Rachel Carey | Coaching Check-in Form

We believe in the power of a perfect fit. This application form helps us understand your business and personal needs to ensure that our coaching relationship is mutually beneficial. It's a completely safe space, free of judgment, where you can share openly and honestly. This allows us to serve you best and help you achieve your goals.

Personal Information:

Business Details

1.Describe your business: Niche/Who do you serve?

Services/products offered?

2. How long have you been rocking the business world?

3. Are you NDIS registered?

Yes

4. What are your top business goals? (Maximum of 5)

5.What's keeping you up at night when it comes to your business? (Your biggest pain points)

4. Revenue and Profit: Current annual revenue

Revenue and Profit: Current annual profit

5. Staff Levels: Number of full-time employees:

Number of part-time employees:

Number of contractors/freelancers:

6. Client Base: Number of active clients

Types of clients (e.g., in home, allied heath, nursing, SIL, day program):

7. Tell me a little bit about your team, structure, org chart etc.

8. What would you say your company's culture is like?

9. What are your company's core values?

10. What's your mission or the "why" behind your business?

11.How do you think a coach can help you?

12.What's your Favourite part of running your business?

13. What do you think is your secret sauce that makes your business unique?

14. If you had a magic wand, what’s the one thing you would change about your business right now?

Current Business Situation:

1. What are the main challenges you're facing in your business right now?

2. What strategies have you tried so far to address these challenges?

3. What are the biggest opportunities you see for your business?

4. What systems do you currently have in place: CRM

Accounting Software:

Microsoft Suite/Google etc:

5. What processes do you currently have in place for operations, marketing, and sales?

1. What specific areas do you need coaching in?

Business strategy and planning

Marketing and lead generation

Operations and process improvement

Compliance and quality frameworks

Financial management

Staff management (HR) and development

Personal development and mindset

NDIS knowledge and understanding

Other (please specify):

2. What do you hope to achieve through 1:1 coaching?

3. What is your preferred coaching style?

Direct and challenging

Supportive and nurturing

Structured and systematic

Flexible and adaptive

4. How do you prefer to receive feedback?

Verbal

Written

Visual (charts, graphs, etc.)

5. How do you prefer to be held accountable?

Regular check-ins

Action plans and follow-ups

Performance metrics and tracking

5. How do you prefer to be held accountable?

Regular check-ins

Action plans and follow-ups

Performance metrics and tracking

Life Aspects and Personal Reflection:

1.Rate your current satisfaction in the following areas on a scale of 1 to 8:

2. What are the top 1-5 goals you have in your in personal?

3. Do you need support in any of the following areas?

Love/Relationships:

Yes

Personal Growth:

Yes

Social Connections:

Yes

4. Reflecting on the past 12 months, what are the key achievements and challenges you have experienced in these areas?

5. What changes or improvements would you like to see in these areas over the next 12 months?

Additional Information:

1. Is there any other information you think is important for me to know about your business or your coaching needs?

2. Are there any specific questions or concerns you have about working with a coach?

Confidentiality Assurance:

All information provided in this application will be kept strictly confidential and will only be used to determine the suitability for 1:1 coaching with Rachel Carey.

By submitting this application, you agree that all information provided is accurate to the best of your knowledge and that it will be kept confidential.

Personal Information:

Business Details

1.Describe your business: Niche/Who do you serve?

Services/products offered?

2. How long have you been rocking the business world?

3. Are you NDIS registered?

Yes

4. What are your top business goals? (Maximum of 5)

5.What's keeping you up at night when it comes to your business? (Your biggest pain points)

4. Revenue and Profit: Current annual revenue

Revenue and Profit: Current annual profit

5. Staff Levels: Number of full-time employees:

Number of part-time employees:

Number of contractors/freelancers:

6. Client Base: Number of active clients

Types of clients (e.g., in home, allied heath, nursing, SIL, day program):

7. Tell me a little bit about your team, structure, org chart etc.

8. What would you say your company's culture is like?

9. What are your company's core values?

10. What's your mission or the "why" behind your business?

11.How do you think a coach can help you?

12.What's your Favourite part of running your business?

13. What do you think is your secret sauce that makes your business unique?

14. If you had a magic wand, what’s the one thing you would change about your business right now?

Current Business Situation:

1. What are the main challenges you're facing in your business right now?

2. What strategies have you tried so far to address these challenges?

3. What are the biggest opportunities you see for your business?

4. What systems do you currently have in place: CRM

Accounting Software:

Microsoft Suite/Google etc:

5. What processes do you currently have in place for operations, marketing, and sales?

1. What specific areas do you need coaching in?

Business strategy and planning

Marketing and lead generation

Operations and process improvement

Compliance and quality frameworks

Financial management

Staff management (HR) and development

Personal development and mindset

NDIS knowledge and understanding

Other (please specify):

2. What do you hope to achieve through 1:1 coaching?

3. What is your preferred coaching style?

Direct and challenging

Supportive and nurturing

Structured and systematic

Flexible and adaptive

4. How do you prefer to receive feedback?

Verbal

Written

Visual (charts, graphs, etc.)

5. How do you prefer to be held accountable?

Regular check-ins

Action plans and follow-ups

Performance metrics and tracking

5. How do you prefer to be held accountable?

Regular check-ins

Action plans and follow-ups

Performance metrics and tracking

Life Aspects and Personal Reflection:

1.Rate your current satisfaction in the following areas on a scale of 1 to 8:

2. What are the top 1-5 goals you have in your in personal?

3. Do you need support in any of the following areas?

Love/Relationships:

Yes

Personal Growth:

Yes

Social Connections:

Yes

4. Reflecting on the past 12 months, what are the key achievements and challenges you have experienced in these areas?

5. What changes or improvements would you like to see in these areas over the next 12 months?

Additional Information:

1. Is there any other information you think is important for me to know about your business or your coaching needs?

2. Are there any specific questions or concerns you have about working with a coach?

Confidentiality Assurance:

All information provided in this application will be kept strictly confidential and will only be used to determine the suitability for 1:1 coaching with Rachel Carey.

By submitting this application, you agree that all information provided is accurate to the best of your knowledge and that it will be kept confidential.

1:1 Coaching Application Form

Personal Information:

Business Details

Current Business Situation:

Coaching Needs:

Life Aspects and Personal Reflection:

Additional Information:

Confidentiality Assurance:

Agreement:

Personal Information:

Business Details

Current Business Situation:

Coaching Needs:

Life Aspects and Personal Reflection:

Additional Information:

Confidentiality Assurance:

Agreement:

1:1 Coaching Application Form

Personal Information:

Business Details

Current Business Situation:

Coaching Needs:

Life Aspects and Personal Reflection:

Additional Information:

Confidentiality Assurance:

Agreement:

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1 on 1 coaching application

Personal Information:

Business Details

Current Business Situation:

Coaching Needs:

Life Aspects and Personal Reflection:

Additional Information:

Confidentiality Assurance:

Agreement:

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RACHEL