Forms

Please fill out these forms as completely as you can. They’ll help me get a better sense for the direction of our work together.

Client Intake Form

Client Information


Client Background


Intake Questions

Body

On a scale of 1 (very poor) - 10 (excellent). How would you rate your:

Mind

On a scale of 1 (very poor) - 10 (excellent). How would you rate your:

Spirit

On a scale of 1 (very poor) - 10 (excellent). How would you rate your:


Qualities & Characteristics of My Parents & Myself


A New Day Life Coaching Client Agreement Form

  1. I understand that coaching is a broadly inclusive process that may include different areas of my life including and not limited to health, professional or family relationships and work. I acknowledge that it is my decision and choice how to utilize information in these areas in coaching sessions. It is my responsibility.
  2. I understand and agree that I am responsible for my physical, mental and emotional well-being during my coaching appointments. These appointments may take place in person or by phone. Any choices I make or injuries that I incur from recommendations made during my coaching appointments are fully my responsibility.
  3. TAKING BREAKS and TERMINATION: I agree and understand my coach or I can terminate or discontinue coaching at any time. If I need to cancel or change the time of a coaching appointment I understand I need 24 hours notice in order to not to be charged for the session. With advance notice of more than 24 hours I will not be charged and I will make every effort to reschedule.
  4. CONFIDENTIALITY: I understand that in order to protect my privacy, if I terminate my coaching, any assignment work or information about our coaching sessions will be deleted from my coach's files. I also agree that I consent to using e-mails to sometimes transmit sensitive information. I acknowledge the risks involved and waive any rights against my coach for errors made in these transmissions. This coaching relationship, as well as all information that the Client shares with the Coach is bound to confidentiality, but is not considered a legally confidential relationship. The Coach will not disclose the Client's name as a reference without the Client's consent. Confidential information does not include information that:
    • (a) was in the Coach's possession prior to its being furnished by the Client;
    • (b) is generally known to the public or in the Client's industry;
    • (c) that the Coach is required by law to disclose
  5. NON-DISCLOSURE and INTELLECTUAL PROPERTY: I understand that the methodology, coaching techniques and strategies used, as well as assignments, documents or emails are proprietary and I understand that and agree that they may not be used for any other purposes other than my coaching appointments without written consent from my coach. I understand that information is held as confidential to fulfill my coaching obligations and as required by law.
  6. DEFINITION of COACHING: I understand that coaching is intended for individuals who want to take action and make behavior changes in the service of their goals for life, health, well-being or work. Coaching does not involve the diagnosis or treatment of physical or mental disorders and I will not use it in place of any other diagnosis, therapy or treatment for other advice given me by medical, legal, financial or other qualified professional. It is clear that coaching may not be appropriate for all people.
  7. LIABILITY: Total liability under this coaching agreement shall be limited to the total amount actually paid by a client to the coach. In no event shall the coach be liable for any consequential or indirect damages alleged to result from the coach's performance or obligations under this agreement. I understand, acknowledge and agree that limited liability is a fundamental part of this agreement. The fees charged in this coaching agreement reflect the risk agreed upon by both client and coach. No action, regardless of nature arising from coaching services may be brought by the client, more than one (1) year after services rendered.

A new Day life coaching

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