Exploratory - Free Coaching Session Form

Exploratory - Free Coaching Session Form
Is this client a NO SHOW? ****If Yes, only fill out SECTION 1, the 1st question in SECTION 3 and hit SUBMIT*
SECTION 1: Client / Coach Information
Today's Date*

MonthDayYear
Date
Coach Completing Exploratory Call Name*

First NameLast Name
Coach Completing Exploratory Call Email*
example@example.com
Growth Strategist Name*

First NameLast Name
Growth Strategist Email*
example@example.com
Client Name*

First NameLast Name
Client Email*
example@example.com
Client Phone Number*
Payment Method*

ACH - Debit WithdrawalCredit CardNot Sure - Please Follow-up
SECTION 2: Exploratory-Free Coaching Session Questions
What is going on in your life that you need a coach?
What do you think you will accomplish when you hire us as a coach?
What goals are you looking to accomplish in the first 90 days?
What ways have you tried to attack your goals and ideas?
How do you expect a coach to help you achieve those goals?
What would be your preferred coaching style from your coach? i.e. Shoot it to me straight good or bad -- More encouragement while still addressing issues or somewhere in between.
Additional Comments
SECTON 3: Call Wrap Up - Questions for the Client for Start and Price
If you spoke with the client, will they be committing to coaching and enrollment?*

Yes, they will continue and the coach assigned is indicated belowYes, they will continue and I am working on the coach I will assign, mark as AWAITNo, this person is NOT a good candidate, mark as LOST.No, they are not yet ready to commit, mark as NURTURETHEY WERE A NO SHOWOther
If YES, Continuing with Coaching Complete the Following
Start Date for Coaching

MonthDayYear
Date
How would they like to pay their monthly coaching fee?

ACH Debit WithdrawalCredit Card (this has an additional 3.5% processing fee added)
1st Month Payment Amount (if different than recurring)
Recurring Payment Amount
Assigned Coach for Expectations Call
Additional Comments:
FOLLOW LINK TO ENROLLMENT FORMS TO COMPLETE SIGN UP
Click the link below to COPY/PASTE the appropriate Enrollment Form link to send to the client either via text or email

1. Decide which FORM LINK has the correct method of payment

2. Click ONCE on the link and it will display a 2 pieces of paper icon

3. Click the 2 pieces of paper icon to copy the link

4. Email or text the appropriate link to the client and have them fill it out while you are on the phone with them to help with any questions.

Note: You won't be able to see any of their personal information. CORE Leaders will be automatically notified of the form completion and will set up your client's recurring payments.

ACH & CREDIT CARD ENROLLMENT FORMS LINK
Thank you for completing the Exploratory - Free Coaching Session!
Should be Empty:

Exploratory - Free Coaching Session Form

SECTION 1: Client / Coach Information

SECTION 2: Exploratory-Free Coaching Session Questions

SECTON 3: Call Wrap Up - Questions for the Client for Start and Price

If YES, Continuing with Coaching Complete the Following

FOLLOW LINK TO ENROLLMENT FORMS TO COMPLETE SIGN UP