Welcome Packet1

HELLO BEAUTIFUL AND WELCOME!

I'm thrilled to be working with you personally in coming months! Congrats on making a life chainging decision for your business!

So you can receive the most out of our time together, and to maintain a successful coaching relationship, please review the following policies and procedures. If you have any questions about them, please e-mail me at: Makayla@MakaylaMcRorie.com.

POLICIES AND PROCEDURES:

COACHING CALLS
We will meet via Zoom at agreed upon time. Links for these calls will be found in your confirmation email.

IF YOU INVESTED IN A PAYMENT PLAN
All payments are expected to be paid on time. If payments are not made on time your coaching sessions will be paused until payments are up to date.

CANCELING OR RESCHEDULING (FOR 1:1 CALLS)
If you need to reschedule, please do so via the link in your confirmation email. I also ask you give me at least a 24-hour notice. If you must cancel WITHIN the 24-hours of your session, I may not be able to reschedule, so please make every effort to stay within these guidelines.

MISSED CALLS (FOR 1:1 CALLS)
If you are more than 15 minutes late for a call, I will assume the session is
canceled, and will it not be rescheduled. In the case of an emergency, I will
do what is reasonable to be flexible. If you are late for the call, the session will still end at the designated time.

PROBLEMS
If at any time I say or do something that is upsetting or does not feel right to you please discuss it with me immediately. I am committed to providing a coaching partnership that is productive, rewarding, safe and FUN for you. Communication is the key to making this happen..

By typing my name below I acknowledge that I have read and agree to the above stated policies and procedures.

Signature

Clear

Name

First NameLast Name

Phone Number

Area CodePhone Number

Email

example@example.com

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Age

Date of Birth

Relationship Status

Website

Instagram

CURRENT FAMILY (Husband, Children, Grandchildren Etc)

	Individual's Name	Relationship to you	Age
1.
2.
3.
4.
5.
6.
7.
8.

What are your reasons for wanting to receive coaching?

What is your Why? Be specific.

What are your goals for this specific program and for taking your life and business to the next level. What specifically?

What specifically do you want to accomplish by the end of this program?

What's prevented you from accomplishing these goals in the past? Be specific.

Describe your relationship with your Mother:

Describe your relationship with your Father:

Describe your families thoughts, beliefs, habits and mentality around money growing up. Be specific.

Describe your current relationship with money.

What is your own money story?

How committed are you to completing and achieving your goals each week? How many hours are you available per week for these goals?

What are you willing to change about yourself or your business to accomplish these goals? Be specific.

What other personal and business development work have you done? Please list all programs, coaches, courses, teachers/healers, books etc. that have been part of your development:

Which of these programs have been the most helpful for you and why?

Which have been the least helpful for you and why?

What is going to be the most difficult part, or the biggest obstacle to success for you? What can you do to overcome this obstacle? Be specific.

What are your strengths and weaknesses? Be specific.

If you could change 3 things in your life or business what would they be?

What is your current profession or business? If in business, how long? What is the current status of your business? Ex: Well developed, profitable, brand new, etc.

If you want to start a business what business would you like to develop? If you're in business, what is your vision for your business? Be specific.

Who is your target market—meaning the people you ideally want to work with and serve? Narrow it down as much as you can.

Which marketing channels are you currently using, and/or what have you used in the past? (i.e. Facebook Ads, podcasts, content marketing, etc) Which have been the most successful for you? If you're brand new just type n/a

What is your target market’s biggest problem, wound or frustration?

What products or services can you (or already) offer to heal your target market’s wound or solve their problem? Be Specific.

What return on investment are you committed to creating for yourself, and by when? (All investments have a positive return if they are true investments. What profit amount do you need to make in order for this to be a “good investment” for you?)

Are you currently working with a Virtual Assistant?

YesNo

If so how many hours per week?

Other team members, if any?

If not, are your ready to hire a Virtual Assistant?

YesNo

How many hours are you willing to have a VA work for you?

Do you have a landing page?

YesNo

If so what's the URL?

Do you have a website?

YesNo

If so what's the URL?

Do you have a mailing list/email list?

YesNo

How many people are on it?

What is your computer proficiency level (beginner / intermediate / advanced)?

Are you a Mac or PC user?

MacPCBoth

How many connections do you have on LinkedIn?

How many followers on Instagram?

How many friends on Facebook?

Other Platforms?

Do you have any other comments for Makayla as she prepares for you inside this coaching container?

THE BASICS

YOUR GOALS

GETTING DOWN TO BUSINESS!

YOUR SUCCESS TEAM

YOUR BUSINESS INFORMATION