Coaching onboarding

This is a confidential onboarding form to ensure that I have the correct contact information for you, an emergency contact and for you to share any other information that you would like to ahead of our first session. I keep forms for three months after our last session (in case you book further sessions) and then all information is deleted. Anything that you share in this form will be held completely confidentially.

Your name

Your pronouns (if you're happy to share)

Home address

Emergency contact details - name, email and telephone number

Please note that I will only use this to check on your wellbeing in the event that you have missed sessions and I have had no contact from you. I will always try to contact you first.

If you feel comfortable, tell me a little bit about your background and what has brought you to coaching.

What are you hoping to gain most from coaching?

Are you happy for our calls to be transcribed and shared with you after each session?

Yes please

No thank you

I use Otter AI to take notes during coaching calls. This is an online notetaker that records the audio (not video) of the call, transcribes it and then sends a summary, any action points and the full transcription after the session. Please let me know if you are happy for our sessions to be transcribed or if you would like to opt out.

Do you have any accessibility or care needs that would support you during our sessions?

This might include things like captions, cameras off (either sometimes or all of the time) etc.

Would you like to be subscribed to my newsletter?

Yes please

No thank you

I share a 2 - 3 letters per month including my personal experience of AuDHD, community toolkit resources plus any coaching courses or workshops that are coming up. You can unsubscribe at any time.

Is there anything else that you would like to share ahead of our first session?

Coaching onboarding

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