Spoken English, Communication Coaching & Business Consultation Intake Forms

Posted On: October 18, 2012

Spoken English, communication coaching and business consulting is available to help you understand the American corporate and cultural landscape better.

The forms discussed in this post are to be filled out by new clients to Authentic Journeys. These forms will take you a considerable amount of time to fill out thoroughly. Take your time and feel free to ask me any questions you have along the way. 

Form 1:”Authentic Journeys Coaching Intake & Welcome Packet.” 

Thoroughly reviewing and honestly filling out this form is the first step in the process of working together to identify your strengths and challenges. Your self-analysis will be discussed and we will sit down to form goals and objectives to work on. Some coachees who elect to work on various voice and accent skills may opt to send an additional voice sample. 

Form 2: Authentic Journeys Cross-Cultural Life Coaching Client Services Contract 
To clarify the roles and responsibilities of the client and coach relationship, this form must be filled out and returned to the coach before starting regular sessions. This form sets guidelines for client and coach in the following areas:

  • Fee schedule, including late, overage, and cancellation fees
  • Setting up general scheduling and time frames for coaching.
  • Confidentiality Rules.
  • Coach’s credentials, professional roles and boundaries.
  • Utilization of coaching in comparison to other helping professions.

Form 3: “Confidentiality & Release of Information Agreement.” 
All coaching services are confidential. Often new coachees would like to collect references. Though there are select testimonials on the website and a few of my past clients are happy to share their experiences as a reference, all coaching and training is completed under confidence unless the company and/or individual gives permission to the coach to release their names. Also, all conversations are confidential. Signing this form signifies that conversations do not leave the privacy of the coaching relationship. However, as coachees do have friends, family, colleagues and other helping professionals  aiding them, this form also allows for coachees to list select people the coach can share information with as relevant to the coaching goals and objectives.

Upon filling out the online form, a copy will be sent to you and Jennifer Kumar by a PDF email attachment. Jennifer will contact you within 1-3 business days of receiving your forms. Thank you.

Author, Jennifer Kumar helps Indians communicate more clearly with Americans in business settings. View the Authentic Journeys client portfolioJennifer’s LinkedIn profile or contact us to get started. 

Updated April 2013, May 2016, June 2020




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