Coach Referral Form
Coach Use Only - Use this form to refer a client to the Growth Strategist to have them conduct an Intake Call with the client and place with a CORE Leaders Coach. If you have a person who is interested in coaching and you think YOU would be the best coach for them, do not fill out this form. Fill out the COACH CLIENT SIGN UP Form to sign them up yourself and then email them the Enrollment Form Link to enable CORE to set up their recurring payments.
ATTN: Growth Strategist. This person has expressed an interest in CORE Leaders coaching. Please reach out to them and conduct an Intake Call with them. Thank you!!
Referring Coach
*
First Name
Last Name
Referring Coach Email
*
example@example.com
Is this client an Individual or a Team?
*
Individual
Team
If Team, Enter the Team Name (i.e. Sue Smith Sales Team)
Individual Client or Team Point of Contact Name
*
First Name
Last Name
Individual Client or Team Point of Contact Email
*
example@example.com
Individual Client or Team Point of Contact Mobile
*
Payment Type
*
ACH - Debit Withdrawal
Credit Card
Not Sure - Please Follow up
Any Additional Client Information for GS to Follow Up
*
*OPTIONAL - Suggested Coaches for Exploratory-Free Coaching Session with Client*
COACH #1
First Name
Last Name
COACH #2
First Name
Last Name
Submit Form
Should be Empty: