ERM Coaching

Elite Executive Coaching Intake

Executive Coaching Intake Form

Section 1: Contact Information

MM slash DD slash YYYY
Address
(Please give best phone #(s) to contact you.)

Emergency Information

Name

Section 2: Vital Statistics

MM slash DD slash YYYY
Marital Status (now)
Marital History (ever)
Genetic Sex(Required)
Have you been in therapy or counseling in the past?
Are you currently in therapy or see a mental health professional?
Do you have now, or in the past, issues with: (check all that apply)
How would you describe your state of mind over the past 3 months?
Do you feel you have a pessimistic outlook, low mental energy or depressive personality?
Do you have any physical health conditions that could make a day-long coaching session difficult for you?
I understand that giving feedback on the survey forms provided or by email is important to the coaching process and I agree to fill out the various feedback questionnaires as requested.(Required)

Skype How-to’s

The coaches prefer to use Skype for coaching sessions, as it allows continuity between sessions. Before your first official session, even if you already have Skype on your computer, please ensure you have the latest version. You may need to go to skype.com and download it there.

If you already have a Skype account:

1. Please check that you have the latest version
. If unsure, go to skype.com and download the latest version.

Please email your Skype address to CoachNancy@drlonsdorf.com:

To find out your Skype address, please do the following:

On a MAC:

  1. Open up your skype application.
  2. Go to the “File” drop-down menu, then choose “Edit Profile”.
  3. Your skype address will then be beneath your name at the top.

On a PC:

  1. Open skype application
  2. Go to the Skype drop-down menu, choose “Profile”, then “Edit Profile”


If you don’t yet have a Skype account, please go to www.skype.com and download the latest version onto your computer. Then kindly send us your newly chosen skype address (not the email address associated with your account, but the skype user name you chose) to CoachNancy@drlonsdorf.com at least 2 days prior to your first coaching session so we have time to ensure we are connected and to troubleshoot if needed.

THANK YOU!

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