Welcome To Your Place - The Client Café

This is "your special place" to 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.

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.

Resources

Payment Options (Maria to work on this part)

More


Welcome New Client - Forms


Tip: Easily download these files without opening them first.

June 2009 - Test Page links below are not working, descriptions need changing

 FORM NAME  DOWNLOAD DESCRIPTION/BENEFITS
Zip File  Elevating Your Business 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)   Link to Introduction Letter This is the letter you received that sent you to this page. We suggest you download a copy for your records.
Welcome Agreement 1  Link to Welcome Document Ground rules and information that will be helpful to our relationship and your journey. Whatever you don't understand or whatever questions you have about this document, email me immediately. If you understand and agree to everything contained in the letter, I ask that you click the PLEASE CONFIRM email link at the end of the agreement before our first session.
Some Sort of Life(style)Plan or Goals List - Short Version  Link to Client Profile Coming soon: Assess your business from head to toe. Tell me all about it. The more I know, the more I can help you.
Client Intake Assessment - Business Profile 2  Link to Client Profile Assess your business from head to toe. Tell me all about it. The more I know, the more I can help you.
Agreement  Download Partnership Agreement Agreements for clients to sign and return. It includes logistics of our sessions as well as policies and agreements. If you understand everything contained in the letter, return to me before our first session.
Business Vision Statement 1 Year  Download Partnership Agreement coming soon 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 the business plan.
Business Vision Statement Exit Strategy  Download Partnership Agreement coming soon 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 the business plan.