Making Blue Happy

WELCOME PACKAGE

 
Dear New Client:
 
I hope you have enjoyed your FREE Sample Coaching Session. Congratulations!! That was your hardest and most important step. Now your journey begins. I promise to work with you, support you, cry with you and celebrate with you as you move forward in creating the life you want and deserve. I look forward to your progress in feeling GREAT again.
 
Always remember…. You’re not Alone. Together as a team, we will work on improving your "self confidence, your self image", your strength and your abilities. You will re-discover your value, your potential and your love of life.
 
So grab a coffee, get comfortable, relax, take a deep breath and enjoy! I am honored to be your partner and friend in this wonderful journey.
 
THIS IS YOUR TIME. TAKE IT!
 
If you have questions, you need clarification, you just simply need to talk…please contact me at:
 
Jo Morgan, Certified Professional Life and Wellness Coach, Specializing Bipolor, Depression and Victims of Abuse

Jo@MakingBlueHappy.com
 
 

COACHING TERMS & AGREEMENT

 
Dear New Client:
 
Welcome to the magic of coaching! I look forward to working with you.
 
Please read through this entire document and let me know if you have questions. The last page is the Coaching Agreement. Please fill that out as directed, sign it and fax it back to me prior to our first session.
 

The Co-Creative Relationship

 
The relationship between a coach and client is Co-Creative, meaning that we are equals. I am not a therapist, counselor or a consultant. I am a trained and professional Life and Wellness Coach using honed communication skills to support you as a thinking partner. Together we create more power for you to affect meaningful change and take dynamic actions towards your goals.
 

Your Role:

 

• Please take time before each session to determine what you’d like to take away from the session. This is called the “Client Agenda”. Please email me your agenda and any background information needed 24 hours prior to each session.

• Treat our coaching as the valuable investment that it is. Protect your investment by showing up to every session on time and setting an intention to be centered, ready to engage and take meaningful actions.

• Give me feedback in the moment about your coaching experience.

 

My Role

 

• I will listen closely to you respond to what I hear and ask questions. If I hear something in your voice or language that sparks an intuitive thought, I’m likely to ask you about it. Often, it is the small moments that bring about big shifts. If I’m not on target, just tell me. I’m not attached to being right.

• At the end of the session, if you do not set specific actions you are ready to take, I may make a coach request. I ask clients to stretch themselves, deepen the work done in the sessions by writing, taking some action, resolving relationships or things that feel incomplete. You are always free to negotiate, accept or decline.

 

Extra Time

 
Between sessions, if you have questions, a brief update, or want to bounce some ideas around, please contact me by email. If it seems best, I may suggest a brief phone call or to add that as an agenda item for our next session.
 

Ways You Can Get More From Your Coaching Experience

 

• Make our coaching sessions a priority. Come to every call with a specific agenda.

• Complete what you agree to do in between sessions. Integrate what you learn.

• Be open-minded. Try new approaches. Experiment.

• Be willing to change your beliefs and patterns if they do not serve you anymore.

 

Fees

 

• My Coaching fees are paid as a retainer. Your card will be charged automatically at the beginning of each month that we agree to work together. You will receive a receipt by email at the time of the charge. Print and keep these for your records. These fees may be tax deductible as a business and/or training expense. Please check with your accountant or employer.

• My fees are based on the number of sessions we agree to. Typically, I offer four (4) half hour sessions at $200.00 with a 10% discount for every four (4) additional sessions scheduled.

• These sessions could be by telephone or face-to-face depending on your preferences and your convenience.

• I accept and prefer Visa or MasterCard payments. If you must pay by check, please send checks for several months in advance. If we discontinue coaching before they are used, the checks will be returned or shredded.

• Please budget for this investment. It's one of the best investments you will make in yourself.

• I do not accept late payments. Please make certain funds are available. If your credit card expiration date or number changes, please let me know.

 

Session Procedures

 

• Please call me at (678) 948-5559 for sessions.

• If you call in for your session and get my voice mail, please call back after one full minute.

• Please do not leave a message and wait for me to call you back. I might not receive your message between clients.

• If you do not call in within 15 minutes for your scheduled session time the session will be lost.

 

Schedule Changes/Vacation/

Business Trips

 

• We will set a mutually agreed upon time for our sessions.

• Please give our call high priority and arrange your schedule to honor our agreed-upon time.

• I require a minimum of 24 hours' notice to reschedule a call. In any case, if you must miss a call, let me know as soon as you are able. If something must change temporarily or permanently, I’ll offer other times, if available.

• If you forget a session or do not call in, that session will be counted as a completed session under our agreement and will not be rescheduled. However, I will consider emergency situations case-by-case.

• If you have planned vacations or business trips that will conflict with our sessions, please notify me of these as soon as you have an itinerary and we will discuss when to reschedule. I will do the same with you when I plan trips.

 

First Session Preparation

 
Prior to our first call, please read and send back the five welcome packet documents. Also, complete and email your answers to the Session Prep Questions, sent to you as an email template. Keep this template for future sessions.
 
