Client Intake Form: Beyond The Sun Consulting

Name*

First NameLast Name

Age*

Date of Birth*

Date

Time of Birth according to official birth record*

Hour Minutes

AM/PM Option

Location of Birth*

Street Address

Street Address Line 2

CityState / Province

Country

Gender

MaleFemaleNon-binary

Phone Number*

Email*

example@example.com

1. List the top three places you are considering relocating to or visiting. 2. What are your non-negotiables? Example: No cold weather or must be near water.*

Describe how you would like to feel in the places you have selected. Are you looking for your next home? Your next place to expand your network? Your next place to teach or learn?*

AGREEMENT/REMINDERS:

All information entered onto this form will be considered strictly confidential.

The data gathered from this form will only be used as a basis for the type of coaching the client will need.

Client acknowledges that no place is perfect, and agrees that they are coachable.

There are no refunds offered for any consultation or coaching services.

Should client request or agree to receive coaching services, consultant will provide a plan of action deemed objectionably reasonable for client to review before agreeing to engage in coaching services.

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