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Client Onboarding

I'm so glad to welcome you as a new client.

Please fill out this information so I can get to know you better. 

You can expect to spend about 15 minutes completing these forms, so feel free to grab your favorite beverage! Add additional time if you choose to do the optional questions but be sure to read through each page, until you come to the “Submit” option. 

(Once you are finished with this form,  you will be directed to the next  questionnaire. Be sure to scroll to the top of each page if necessary. You are finished after choosing the “Submit” button.)

Onboarding Steps

This information is optional. Please continue to the next forms even if you choose to not fill out optional information.

Required reading. Please continue:

Welcome To The Wonderful World Of Coaching!

It is an honor to be your coach and I am looking forward to working with you. Thank you for offering your trust and confidence.

The relationship between coach and client is co-creative, meaning we will work together as equals in active roles. As a coach, I use honed communication skills to support you as a thinking partner. Together we create more power for you to effect meaningful change and take dynamic action toward the goals you choose. You set and control our agenda. This is Synergy!

Your Role As Client

  • Be prepared to answer the questions that launch each session: "What do you want to talk about today?" and “What would you like to take away from this session?”
  • Arrive to every session on time.
  • Come to your session centered and ready to engage.
  • Give me feedback in the moment about your coaching experience—what works, as well as what does not work.
  • Be ready to identify specific actions you will take. I ask clients to stretch themselves and deepen the work done in the sessions in a variety of ways. You are always free to negotiate, accept or decline.
  • Be willing to change attitudes, habits, and assumptions, if you discover they no longer serve you or help you become your best self.

My Role As Coach

  • I will listen closely to you and ask questions, responding to what I hear you say. If I hear something in your voice or language that sparks an intuitive thought, I am likely to ask you about it. Often, it is the small moments that bring about BIG shifts. If I am not on target, just tell me. I am not attached to being right.
  • Coaching is not psychotherapy. It does not deal with the same issues and is not covered by health insurance policies. Coaching is designed to give focus, structure, and support to achieving life and career goals. If the need arises for clinical counseling, a referral will be made.
  • At the end of the session, if you do not mention what actions you are ready to take, I may ask you to stretch yourself and deepen the work done in the session by taking some action. You are free to negotiate, accept, or decline.
  • Coaching is not consulting. If we begin dealing with areas within my professional expertise and you would like to speak with me as a consultant, we can intentionally move into that role upon upon request. Fees remain the same.
  • In adherence to the International Coaching Federation (ICF) Code of Ethics, all our conversations are confidential. I might ask your permission to record a session for my own credentialing or training purposes but would only proceed with your written permission.
  • If at any time you share information that involves the threat of harm to yourself or others, I will need to take actions that help to keep you and others safe.

"But Wait... There's More!"

  • Between sessions, if you have questions or updates, or want to bounce around an idea, you may contact me by phone or email. Please keep these contacts brief and to the point. I typically respond by the next business day.
  • As a client, you will be given access to articles, resources, and tools, some of which might be custom made for you. These resources will be yours to use as you please.
  • I can also connect you with other professionals at your request. All services with other professionals are contracted separately by you.

How To Get The Most From Your Coaching Session

  • Make your coaching sessions a priority. Come to each session with a specific agenda—a clear understanding of what you would like to take away from that session.
  • Do your own homework between sessions. Use what you learn. Complete what you agree to do. I promise I will work hard as your coach, but I will not work harder than you work.
  • Be open-minded. Try new approaches. Be willing to experiment. Many times we have to find what does not work in order to find what does. Some of the greatest innovators and inventors in history testify to this!

How We Meet For Sessions

  • Like many coaches, I prefer to meet for sessions by phone.
  • You initiate each session by calling your coach (Fr. David at 904-599-5812 or Rozanne at 904-599-6082).
  • Clients typically find using voice only is less distracting and less time consuming while encouraging attentive listening. Occasionally, if requested, Zoom can be utilized if you prefer.
  • If you call in for your session and it goes to voice mail, please call back after at least one minute, as I might be finishing up with another client.
  • Do not leave a voice message and wait for me to call you back for a scheduled session. I might not receive your message.
  • For Fr. David's clients: After payment is received please go to the Book a Session menu on the web site. This option is at the top of the Home Page and also at the bottom of every page on the web site. Choose the Client Only option and you will have access to available days and times to schedule sessions. It is your responsibility to schedule up to three sessions each month (30 day period). For Rozanne's clients: Schedule with your coach directly by email at rozanne@synergylife.coach
  • Sessions are 50 minutes.

Schedule Changes And Refunds

  • Please give our sessions high priority and arrange your schedule to honor our appointment. If you must reschedule, please give me 24-hour's notice. In any case, let me know as soon as you are able. I rarely reschedule no call/no shows nor do I offer refunds for missed appointments.
  • On the rare occasion an actual emergency arises for either of us, we will reschedule that session as quickly as possible.

Payment Information

  • The minimum retainer is for 30 days of service. This includes up to three sessions from the time payment is received through the following 30 days. Sessions do not exceed 50 minutes. It is your responsibility to schedule your sessions.
  • Retainer fees are due in advance. PayPal is the preferred payment method. Invoices are sent to your email. Through PayPal you may pay securely with a credit/debit card or directly from your bank. If you do not need an invoice, you may send payments using PayPal to david@synergylife.coach. If you pay by check, it must be received and cleared before your session. Receipts for payment by check must be requested since canceled checks are valid receipts.
  • Coaching fees may be tax deductible as a business expense. Consult your CPA or tax advisor. Medical insurance is not accepted or processed.

Client Acknowledgement

Please read, sign, and submit this form to reflect your agreement with Synergy Life Coaching, LLC.

I wish to retain David Rucker or Rozanne Rucker as my coach for an initial period of:

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