Corporate Client Onboarding Form

Hello beautiful soul,

So our journey begins…

To support making the most of our time together, please review and fill out the following materials (please type your answers in this form) at least two days prior to our first session together.

Allow yourself to take the time to fully answer each question. Be sure to answer each question from this new up-leveled version of YOU. Honesty is the KEY – not even for me, but for you to create the quantum shifts you desire.

Celinne Da Costa

Questions - please complete this form

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The Basics

Name*

First Name Last Name

Address*

Best Phone Number*

Email*

Timezone*

Instagram Handle*

Emergency Contact / Assistant's Number*

When is your birthday?*

DD slash MM slash YYYY

Your Meyer’s Briggs, Human Design, Astrology signs, or anything else you’d like me to know about your personality type!*

Take your time in answering the following questions. Keep a copy for yourself, and always know – what is shared here, is shared for us to use in support of your growth. Nothing will go beyond our conversations without complete agreement from us both.

Describe your job role.*

What is the transformation you provide in your work*

What is your WHY? (the real one - not the elevator pitch or scripted response you give but really WHY are you here.)*

What do you love most about your work?*

What do you love least about running your work?*

What are your current top 3 biggest challenges at work and why?*

What projects are you focusing on in the next 6 months?*

Describe in detail what a fulfilling, successful, and ideal career looks like to you.*

Describe the current status of your career – what it actually looks like, and how you feel about it. If there is a disconnect from your ideal career, what do you believe it is?*

List 3 short-term goals you would like to work on with measurable results for each over the next 30 days (Hint: keep these simple and doable, with an eye to what needs attention RIGHT NOW!)*

List 3-6 more goals you would like to work on over the next 6 months with measurable results for each. (Hint: this is the time to stretch yourself!)*

What would you like your career to be like 12 months from now? (take a few minutes here and DREAM – imagine it has already happened and write it as though we are looking back over the past 12 months and everything happened exactly as you wished)*

And in 2 years?*

What challenges at work have you overcome?*

What personal challenges have you overcome?*

What kind of personal development & self-actualization work have you done so far to improve your circumstances? Mark your list with the following labels: What worked WELL? What DIDN’T work? What is working NOW? What did you LOVE the best? What brought in the BEST results?*

What do you think is holding you back or has slowed your progress up to now (resources, understanding/knowledge of new tools, friends, family, mentors, inner mindset)?*

If you could change ONE thing in your career right now, what would it be?*(Hint – don’t overthink on this one – go with the first thing that pops into your mind.)*

What is the biggest opportunity/resource that you’re not taking advantage of?*

What are the negative things you typically tell yourself about creating the life you truly desire? (Make a list, please.)*

What do you desire as your transformation for the next 3 months:*

What will you enjoy most about collaborating on during our time together?*

What do you want me to watch out for during our connection? (*this is a space for you to share your known self-sabotaging pitfalls)*

Results come from taking radical responsibility for yourself and doing the work. Simply signing up to work together is no guarantee that you will achieve results. Are you ready and willing to make the changes necessary to achieve your goals?*

How do you want me to support you if I notice that you are falling off track? (I’m always loving… don’t worry!)*

What is the most empowering and helpful thing I can do for you during our time together?*

Do I have permission to lovingly call you on using excuses, avoiding, or resisting recommendations if I see it happening?*

YES

Amazing! You are all done and have completed the first step towards your journey of transformation! I can’t wait for us to get started.

A note about me: I work best with those who are committed to this process and willing to step out of their comfort zone to evolve, rather than those who doubt, resist, or allow fear to keep them stuck. What it comes down to is: I truly want the best results for you out of our work together.

Sometimes throughout our written communication, you may share a powerful breakthrough or result that I’d love to screenshot and share with my audience. This is with the intention of celebrating your wins, and inspire other people to see what’s possible when they commit to this transformational work. Is this okay with you?*

Yes, and you can tag me or mention my name!

Yes, please keep me anonymous.

No, I'm not comfortable with this.

I will NOT share any sensitive, private, or revealing information and you always have the option to request that I do not share.

I'm curious... how did you hear about me?*

Recommended by friend or colleague

Search engine (Google etc.)

Celinne's podcast

Guest on podcast

PR Feature Article

Instagram

Facebook

Social media advertisement

Other

Please specify how you heard about me.*

Have you listened to my podcast, "It's Not What You Think"?*

Yes

Comments

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