I N T E R N A T I O N A L C O A C H I N G C E R T I F I C A T I O N & B U S I N E S S T R A I N I N G

SAMPLE WELCOME PACKET

FOR COACHING

BUSINESS AND COACHING TRAINING& CERTIFICATION FOR WOMEN

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SAMPLE WELCOME PACKET FOR COACHING

“**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.

with [descriptor] Coach, XXX

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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

The Basics

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NAME AGE RELATION TO YOU

Current FamilyHUSBAND, CHILDREN, GRANDCHILDREN, ETC.

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NAME AGE RELATION TO YOU

Family of OriginPARENTS, SIBLINGS, ETC.

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YOUR GOALS - A FIRST LOOK

What are your reasons for wanting to receive coaching?

What is your Why? Be Specific.

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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?

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What has kept you from accomplishing these goals in the past? Be Specific.

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Describe your relationship with your Mother:

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Describe your relationship with your Father:

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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?

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How committed are you to achieving and completing your stated goals? How many hours are you per week? Be Specific.

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What are you willing to change about yourself or your business to accomplish your goals? Be Specific.

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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?

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What is going to be the most difficult part, or the biggest obstacle to success for you? What can you do to overcome these obstacles? Be Specific.

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What are YOUR strengths and weaknesses? Be Specific.

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If you could change three things in your life or business, what would they be?

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GETTING DOWN TO BUSINESSWhat 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.

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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.

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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.

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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.

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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)

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What is your target market’s biggest problem, wound or frustration?

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What products or services can you offer to heal your target market’s wound or solve their problem? Be Specific.

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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?)

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YOUR SUCCESS TEAMAre 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?

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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? Yes No

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:

YOUR BUSINESS INFORMATION

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Do you have any other comments for XXX as she prepares for you in your coaching program?

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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)

Why did you choose this monthly income goal? Why is this your goal? Please Be Specific.

YOUR FINANCES

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How will this money change your life?

Who else’s life will it change, and how?

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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?)

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What are your desires in terms of masculine and feminine energy balance?

How masculine are you? How feminine are you?

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How do you feel about becoming more feminine, and what resistance do you have about becoming more feminine?

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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?

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Key metrics: how many visitors does your site get per month? How many people do you have on your email list?