Welcome to Your Coaching Journey

Client Enrollment Workbook

The purpose of this workbook is to establish the terms of your coaching agreement, gather preliminary information, and introduce you to some of the foundational tools we'll use together. Please set aside about 15 minutes to complete this workbook, and in a quiet place where you won't be disturbed.

"You will keep in perfect peace, those whose minds are steadfast." — Isaiah 26:3

Section 1 of 6 — Client Information

Client Information

Please provide the following information so we can get started on the right foot.

First Name

Please enter your first name.

Last Name

Please enter your last name.

Email Address

Please enter a valid email address.

Phone Number

Mailing Address

City

State & Zip

Birthday (Month / Day)

Why are you seeking coaching?

Please share why you are seeking coaching.

What do you hope to get out of this coaching experience?

Please share what you hope to gain.

Section 2 of 6 — Coaching Agreement

Coaching Agreement

Please read the following agreement carefully. Your signature below indicates full understanding and acceptance.

This coaching service is not advice, therapy, mentoring or counseling. It is Christian professional coaching, a unique process using the industry-known "coach approach" coupled with the use of Christian scriptures. It will address specific business and personal situations in the client's life as an alliance designed to bring out the best in the client.

The coach promises the client that all information provided will be kept strictly confidential as allowed by law. Throughout the working relationship the coach will engage in direct and personal conversations. The client can count on the coach to be honest and straightforward in asking questions and making requests.

The client understands the power of the coaching relationship can only be granted by the client and agrees to do just that — have a coaching relationship that is powerful. If the client believes that coaching is not working as desired, the client will communicate that to the coach in a timely manner and both will take action to remedy the situation collaboratively.

The client has a money-back guarantee if, by the end of the second session, the client is dissatisfied with the experience. The coach must be notified by email within five days after the second session.

I, the client, confirm that I do not suffer from any physical or mental disability that might affect my participation in the coaching process, and if I have any substance abuse problem or mental illness, I have consulted with my health care professional and been advised that I may participate in the coaching process without risk. Acceptance of this agreement indicates full understanding and agreement with the information outlined here.

Client Signature *

Sign with your mouse or finger above ✓ Signed

Please provide your signature to continue.

Preferred Accountability Style

Not everyone is motivated by the same level of accountability. Which approach works best for you?

Direct AccountabilityClear, direct check-ins and follow-through expectations help me stay on track.

Gentle RemindersI respond best to encouragement and a soft touch when I fall behind.

Volunteer AccountabilityI prefer to self-report and bring up my own challenges when I'm ready.

Describe Your Accountability Preference (Optional)

Section 3 of 6 — Business Wheel

Business Wheel

Time to Complete: 5 minutes

For each entrepreneurial category, rate your own personal standing on the 1 to 7 scale. If you feel strong in that category (it is happening exactly the way you like) rate it a 7. If it is not going well, rate it a 1. Use the number that best represents your current situation.

Section 4 of 6 — The Mirror

The Mirror

Time to Complete: 10 minutes

One of the most important things we can do in life is self-reflect. This is especially true when it comes to our business and the work-life balance we establish. The following questions are designed to stimulate thought for the purpose of self-discovery in preparation for coaching. Please say a prayer before starting this exercise.

Psalm 115:1 — "Not to us, O Lord, not to us but to your name be the glory because of your love and faithfulness."

Section 5 of 6 — Core Values Assessment · Step 1 of 3

Core Values Assessment

Time to Complete: 8 minutes

Core values represent your highest priorities, deeply held beliefs, and fundamental driving forces. Review the values below and check every value that resonates with you. You must select at least 20.

0 selected (minimum 20 required)

Add your own values (optional):

Section 5 of 6 — Core Values Assessment · Step 2 of 3

Narrow to Your Top 8

Below are all the values you selected in Step 1. Now choose exactly 8 that feel most essential to who you are and how you lead.

0 of 8 selected

Section 5 of 6 — Core Values Assessment · Step 3 of 3

Your Top 5 Core Values

From your top 8, choose the 5 core values that most define you. These will be the foundation of your coaching journey.

0 of 5 selected

"Success, in the knowledge economy, comes to those who know themselves, their strengths, their values and how they best perform." — Peter Drucker

Section 6 of 6 — Client Enrollment Workbook Summary

Your Enrollment Summary

Congratulations on completing your Client Enrollment Workbook! Here is a complete summary of your responses. Please send a copy to yourself and your coach using the button below.

Welcome Aboard! 🎉

You have taken an incredibly important first step. Your coaching journey begins now.