New Client Checklist

COMPLETE BEFORE SESSION

Member Clients should complete the following forms before the first session with I AM Legend Coach. These forms are filled with questions that cause thought and will help the client focus and get onboard for the anticipated session.

Before Getting Started

IMPORTANT TASK BY DATE

Select today's date

Choose a payment option and remit your payment.

Carefully read and sign coaching contract.

Book your coaching calls.

Fill out your goal sheet.

Complete one task towards your goal.

Daily Task

Take note of any key findings

Daily Task

Review your goal sheet.

Weekly Task

Track your progress

Weekly Task

Conduct a weekly review in your notebook.

Weekly Task

Review your weekly notes and choose a focus area

One day prior to call

Fill out call questionnaire.

One day prior to call

Set a call reminder.

One day prior to call

Review notes and action items from call.

After each call

Add any additional action steps to your goal sheet.

After each call

Reach out with questions

After each call