Client Change Request Form
I am:
*
A Coach, I'll put my name/email in Section 1
CORE Client Care, I'll put my name/email at the bottom of the form
Growth Strategist, I'll put my name/email at the bottom of the form
SECTION 1
Start Date of Change
*
-
Month
-
Day
Year
Always the 1st of the month
Client
*
First Name
Last Name
Client Email
*
example@example.com
Coach Name
*
First Name
Last Name
Coach Email
*
example@example.com
Type of Change Request
*
Please Select
Cancel Before Start w/Refund
Cancel
Hold 30d
Hold 60d
Name Change
Transfer
Upgrade
Downgrade
Requested by
*
Please Select
Coach
Client
Reason for Request and Additional Comments
*
SECTION 2 - Select Change to Request
CANCEL BEFORE START
Client cancels their Coaching Contract prior to having their 1st official call with the Coach (not including the Expectations Call). They are eligible to receive a refund of the 1st month's payment.
Refund Requested
Please Select
YES
Recurring Payments selected
Credit Card
ACH Debit Withdrawal
TRANSFER
Client wants to transfer to a different Coach
Has a NEW coach already been contacted to take this client in their roster?
Yes, I've connected the NEW coach with the client and they want to coach together
No, but I do have a coach in mind. I've entered their name below. I would like CORE to reach out to them and set up the Expectations Call to connect the client and coach
No, I need CORE to select a new coach
Name of Coach for Transfer (if known)
First Name
Last Name
New Coach Email
example@example.com
Will their payment method stay the same?
Yes
No
Previous Payment Method?
ACH
CC
Is the contract amount staying the same?
Please Select
Yes
No
New monthly contract amount?
ADDITIONAL COACH
Client wants an additional coach(s) who specializes in something specific to the clients needs.
Client Name
First Name
Last Name
Client Email
example@example.com
Current Coach Name
First Name
Last Name
Current Coach Email
Suggested Coaches for Exploratory Session with Client
Coach #1
First Name
Last Name
Coach #2
First Name
Last Name
What is the clients reason for adding an additional coach?
Any additional client information for GS to follow up.
NAME CHANGE
Billing Information Does Not Change
New Client Name
First Name
Last Name
New Client Email
example@example.com
New Client Phone
Please enter a valid phone number.
Format: (000) 000-0000.
HOLD or HOLD Extension
Clients can only go on Hold for 30-60d in one calendar year. A Hold fee of $200/mo will be applied and Coach commissions will not be paid during the Hold term.
HOLD Start Date
-
Month
-
Day
Year
Always the 1st of the month
Duration of this HOLD
30d
60d
60d+
HOLD End Date
-
Month
-
Day
Year
Always the LAST day of the month
Is this a HOLD Extension
YES
NO
If YES for HOLD Extension, how long was previous HOLD?
30d
60d
60d+
UPGRADE / DOWNGRADE
Is this change for a limited duration?
Yes
No
If Limited Duration, Enter Length
If Limited Duration, Enter End Date (Last Day of the Month)
-
Month
-
Day
Year
Date
NEW Monthly Payment Amount
What is the client's original recurring payment method?
Credit Card
ACH Debit Withdrawal
Will the Client's monthly recurring method of payment stay the same?
Yes, they will stay with their Current ACH Debit Withdrawal Account for their Payments, ONLY their Payment Amount will change
Yes, they will stay with ACH Debit Withdrawal Payments BUT need to change their Account / Routing numbers. I request CORE email the Client the link to the Existing Client Debit Withdrawal Payment Form
Yes, they will stay with their Current Credit Card Number for their Payments, ONLY their Payment Amount will change
Yes, they will stay with Credit Card Payments BUT need to change their Credit Card number. I request CORE email the Client the link to the Existing Client Credit Card Payment Form
No, they will switch to Credit Card Payments from ACH. I request CORE email the Client the link to the Existing Client Credit Card Payment Form and cancel their existing Debit Withdrawal payments
No, they will switch to ACH Debit Withdrawal Payments. I request CORE email the Client the Existing Client Debit Withdrawal Payment Form and cancel their existing Credit Card payments
Growth Strategist Name
First Name
Last Name
Growth Strategist Email
example@example.com
CORE Client Care Name
First Name
Last Name
CORE Client Care Email
example@example.com
Submit Form
Should be Empty: