Sample Welcome Packet for Coaching With [descriptor] Coach, XXX **Please feel free to use this packet as a reference and to add your own content where you see fit** Every woman has a story. Coaching with XXX is where you can bring your story to be heard, honored and acknowledged. I am committed to helping you further develop your life to be one that you value, cherish and own with pride. I m thrilled that you ve decided to create something new and beautiful for yourself and others in the world. If that means achieving financial freedom, or developing new products or services or starting or growing a business, improving your relationships, that s what Success Coaching with XXX is all about No powerful story is free of challenges. I expect your story to include battles and victories. Since it s time for a change in your life, and it s time to break through the unnecessary burdens, to overcome the obstacles that entangle you and keep you from living your purpose, I welcome you. I am here to assist you in the success process so that you will thrive in life and ultimately experience joy in the way it is meant for you. I am honored to journey with you and anticipate a glorious experience in the continuation of your Story. To aid our process, please complete the information on your royal heritage Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 1
The Basics Name: Cell Phone: Home Phone: Work Phone: Email: Website: Street Address: City: State: Zip Code: Country: Age: Date of Birth: Relationship Status: Do you prefer a regular or vegetarian meal? (when applicable) Please include a photo of your self: Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 2
Current Family Husband, children, grandchildren, etc Name Age Relation to You Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 3
Family of Origin Parents, siblings, etc. Name Age Relation to You Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 4
Your Goals A First Look What are your reasons for wanting to receive coaching? What is your Why? Be Specific. Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 5
What are your specific goals for this coaching program and for taking your life and business to the next level? What specifically? What specifically do you want to accomplish by the end of this program? Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 6
What has kept you from accomplishing these goals in the past? Be Specific. Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 7
Describe your relationship with your Mother: Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 8
Describe your relationship with your Father: Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 9
Describe your family s blueprint around money their thoughts, beliefs, habits and mentality around it. Describe your own relationship with money. What is your money story? Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 10
How committed are you to achieving and completing your stated goals? How many hours are you per week? Be Specific. Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 11
What are you willing to change about yourself or your business to accomplish your goals? Be Specific. Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 12
What other personal and business development work have you done? Please list all programs, seminars, teachers, mentors, healers, books etc. that have been part of your development: Which of these programs have been the most helpful for you and why? Which of these programs have been the least helpful for you and why? What is going to be the most difficult part, or the biggest obstacle to success for you? What can you Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 13
do to overcome these obstacles? Be Specific. Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 14
What are YOUR strengths and weaknesses? Be Specific. Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 15
If you could change three things in your life or business, what would they be? Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 16
Getting Down to Business What is your current profession or business? If in business, how long have you been in business? What is the current status of your business? Ex: Well-developed, profitable, etc. Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 17
If you want to start a business, what kind of business would you like to develop? If in business, what is your vision for your business? Be Specific. Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 18
Do you want to develop products or services (or both)? Describe them. What are the strengths and weaknesses of YOUR BUSINESS (or, business idea)? Be Specific. Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 19
In terms of being organized and having a clear physical space for your business, how on top of that are you? Do you have a maintainable filing system? Who is your target market meaning the people you ideally want to work with and serve? Narrow it down as much as you can. Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 20
Which marketing channels are you currently using, and/or what have you used in the past? (i.e. Google Ad words, affiliate marketing, etc) Which have been the most successful for you? What is your advertising budget? (total or per month, per day, approximation is fine) Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 21
What is your target market s biggest problem, wound or frustration? Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 22
What products or services can you offer to heal your target market s wound or solve their problem? Be Specific. Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 23
What return on investment are you committed to creating for yourself, and by when? (All investments have a positive return if they are true investments. What profit amount do you need to make in order for this to be a good investment for you?) Your Success Team Are you currently working with a Virtual Assistant? Yes No If so, how many hours per week? If not, are you ready to hire a Virtual Assistant? Yes No How many hours per week are you willing to have a VA work for you? Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 24
Your Business Information Do you have a squeeze page? Yes No What is the URL? Do you have a website? Yes No What is the URL? Do you have a blog? What is the URL? Are you interested in developing a speaking presence (becoming a speaker to promote your business)? Yes No Do you have a brand image (logo, graphics, etc.)? Yes No Do you have a press kit? Yes No Do you have a mailing list/email list? Yes No How many people are on it? What is your computer proficiency level (beginner / intermediate / advanced)? Are you a MAC or PC user? MAC PC Social Media: What is your Facebook name: How Many Friends? Followers? What is your Twitter name: How many followers: Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 25
Do you have any other comments for XXX as she prepares for you in your coaching program? Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 26
Your Finances Your privacy is important, so the following section is optional. If you do not want to disclose this information, it s ok. The following section is here to help XXX learn more about you and assist you in this area, if desired. Your personal preference about how much you disclose is completely up to you. XXX s suggestion is that if you are aggressively working on improving your financial status, it would help her to know where you are at, where you want to be, and how much you want to make as result of taking this class. All of this information is confidential and it is up to you to share, or not. What is your current monthly income? BUSINESS: What is your monthly income goal? (See above) Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 27
Why did you choose this monthly income goal? Why is this your goal? Please Be Specific. Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 28
How will this money change your life? Who else s life will it change, and how? Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 29
What is your current financial status? (Are you in debt? Are you living paycheck-to-paycheck? Do you have capital to invest to develop your new business?) Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 30
What are your desires in terms of masculine and feminine energy balance? How masculine are you? How feminine are you? Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 31
How do you feel about becoming more feminine, and what resistance do you have about becoming more feminine? Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 32
What Do I Want From XXX in this coaching program? for business:.for relationships: for personal life: Who are your main competitors? Not that we believe in a competitive business model, this is more for XXX to learn more about your field/industry. What is the unique value of your product/services? i.e. How are you different from others in your industry? Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 33
Key metrics: how many visitors does your site get per month? How many people do you have on your email list? Sample Welcome Packet 2016 Gina DeVee questions@ginadevee.com 34