Getting Started

Congratulations on taking the first step toward a more meaningful and purposeful life!

Please take a few moments and help me understand your current situation as well as your expectations from a coach and from a coaching program. Every potential coaching candidate should complete the questionnaire before the Discovery Session to assess where you are and how I can help, but feel free to make an appointment first! If you have any other questions regarding the coaching process, please fill in the form below, or you may call me and leave a message. I will return your call within one business day.

If you have any other questions regarding the coaching process, please fill in the form below, or you may call me and leave a message. I will return your call within one business day.

Phone number: (714) 867-7398

I am located in the Orange County, California area. However, phone, Skype, and email sessions are becoming more common, so distance is not an issue.

I highly recommend you download the questions to MS Word and answer them there—that way, if there are any issues during submission, you will have a backup in place.

Pre-Coaching Information Form

In an effort to understand and fulfill the individual needs of every client, I request that you complete the following questionnaire.

Please, do your best and be as specific as possible so that my service can be tailored to your priorities. Even if you find some of these thought-provoking questions challenging, try and answer them anyway.

The answers will allow me to get to quickly know you better and enable me to coach you more powerfully. The answers may also give you some insights.

There are no right or wrong answers here. Your answers can be as long or short as you like. The purpose is to give us an overview of where you are in your life/business/profession and to get you thinking.

Name

Address

City, State, Zip

Phone

Email Address

Marital Status

# of Children

Birth Date

Education

Please include High School, Undergraduate, Post Graduate, and/or Work-Related education, as applicable.

1. What issues or areas of concern are causing you unrest?

2. Briefly describe your current work situation:

3. How did you get involved in this occupation?

4. What would be the key characteristics of an ideal job/career?

5. What are 2-3 obvious strengths or talents (things other people say you are good at)? (Please explain.)

6. What are 2-3 hidden strengths or talents (things you are good at that others might not recognize)? (Please explain.)

7. What are 2 or 3 of your weak areas? (Please explain.)

8. What other skills, abilities, and interests do you have?

9. What is a gift, talent, or skill that you’d like to use more often?

10. Tell me about your community Involvement:

11. How do you define success?

12. What’s currently present in your life for which you are grateful?

13. If you received a $3 Million inheritance tomorrow, what would you do? How would your life change?

14. If your doctor told you today that you have 6 months to live, what would you do in those remaining months?

15. What are you doing in your life now that will last forever?

16. In writing your epitaph, what would you want people to remember about you?

17. Are you a Christian? If yes, for how long?

18. What would you consider yourself to be a “big fan” of (sports teams, products, people, organizations, etc.)?

19. How do you think you would benefit from partnering with a coach?

20. What are your expectations for Life Coaching?

21. What are your concerns or fears in dealing with a coach?

22. This is a process of LIFE PLANNING. This can be a time of stress, frustration, and uncertainty, but also excitement and positive anticipation. What can we do to make this experience more enjoyable?

23. Who referred you to Leaving Conformity Coaching?