 

CREDIT CARD AUTHORIZATION

 
I authorize Jo Morgan, CoachingCourageousWomen.com Certified, Professional Life and Wellness Coach to charge my credit/debit card for the amount shown below each month for coaching services, until I discontinue services.
 
Client Name: ______________________________________
 
Name as it appears on card: __________________________
 
Billing Address: _____________________________________
 
City: ______________________________________________
 
State/Prov.: _________________Country: _______________
 
Postal/Zip Code: __________Phone: (   ) ___________
 
Email: _____________________
 
Fax: _______________________________________________
 
Card Type: Please check one: Master Card ( ) Visa ( )
 
Card Number: _______________________________________
 
Verification Code (3 digits on back of the card): ____________
 
Expiration Date MM/YY: _____________ Amount: $200.00 per month
 
Authorized Signature:                              Date:

 

Please fax this form before your first scheduled session to:
Jo Morgan, CoachingCourageousWomen.com, Professional Certified Life and Wellness Coach, (fax number).
 
Do not email as your credit information will not be secure.
 
 

COACHING AGREEMENT

 
Dear New Client: Please sign below and return this page to reflect your agreement:
 
I understand that Jo Morgan, Certified, Professional Life and Wellness Coach is not a licensed therapist, or counselor and that I am responsible for all my decisions, actions and feelings.
 
I agree to pay my monthly coaching fees on time, at the beginning of each month. Four (4) half hour sessions at $200.00 per month.
 
I have read the coaching terms and agreement. I understand my role and my coach’s role in or co-creative professional coaching relationship. I will ask questions and clarify anything I don’t understand. I am committed to doing everything I need to do to get 100% from my coaching relationship.
 
{Please put your initials next to each statement to which you agree below:}
 
____ I give Jo Morgab, Certified Professional Life and Wellness Coach, permission to release my name, phone and email address as a client to the International Coach Federation (ICF), a professional association and accrediting body for coaches. This information is given for accrediting purposes only and will be held confidential by the ICF.
 
____ I give JO Morgan, Certified Professional Life and Wellness Coach, permission to record my sessions. At any time, I can ask for a session not to be recorded. I understand she may share or discuss these recordings with her own coach for peer review or credentialing purposes. Otherwise, they will be kept safe and held confidential.
 
Client Signature:                                     Date:

 
 

CLIENT PROFILE

 
Dear New Client: The following information will help us develop a rich relationship. Please fill out the personal information to the degree that you feel comfortable sharing the details. Once it’s complete, email this form back to me as an attachment. Your information will be held in confidence. Thank You! I am honored!
 
PERSONAL INFORMATION
 
Your Name/Nickname: ____________________________
 
Your Birthday: ___________________________________
 
Hobbies: _______________________________________
 
Favorite Books or Movies: __________________________
 
Partner’s Name (if applicable): ______________________
 
Names and Ages of your Children: (if applicable) ________________________________________________________________
 
CONTACT INFORMATION
 
Street Address: __________________________________
 
City: ________________ State/Province: ____________
 
Postal/Zip Code: _____________Country: _______________
 
Home Phone: (   ) __________ Cell Phone: (   ) __________
 
Work Phone: (   ) _____________ Fax: (   ) _____________
 
Primary email: ____________________________________
 
Alternative email: _________________________________
 
EMPLOYMENT INFORMATION
 
Occupation: ___________________________
 
Title: _________________________________
 
Company or Employer: __________________________________
 
Times/Days at Work: ___________________________________
 
Website Address: ______________________________________
 
MISCELLANEOUS
 
Is there anything else you want me to know about you at this time?

_____________________________________________________________________
 
 

CLIENT QUESTIONNAIRE

 
Dear New Client: The purpose of these questions is to illuminate me about you! Please take some time to answer them. Feel free to use more space.
 
1. What are your strongest beliefs about yourself and the world?
 
 
 
 
 
 

2. What bits of wisdom/life lessons would you like to share with the world?

 
 
 
 
 
 

3. When in your life have you been most committed to something/someone?
 
 
 
 
 
 

4. When in your life have you felt most creative?

 
 
 
 
 
 

5. What are the greatest accomplishments of your life so far?

 
 
 
 
 
 

6. About what have you taken the strongest stand?

 
 
 
 
 
 

7. What does success/prosperity mean to you and when/how have you experienced it?

 
 
 
 
 
 

8. What energizes you?

 
 
 
 
 
 

9. How might you sabotage this coaching process? What do you want me to do if I notice sabotaging behavior?

 
 
 
 
 
 

10. How will you know how effective coaching has been for you?
 
 
 
 
 
 

I’m Looking Forward To The Magic In Our Coaching Relationship!

 
So…grab yourself a cup of coffee, the first one is on me, breath in, grab your Kleenex box and relax…. I’m here to help.
 
Your first ½ hour private consultation is FREE. If after your first session, you feel that we make a good fit and that you would like to continue working together, we can arrange to meet on a monthly basis with (4) half hour sessions per month at a cost of only $200.00. 
 
This is an investment in your future. You’re worth it. Whether you need my support for one month or six months, it’s entirely up to you. No long-term contract is required.
 

 
Push Yourself beyond your self-created limitations.