Client Intake & Coaching Preparation Form

Completing this form prior to your first meeting helps optimize your results and our time together.

Certified Enneagram Coach | Dr. Clive E. Neil

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1. Client Information

Full Name *

Date *

Phone *

Email *

Organization

Role / Title

Time Zone

Years in Role

Team / Org Size

How did you hear about us?

Preferred Contact Method

Phone Email Text Video Call (Zoom, etc.)

Best Times to Reach You

2. Tell Us About You

A. Why did you contact Loss & Recovery Coaching?

B. What do you believe Dr. Neil can help you with?

C. Briefly describe your organization (if applicable)

D. Have you previously worked with a coach?

E. Have you studied the Enneagram before?

No — this is my first exposure. Some familiarity — I've read or heard about it. Moderate experience — I've taken a test and explored my type. Extensive experience — I've studied it deeply and apply it regularly.

3. About the Enneagram

What is the Enneagram?

The Enneagram is a system based on nine styles of personality rooted in the character of God and Christian history. It is similar to Myers-Briggs but can be taught from a Biblical perspective.

How is the Enneagram helpful?

It is beneficial in building stronger leadership teams and overall relationships. The Enneagram helps us discover how we are uniquely made in the image of God.

How is the Enneagram used as a tool for transformation?

Personal transformation happens as we are gradually set free from living out of our false selves so we can be the person we were created to be.

4. Step 1 — Take the Enneagram Test

Please take the free Enneagram test before your coaching session at www.lossandrecoverycoach.com.

I have completed the Enneagram test. I will bring a copy of my results to the session.

Primary Type

Wing

Secondary Strengths

5. Step 2 — Coaching Preparation Questions

A. Top 5 things that need to change in the next 60–90 days

B. What do you want to ensure you get from coaching?

C. What do you want to work on?

D. What do you most need help accomplishing?

E. What one or two steps could you take immediately to make the greatest difference?

F. What can I say to you when you are most "stuck" that will return you to action?

G. Tips to manage you most effectively as a coaching client

6. Self-Awareness

A. Top 3 Strengths

B. Top 3 Growth Areas or Blind Spots

C. When you are at your best, what does that look like?

D. When under stress, how do you typically respond?

E. Who would describe you most accurately, and what would they say?

7. Goals & Measuring Success

A. What would have to be true 90 days from now for this coaching to be one of the best decisions you've made?

B. What does success look like at the end of our coaching relationship?

C. How will you know coaching has been worth the investment?

D. Preferred Coaching Timeframe

3 months 6 months 12 months Ongoing / open-ended

E. Preferred Session Frequency

Weekly Bi-weekly (every two weeks) Monthly Other

By submitting this form, I confirm that the information provided is accurate and that I am committed to participating fully in the coaching process.

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