Growth Strategist Client Intake Form

Growth Strategist Client Intake Form
DID CONNECT WITH THE CLIENT FOR INTAKE

Yes, I WAS able to connect with the client for the Intake Call PRIOR to the Exploratory-Free Coaching Session. I will complete this entire form.
DID NOT CONNECT WITH THE CLIENT FOR INTAKE

No, I WAS NOT able to connect with the client for the intake call PRIOR to the Exploratory-Free Coaching Session. COACH listed at the bottom of this form will reach out. I will complete SECTION 1, 4 and 5.
SECTION 1: Client Information

FILL OUT THIS SECTION FOR EVERY CLIENT WHETHER YOU DO OR DO NOT CONNECT FOR INTAKE
Is this Intake Form from a Coach Referral?*

YesNo
If Yes, Enter Coaches Name that is Referring Client

First NameLast Name
Did the Referring Coach suggest other Coaches for the Exploratory-Free Coaching Session?
If Yes, Enter Coach Names Here Separated by a Comma
Growth Strategist Name*

First NameLast Name
Growth Strategist Email*
example@example.com
Client Name*

First NameLast Name
Client Email*
example@example.com
Client Phone Number*
SECTION 2: Client Questions
Where do you live?
REMINDER: If the "client" says they wanted to Become a Coach not be coached, DO NOT submit this Intake Form, instead:

1. Direct them to the coreleaders.com website Become a Coach button

2. Have them re-enter their infomation

3. Let them know our Coach Onboarding Team will reach out to them shortly

4. Cancel their Booked Exploratory Free Coaching Session in GHL and remove it from the GHL calendar (canceling it will remove it from the support calendar)
What motivated you to click to have a FREE Coaching Session?
What is your current occupation?
What is your current goal?
What are your initial expectations for your ideal coach?
What would you see as the preferred style, background or specific experiences that you want your coach to have?
When you are successful in coaching, what looks different in your life and business 6 months from now? 12 months from now?
What are specific outcomes you would like to see from coaching?
Do you currently have someone in your life that challenges you to grow?
Do you currently have a budget allocated for education/coaching or will you need to create one?
What types of solutions do you currently spend on to invest in your business?
GAINING CLARITY OF ISSUES is important to me:

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1 is Not Important, 10 is Extremely Important
UNDERSTANDING WHAT MOTIVATES ME is important to me:

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1 is Not Important, 10 is Extremely Important
EXPLORING AND UNDERSTANDING WHAT IS HOLDING ME BACK is important to me:

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1 is Not Important, 10 is Extremely Important
GAINING AN INSIGHT INTO WHO I AM, MY STRENGTHS, CAPABILITIES AND POTENTIAL is important to me:

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1 is Not Important, 10 is Extremely Important
BEING PROVIDED WITH ENCOURAGEMENT AND SUPPORT is important to me:

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1 is Not Important, 10 is Extremely Important
RECEIVING HELP TO DEFINE GOALS is important to me:

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1 is Not Important, 10 is Extremely Important
BEING CHALLENGED WITH DIFFICULT QUESTIONS is important to me:

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1 is Not Important, 10 is Extremely Important
BEING PROVIDED WITH HONEST AND DIRECT FEEDBACK is important to me:

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1 is Not Important, 10 is Extremely Important
BEING HELD ACCOUNTABLE FOR MY GOALS is important to me:

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1 is Not Important, 10 is Extremely Important
How heavily will price factor into your decision?

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1 is Not Important, 10 is Extremely Important
SECTION 3: Will They Continue?
With regard to everything we have discussed today, is this something now you are committed to taking action on to achieve different results moving forward?

YesNoNot sure right now
IF NO, NOT CONTINUING WITH COACHING ANSWER THE FOLLOWING
If NO or not sure right now, can you share with me the reason you are hesitant to continue?
If NO or not sure right now, is there anything we could do to change your mind?
If NO or not sure right now, would you like to remain on our contact list?

YesNo, DND All Communications
What is the best way to contact you in the future - text, email, calls?

TextEmailCall/VMDND All Communications
Additional Comments:
SECTION 4: Next Steps

FILL OUT THIS SECTION FOR EVERY CLIENT WHETHER YOU DO OR DO NOT CONNECT FOR INTAKE
EXPLORATORY CALL: I will select one of the following whether I DID or DID NOT connect with the client and their contact info is valid*

CONNECTED: Yes, they want to continue on to the Exploratory Call and it's bookedCONNECTED: They are NOT ready to start coaching right now, but would like us to continue to touch base with them, mark as NURTURECONNECTED: They do not want to continue to an Exploratory Call, mark as LOSTDID NOT CONNECT: I've informed the Coach I did not connect with the client prior to their Exploratory-Free Session.N/A
SECTION 5: Assign a Coach

FILL OUT THIS SECTION FOR EVERY CLIENT WHETHER YOU DO OR DO NOT CONNECT FOR INTAKE. You can take the recommendation of the Referring Coach (if applicable) or select the coach for the Exploratory-Free Coaching Session.
Coach Name

First NameLast Name
Coach Email
example@example.com
Should be Empty:

Growth Strategist Client Intake Form

SECTION 1: Client Information

SECTION 2: Client Questions

SECTION 3: Will They Continue?

IF NO, NOT CONTINUING WITH COACHING ANSWER THE FOLLOWING

SECTION 4: Next Steps

SECTION 5: Assign a Coach