Client Data Sheet
Complete the following data sheet.
Date prepared:
Name:
Company:
Address:
City and state:
Zip/postal code:
Day phone:
Evening phone:
Voice mail:
E-mail address:
Fax number:
Date of birth:
Occupation:
Nature of business/position:
Referred by:
Initial term month(s):
Start date:
Renewal date:
Rate: $________________ per _______________
Additional time: $______________ per _______________
Bonus agreement:
Payment due on ___________ of month
Call day and time: M T W Th F Sa Su ______ P M C E time for _____ minutes
Call instructions:
Ground rules:
1. Client calls and pays in advance.
2. Coach has permission to be direct, though unconditionally constructive.
Other terms:
Above agreed to on:
Client signature:
Coach signature:
Copyright © 2005 by Coach U. Inc. www.coachu.com.
latinoss