Pilar Caranti
Certified Professional Life Coach
Parenting & Family Consultant
MA Psychology
Client Forms
The following forms comprise the welcome packet for new individual clients. If you are a couple please complete one for each one of you. You can download the PDF version of the Coaching Agreement form from the link below.
Please complete and submit the Client Intake form and read through and sign the Coaching Agreement form and return it to me prior to our first scheduled session by email.
New Client Forms:
First:
* Read the Welcome Letter as it contains important information.
Second:
* Complete the Individual Client Intake Online Form (for couples, please complete one per person)
OR:
* Complete the Group Coaching Form (only for GROUPS. For COUPLES use the Individual Form.)
ALL
* Client Guidelines Form (for your information only)
Third:
* Read, print and sign the Individual Coaching Agreement below and return it to me via email before the first session especially if you are having a phone or Skype session. If you are meeting me in person, you can give it to me at the start of the first session. The agreement will be reviewed during the first minutes of the first session so this session will take a little more of an hour for individual clients only and little more than an hour and a half for couples or groups.
Please complete and submit the Client Intake form and read through and sign the Coaching Agreement form and return it to me prior to our first scheduled session by email.
New Client Forms:
First:
* Read the Welcome Letter as it contains important information.
Second:
* Complete the Individual Client Intake Online Form (for couples, please complete one per person)
OR:
* Complete the Group Coaching Form (only for GROUPS. For COUPLES use the Individual Form.)
ALL
* Client Guidelines Form (for your information only)
Third:
* Read, print and sign the Individual Coaching Agreement below and return it to me via email before the first session especially if you are having a phone or Skype session. If you are meeting me in person, you can give it to me at the start of the first session. The agreement will be reviewed during the first minutes of the first session so this session will take a little more of an hour for individual clients only and little more than an hour and a half for couples or groups.
Existing Individual Clients Forms:
For all subsequent sessions, please complete one of the Coaching Prep Forms. I’ve created different ones and you may choose the one that serves you best, because the prep form is primarily for YOU!
* Coaching Preparation Online Form 1
* Coaching Preparation Online Form 2
* Coaching Preparation Online Form 3
For all subsequent sessions, please complete one of the Coaching Prep Forms. I’ve created different ones and you may choose the one that serves you best, because the prep form is primarily for YOU!
* Coaching Preparation Online Form 1
* Coaching Preparation Online Form 2
* Coaching Preparation Online Form 3
I recommend printing out your Prep Form so that you have it handy and can make notes as we go along. I keep your coaching forms and my notes in a special OneNote notebook to access each time we talk. It’s a wonderful record of the work we’ve done and the progress you’ve made - and you should have an even more wonderful record in your own paper or digital notebook!
