This is "your special place" you can visit 24/7. Here you'll find a wealth of resources, information, and assessments tests to help you help yourself. If clicking on a link does not provide you with what you're looking for, please let me know as sometimes we change things and forget to update link or two.
Welcome Kit Area: YOU ARE HERE. This is the place you start and where you'll find each form you need to complete AT LEAST 48 hours before we begin working together.
Other Forms
Resources
We'll talk about payment prior to you being here.
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Tip: Easily download these files without opening them first.
| FORM NAME | DOWNLOAD | DESCRIPTION/BENEFITS |
| Zip File | |
If you know what this sort of file is, it will be available to download by September 2009. Basically instead of downloading all the files below individually, you'll download 1 file, then open it with a Zip program. |
| Introduction Letter (WOW) |
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This is the letter you received that sent you to this page. We suggest you download a copy for your records. |
| Client Intake Assessment - Personal Profile 1 | |
Why is this so detailed? The more I know about you away from our calls, the more we can spend the calls working on "the future". Do your best when completing this form. This is not an easy form to complete, however, the benefits are immense. They will give you more clarity and will help you take what's been overwhelming you out of your mind and put it down on paper where we can do something about it! |
| 1001 Tolerations | |
The last part of the Client Intake Assessment is a tolerations list. If you get stuck coming up with 100 items, this list of tolerations is bound to help! |
| Client Intake Assessment - Business Profile 2 | |
Assess your business from head to toe. Tell me all about it. The more I know, the more I can help you. |
| Strengths Inventory | |
Two sections of the Client Profile mention this assessment. It's so important that you know your strengths! If you want to delve deeper into this area, a very good assessment can be found using the key from the book Now, Discover Your Strengths. |
| Clean Sweep Program: 100 Items That Bring Vitality And Strength | |
This is an excellent Life Balance tool. Add the scores from the four sections to the Client Intake Assessment - Personal Profile. First score total is usually 35 to 55. Look to get your score in the 80's and you'll enjoy life even more. |
| Life Fulfillment Assessment | |
This is a form to help you assess the overall fulfillment you are feeling in your life. |
| Customer Agreement | We'll send you this form since it's different depending on the plan you've chosen and things we've spoken about | |
| Ending Letter | |
Every relationship closes or changes. This document is about the process used to "end" or change our working relationship. If you understand everything contained in the letter, at the end is PLEASE CONFIRM email link to return to me before our first session. |
| Business Fundamentals Checklist | |
Business Fundamentals Checklist I developed this checklist in June 2008 because clients asked for a list of the things I thought would be important for them to take a look at during the first 6 months we'd be working together. We may not do the items on the list in the exact order you'll see, but then again, we may. It depends on your priorities, challenges, etc. We always start with your emergency issues, followed by the Ideal Client Profile and Business Plan. |
| 101 Things To Work on With Your Coach | |
Learn the different types of things I can help you with. Take a "big picture" your life. Complete this assessment for yourself and use the answers in your Client Intake Agreement |