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 As a client, you have secure, privileged access to certain content, resources, and tools that when used, support you in making the most out of coaching. 

To get started, please refer to the information detailed below…

Optimal Coaching Experience Checklist:

___  Complete the welcome packet forms (Profile, Goals & Discovery) prior to the first session so that they (and you) could be the most prepared before even beginning to coach. 

Click here to access your Profile Form. [create your custom link]
Click here to access the Goals Form.  [create your custom link]
Click here to Access the Discovery Form[create your custom link]

___  Receive the automated appointment reminder with a link for the Call Strategy Form. Look for this in your inbox 24 hours prior to your session (Tip: whitelist my email address to be sure it is not marked as junk or spam).

___  Complete the Call Strategy form  [create your custom link] one (1) day prior to your session.

___  Show up on time, be present (no multitasking) and uphold commitments to the coaching schedule.

___  Receive & complete within 24 hours the Post Session Recap Form [create your custom link] to continue processing the material, curriculum and nuggets within the coaching session.

___  Provide feedback and input after each coaching session using the Post Session Recap Form [create your custom link].

___  Utilize the Client Log [create your custom link] at least once in-between each coaching session to post questions or celebrations.

___  Process payments [create your custom link] for services according to your agreement [create your custom link].

___  Review the resources within the private website for further support and guidance.

___  Complete a Mid-Point Evaluation form [create your custom link].

___  Review goals, progress and accomplishments each month.

___  Complete a Post-Term Evaluation form


___  Provide a Testimonial by answering a few simple questions on the Testimonial Form [create your custom link].

 On-Going Visits:

  • Access to the Call Strategy Form – the day before each coaching appointment, you will receive an email reminder.  At the bottom of this reminder will be a link for you to access and complete the call strategy form.  
    • Benefit:  maximize the effectiveness of our time together.

  • Access to the Calendar – at any time you can review the calendar for upcoming appointments, and/or reschedule appointments.  I’ll be notified immediately if any changes are made to existing appointments, so help yourself if you need to change any appointment information.  
    • Benefit:  no email tag/phone tag to move appointment dates/times.

  • Update Forms – at anytime during our coaching process you can update your information on any of the forms within the system.  
    • Benefit – I, as your coach, will always have the latest information to fully support you in achieving your goals.

NOTE:  be sure to click on the “Save” buttons when you enter or update any information on the forms so the system captures your data.

Should you have any questions refer to the FAQ page of my website [create your custom link] or contact me via email.