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💡 In this section, you’ll find an intake form to fill out, along with all the necessary documents to review and sign before we begin our work together. Some documents will require your signature—please download the documents (on the left), review them, and upload the signed versions (on the right). Below, you’ll also find your payment plan and invoices for easy reference.

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Menu

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Client Portal for Coaches

ONBOARDING

Welcome

Task Manager

THE PROGRAM

Program Details

Modules & Lessons

Materials

Calls

OFFBOARDING

Follow-Up & Next Steps

Feedback

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Q&A

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Tasks

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Onboarding Form

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Name

[ADD HERE]

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Time zone

[ADD HERE]

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E-mail

[ADD HERE]

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Preferred days/times for sessions

[ADD HERE]

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What made you seek coaching? Why now?

[ADD HERE]

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What have you tried before to improve your situation?

[ADD HERE]

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What do you hope to gain from this coaching program?

[ADD HERE]

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How would you like me to hold you accountable?

[ADD HERE]

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Coaching Agreement

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Additional Documents

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Payments

Invoices