Expectations Call Questions Form

Expectation Call Questions - INDIVIDUAL CLIENT

For Coach Use Only
INSTRUCTIONS
Use this form for your Expectations Call with an individual client provided by the Growth Strategist that is fully committed to coaching with CORE Leaders, has completed their enrollment and has paid for their 1st month of coaching OR if you have procured this client and are planning on completing the Coach Client Sign Up Form to add them to your roster.

Upon submission of this form the GS will reach back out to you to discuss whether you will continue on to coach the client or if something changed during this call that would require another coach be assigned.

If another coach should be assigned, CORE Leaders will move the client's Google folder from your folder to the new coaches folder.

Only the Coach and CORE Leaders will receive a copy of this form. CORE Leaders. CORE Leaders will put a copy of the completed form in the Client's folder within your Google folder - visible only to you, not the client.
Today's Date*

MonthDayYear
Date
I received from Growth StrategistI procured this Client and if they decide to coach with me, I will complete the Coach Client Sign Up Form in the Coaches Portal
Growth Strategist's Email*
example@example.com
INDIVIDUAL CLIENT INFORMATION
Individual Coaching Client's Name*

First NameLast Name
Individual Coaching Client's Email*
example@example.com
COACH INFORMATION
Coach Name*

First NameLast Name
Coach Email*
example@example.com
Expectations Call Questions - Individual
Tell me about yourself personally and your family?
What is important to you in hiring a coach?
What do you want to be different in your life or business?
How will I know if we accomplished the mission?
Do you currently have other coaches? If so, what are they coaching you on?
What is your passion? What gets you out of bed?
Do you know your Core Values? What are they?
What do you believe has gotten in your way in the past?
What are the top 3 priorities or big rocks you want to accomplish in the next 90 days? Dig down so it’s measurable.
Who are you as a leader? What would the people say who you are as a leader?
Who is your Support team?
What does our partnership look like to you?
12 months from today we are reviewing our past year and it has been amazing, what made it amazing?
What did I not ask that I should have asked?
Additional Comments
BONUS QUESTIONS
On a scale of 1 to 10, 10 represents a high level of challenging you? How strong do you want me to be?
How should I handle commitments if not kept?
Is there anything I should know about your family or family history that will help in our coaching?
What are your strengths?
What areas of your life would you like to improve or are you concerned about?
Do you have a vision for yourself five years from now?
What would that feel like accomplishing your goals?
Additional Comments
COACH & CLIENT AGREEMENT
YesNo
If this is an Individual Client you procured AND they will continue to coach with you, make sure to also complete the Coach Client Sign Up Form in the Coaches Portal.
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Expectation Call Questions - INDIVIDUAL CLIENT

INSTRUCTIONS

INDIVIDUAL CLIENT INFORMATION

COACH INFORMATION

Expectations Call Questions - Individual

BONUS QUESTIONS

COACH & CLIENT AGREEMENT