Request To Prepare Coaching Contract
Coach Name
*
Christy Belt Grossman
Elizabeth Gilbert
Ellenmarie Foga
Hannah Perkey
Jessica Hubbard
Jerrica Kontos
Kelli Turco
Stephanie Brackett
Your Ops Boss® Coaching Email
*
example@example.com
Is this a custom coaching contract?
*
Yes, it is a custom coaching contract
No, it is a normal 6 or 12 month contract
Coaching Client's Name
*
First Name
Last Name
Coaching Client's E-mail
*
example@example.com
Team/Company Name
*
Team/Company Owner Name
*
First Name
Last Name
Team/Company Owner E-mail
*
Team/Company Owner Title (Ex: Owner, CEO, President)
*
Was the source of the client your sphere or a referral?
*
No, it came through Ops Boss®
My Sphere (If they are not already in our DB you will receive a referral bonus)
Referral
Other
Who do we thank for the referral? (Name/Email)
Type a question
First Coaching Call Date
*
-
Month
-
Day
Year
Date
Coaching Day of Week
*
Monday
Tuesday
Wednesday
Thursday
Friday
Coaching Time
*
1
2
3
4
5
6
7
8
9
10
11
12
:
Hour
00
15
30
45
Minutes
AM
PM
AM/PM Option
What time Zone is that time?
*
What is the length of the coaching calls?
*
Number of Calls Per Month?
*
When Should "Homework" Be Due? (Ideally 7 days before 1st call. May be shorter if you are starting quickly.)
-
Month
-
Day
Year
Date
Are we sending normal HW to this client? (Systems Evaluation, 4-1-1, Request for Team Goals, Request for Personality Assessments)
*
Yes
No, I will leave notes below
Are we sending Prep Form to client?
Yes
No
Is this a 6 month or 12 month contract?
*
Month to Month
3 Month
6 Month
12 Month
Other
Is this client full-time (40 calls/yr) or part time (20 calls/yr)?
*
Full-time
Part-time
How often should progress reports be?
How often should RM/Business owner check-ins be?
Are there additional team members that will be on the calls? If so, please provide name and contact information (email and phone preferred).
*
Do you want to review contract before it is sent to the client?
*
Yes
No
Is there anything else we should know?
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