Client Profile Questionnaire -for-testing

Client Profile Questionnaire

Hey there. Thanks for being curious about coaching and taking the next step.

Before we book in your complimentary session, it's important for me to understand how you view the world in general and yourself in particular, to ensure our first meeting is valuable.

This questionnaire is simply a starting point to stimulate your thinking. Please don't overthink answers as we'll discuss much of it when we meet. Have a positive day ahead and I'm looking forward to connecting soon. Cheers. Jodie Cooper.

Date

First Name

Last Name

How did you hear about Jodie Cooper

Address 1

City

State

Zip Code

Country

Mobile

Office Phone

Animal Preference

Birthday

Marital Status

Partner's Name

Children’s names & ages

Hobbies & Interests

Any history, diagnosis or treatment for mental illness

EMPLOYMENT INFORMATION

Position/ Job Role

Employer

What is it that currently occupies the majority of your time and effort?

What do you do during a normal day that you really enjoy?

What do you want from your life/career/ business? What do you value most?

How does what you do professionally contribute to achieving your personal goals?

If you could change some aspects of your personal/ professional situation what would you choose to change?

What do you consider to be your greatest accomplishments so far?

How do you respond when you are in a really challenging situation?

GOALS

What are your top 5 goals, either short or long term, at the moment?

Rate the following individual areas of your life from 1 (poor) to 10 (exceptional)

** Simply rate each area individually on how it is currently. (Not how you would like it to be or the
importance of it.) For example you may have more than one area rated 6, or none rated 1.

Career

Money & Financial situation

Health & Physical fitness

Friends & family

Significant other (life partner)

Physical environment (Your home, car, material possessions etc)

Personal development

Fun & Recreation

Spirituality

General happiness

Motivation towards goals

Feeling of being on purpose

Overall well being

CHALLENGES

What are your top 5 challenges at the moment?

How have you tried to overcome these challenges?

What areas of your life do you feel need the most attention?

COACHING

What are your major objectives that you wish to achieve from coaching?

What can I say or do when you are “stuck” that will help you return to action?

What else would you like to say?

double click to edit

Thanks, I’ll be in touch shortly. Have a positive day.
Jodie Cooper