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Request A Discovery Session

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Personal Information Sheet

All information is completely confidential and will be held as such. Provide answers for that which applies to you and would be effective for our coaching relationship (some of the information may not apply to you, or is irrelevant to our working together. totally up to you). You can add explanations (More details on another page) where you think you would like to further explain any thoughts or feelings to me.

Mailing Information

Personal Numbers:

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Work Information

Personal Information:

Credit Card Information

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Disclaimer

By providing your credit card information in this discovery packet, you authorize us to securely keep your card on file for future services. Your card will not be charged without prior notice, except in the event of a missed appointment or cancellation made without at least 24 hours’ notice.

If a session is not canceled or rescheduled within the required 24-hour timeframe, you acknowledge and agree that we reserve the right to charge the card on file accordingly.

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Client Questionnaire

The following questions are to help kick start our coaching together. There are no right or wrong answers. Have fun and give yourself the time you need to both review and chew on your answers. Use extra space to answer the questions completely.

  • 1. Pretend that you are near the end of your life. In looking back, what would you have needed to do/see/experience in order to consider your life to be one of fulfillment? Of few or no regrets?
  • 2. Take time to describe your passions. What are they? Where in your life do they show up? Where don't they? If you were to tell me of a secret passion, one that is almost too exciting to do or do more of, what would it be?
  • 3. What would you like me to know in order to be the best possible coach for you? What tips could you give me to coach you most effectively?
  • 4. What's missing in your life, the presence of which would have your life be more fulfilled?
  • 5. Some of the following questions I have borrowed from James Lipton, the host of the television show Inside the Actor's Studio (who borrowed them from a French journalist). The others I either created myself or have heard other coaches use. Please answer them spontaneously. If you find that you have more than one answer, that is fine, too. Write down your first thoughts, as they tend to be the most natural and unguarded (do not think too much before you write!!!):

VALUES

In coaching terms, values represent who you are and what is essential to you. They are not universal morals, nor are they standards of good and evil. They are not things that come and go, or principles that you develop over time. Values represent that which, if honored fully, will bring immense fulfillment to your life.

At the start of our process, we will look at and clarify your top values, and then refer to them often in our ongoing work together.

Spend some time with the exercises on this page. They are intended as the first step in naming your values. What you write based on these exercises will be used by us as raw material. Do not worry about naming the actual values. We will do that together.

  • 1. Think of a peak time in your life, a time of extreme pleasure or adventure, learning or satisfaction, peace or well-being. It may be a moment in time, or may have happened over a long period. Describe this time, with as many pertinent details as possible. What was it about this moment or experience that made it so powerful? Put yourself back in that time, and be aware of all around you. What do you see? Hear? Taste? Smell? Feel? What thoughts are in your head? What emotions are you experiencing?
  • 2. Think back to a terrible event, moment or period in your life, a time where you felt completely dishonored, unloved, disempowered - a truly yucky time. Describe this time, with as many pertinent details as possible. What about it was so horrible? What aspects of that time do you never want to experience again? Put yourself back in that time, and be aware of all around you. What do you see? Hear? Taste? Smell? Feel? What thoughts are in your head? What emotions are you experiencing?
  • 3. What really makes you angry/drives you crazy?
  • 4. If I were to interview your family and/or closest friends, what would they say you value the most?
My life feels like a great adventure:
I feel sure I can solve any problem I encounter:
I have fun:
I laugh out loud:
I feel overwhelmed by gratitude:
I spend time in comfortable solitude:
I spend time in comfortable solitude:
I feel deeply understood:
Things just seem to work out for me:
I use my imagination:
I get so involved in projects I forget to stop:
I do things I loved when I was a kid:
People seem to enjoy being around me:
I play:
I feel perfectly safe:
I get excited when it’s time to go to work:
I feel mentally sharp and alert:
I have really cool ideas:
I love my body:
I’m flooded with love for other people:
I do new things, or old things in new ways:
I do what I want to, even if it’s scary:
I’m completely relaxed with other people:
I feel intense physical pleasure:
I am very pleased with myself in general:

Please rate the following symptoms using the number key below.

Difficulty concentrating
Memory loss or blackout
Crying
Difficulty sleeping
Missing classes/work
Stealing
Feeling helpless
Anger
Feeling uptight
Eating binges
Worrying
Drinking heavily
Feeling hopeless
Other drug use
Feeling afraid
Guilt feelings
Lying to others
Withdrawing socially
Feeling out of control
Feeling out of control
Feelings of self-doubt
headaches, digestive
Injuring self List
Nervous around others

Please check any current or past issues that still affect you.

Sexual Identity Issues
Sexual Assault/Rape
Death of someone close
Suicidal Thoughts
Have you ever been hospitalized for psychiatric care or a mental disorder, or has a physician, psychiatrist, or mental health professional ever recommended such hospitalization to you?
Are you currently in therapy?
If yes, have you informed your therapist that you are enrolled in coaching?
Within the past six months have you taken, or has a health professional advised you to take, any prescription medications or drugs that a) affect your mental processes or mood, b) to treat a chemical imbalance, or c) to treat depression or a mood disorder?
Please sign to give me permission to work with you.

I am willing to be guided through relaxation techniques, visual imagery, creative visualization, hypnosis, neuro-linguistic programming (NLP), emotional freedom techniques, and other energy-based practices. I understand that all services provided—including hypnotherapy, coaching, and NLP—are non-medical in nature. For any medical concerns, diagnoses, or changes in medication, I will consult my qualified healthcare practitioner.

I acknowledge that I have been fully informed about the nature and purpose of these services, and I have had the opportunity to ask any questions prior to participation.

I understand and agree to the policies of Collective Consciousness Life Coaching. All sessions are paid in advance. The initial session is a 40-minute consultation priced at $47, which must be paid upfront and is non-refundable.

There is no refund policy for any services. A minimum of 24 hours’ notice is required for any appointment cancellation or rescheduling. Failure to provide sufficient notice may result in the session being forfeited.

You will be contacted at the agreed-upon time and number for each scheduled session. If you are unavailable at that time, a message will be left, and you may return the call within the scheduled session window to utilize your remaining time. If any changes or delays occur on the provider’s end, you will be notified via text, and adjustments will be made accordingly with your agreement.

For any communication regarding scheduling or issues, you may also reach out via text at 1-602-315-6300. We understand that unforeseen circumstances may arise, and we will work together professionally to address them.

Thank you for your cooperation. I look forward to working with you.

Type name and date to give me permission to proceed.