures.