Client Discovery Packet

Your Discovery Packet should take approximately 20 minutes to complete. Please answer all questions to the best of your ability, and for any question that doesn't apply, enter N/A.

Contact Info

Full Name

Phone Number

Address

Street Address

City

State

Country

Postal Code

Company Name

Job Title

Time In Current Role

LinkedIn Handle If You Have One

Facebook Handle If You Have One

Instagram Handle If You Have One

Tell Me Your Favorites

What's your favorite...

Color

Type Of Food

Beverage

Snack

Scent

Flower

Hobbies

Reading Genre

Author

Music Genre

Musician or Band

Online Store

Charities / Non-Profits

And lastly...

What's your "stay away from" list. Any foods, beverages, aromas, allergies, or sensitivities.

Your Challenges & Goals

If a question doesn't apply, enter N/A

What are three changes you'd like to make in your life over the next few years?

What short-term goals would you like to accomplish over the next 6 months?

How will accomplishing these things positively impact your life?

What previous steps have you already taken to address the things/goals you've mentioned here.

What has been the result so far?

Where do you see yourself 90 days after your coaching experience?

What do you think it will take to get there?

What have been your most valuable life lessons?

On a scale of 1-10, how would you rate your current well-being level?

How are you currently supporting your well-being?

On a scale of 1-10, how would you rate your current stress level?

What is causing you the most stress?

What is the most challenging obstacle you have had to overcome in your life so far? How did you handle it?

What are three things you are tolerating or putting up with right now in your life, personally or professionally?

Your Success Story

What has been the biggest success in your life? How did you achieve it?

What would genuine success look like for you going forward?

How will accomplishing these things positively impact your life? (copy)

What is your best scenario outcome from your coaching experience?

Your Support System

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Who are the most important people in your life, and what is your relationship to them?

Who supports you in your professional life? Do you have a business partner, team, staff, mentor, etc?

What do you value most in your life right now?

Have you worked with a coach in the past?

If yes, was it successful? Why or why not?

What type of coaching approaches discourage you or take away your motivation?

What other approaches have you tried on your own?

Do you engage in any spiritual practices?

Are you under the care of a mental health professional, psychologist, or psychiatrist?

If yes, what are they treating you for?

If under care, are you taking any medications prescribed by your practitioner? If so, please list.

Do you require any additional support to make your experience the most successful it can be for you?

Your Strengths

Have you taken the Clifton StrengthsFinder assessment?

If yes, please list your Top 10 Clifton Strengths in order from 1 to 10 below.

Are there any Strengths that do not currently resonate with you?

Which Strengths most resonate with you?

What activities drain you?

What activities energize you?

What drives you crazy at work?

What do you love about your work?

Your Comments

Describe anything else you'd like your coach to know to make your coaching experience wildly successful.

Thank you for taking the time to complete your Discovery Packet. Hit submit below to send it, and I'll be in touch soon!