New Client Forms

Welcome to the Focused Accountability Coaching program!

To get started, please review the documents below. At least 2-Business Days prior to your initial call, you will need to complete the following forms.

  • Client Information Sheet
  • Business & Marketing Assessment form
  • Ideas In Development Worksheet

The forms shown below can be completed when needed.

  • Call Prep Form (to be completed 2 business days prior to all subsequent coaching calls (not needed for your initial call)
  • Post Call Recap Form (to be completed immediately after your coaching call and is primarily for your own benefit)


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