Client Welcome Packet

The following questions will help us make progress in our work together. We’ll use this information throughout our coaching engagement to make decisions and develop insights. 

This is your Client Welcome Packet. Depending on which service you have purchased from The Opportunities Project, you will receive different questions based on your answer to the question “Which coaching package did you purchase?”

  • If you purchased the Check Your Potential package, The Resume Review Service, The $5 Consultation, or The Power Hour, you should plan to spend between 15-20 minutes completing your Client Welcome Packet.
  • If you have purchased the Create Your Productivity Playbook, Communicate Your Social Proof, Commit to Your Vision, or Leap. Launch. Love. Custom Coaching packages, you should plan to take between 45-60 minutes to complete the coaching questions. The answers and insight you provide will be used extensively through our coaching sessions.

Please take as much time as you need to answer each of these questions as thoughtfully as possible. There are no right or wrong answers, and no expectation that you should be anywhere other than wherever you are right now. If you feel like you don’t have an answer right now, that is okay too. Please try to provide a few things the question makes you think about.

It’s important for you to spend some time assessing where you are starting from, as well as think of where you would like to go in the future. These questions will help you with that exploration.

Let’s get started!

 

Client Information

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If you purchased the Check Your Potential Package, I will use this link to complete my LinkedIn Profile review. If you don't have a profile, you will by the time we're done coaching!
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Tell Me More About Yourself

Choose all that apply.
Drop a file here or click to upload Choose File
Maximum upload size: 2.1MB
A .DOCX would be best so I can take notes, but you can also attach a .PDF or .RTF file.
Please list your questions in order of priority. If we spend a lot of time on an early question, I’ll check in during our session to see if you want to move on the next question or keep on the current topic.

Deep Dive Questions

3=excel 2=manage 1=struggle
3=excel 2=manage 1=struggle
3=excel 2=manage 1=struggle
3=excel 2=manage 1=struggle
3=excel 2=manage 1=struggle
3=excel 2=manage 1=struggle
3=excel 2=manage 1=struggle

Communicating Your Social Proof

The following questions will help me get a sense of your mindset about branding, marketing, and communicating your message.

Create Your Productivity Playbook

It’s important for me to understand what tools, structures and routines you currently use to manage your goals, time, and work. We can use our coaching time to transform your systems and set up tools that work the way you want.
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Two Last Things...

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