CLIENT INTAKE

GETTING TO KNOW YOU!

YOU MUST HIT THE SUBMIT BUTTON AT THE END

OK, here is the thing. In order for us to work together effectively, I need to gather a bit of information on you and where you are at in your career mindset and journey. The best way to do that is to have you answer the below questions so we can jump right in and get you on the path to your new career, next job or promotion.

Please answer these questions as honestly and thoughtfully as possible. Take your time and read through this page before starting. There are no right or wrong answers.

Let the journey begin!

All information is confidential

* Indicates required field

Name *

Phone Number *

Date: *

Email *

Where you are at TODAY?

On a scale of 1 to 10 (1 being as bad as it could be and 10 being fully achieved/happy) grade each of the categories below as they are for you today. Example: If you are fully satisfied with the amount of time, energy, attention you are paying towards your "Wealth/Savings" put a 10 in the box below "Wealth/Savings".

If there is a category that is not applicable, place an NA in the box below it. For example: you may have no desire to do “Meditation” so write in NA in the box below that category. Remember, this is to measure how you feel NOW.

FILL OUT THE BELOW ON A SCALE OF 1-10 (10 BEING THE HIGHEST) OR "NA" IF IT DOESN'T APPLY

HEALTH *

FUN/SOCIAL *

FRIENDS *

ORGANIZATION SKILLS *

WEALTH/SAVINGS *

SALARY *

SIGNIFICANT OTHER *

GOAL SETTING *

DIET *

FITNESS *

CAREER/JOB *

FAMILY *

MEDITATION/RELAXATION *

COLLEAGUES *

GIVING BACK/CHARITY *

SPIRITUALITY *

UP END MY CAREER?!? MY LIFE?!?

Studies have found that individuals will change careers on average 7 times more in their lifetime, compared to only a couple of decades ago – and this rate is rising. There is more choice available to us – especially for those with talent, drive and ambition. So – do you want to look for a new and the right career? Do you want to lay the groundwork today for a future career? Or do you sense that your company is downsizing or re-structuring? Well...this ALL can be challenging, difficult, lonely, and sometimes stressful time. I am here to help you every step along this path but ultimately the real work is on you. There might be a lot to do – but you are not alone and you CAN do it. That said, take time in considering, and answering, the following questions:

#1) Do you have a clear understanding of your monthly and yearly financial needs? Do you have a 5 and 10 year financial plan? Do you have a retirement plan in place? If you don't already have one, are you creating a realistic budget and know what financial challenges (college tuition for your children, retirement, etc) and windfalls (pension, inheritance, etc) lie ahead. *

#2) Do you have clarity on what you want to do but just don't know how to do it? Without real clarity about what you want to do or how to get it, achieving any sense of fulfilment or being in control of your future will be very difficult. Therefore it is really important to work on getting clear about what your central goal is and how to achieve it. *

#3) Create an action plan. Simply knowing what you want will not ensure that you get it. You need to be clear about your plan of action and how to carry out what you have specifically designed for yourself. Part of the process is that we will set clear achievable steps and outline it so that it is broken down into steps that you can work through towards that bigger goal. *

#4) Connections. Are you prepared to network and harness your connections effectively? This does not mean bombarding people you do not know with emails or adding everyone you can find to LinkedIn. Real networking is about getting to know people. Are you ready to work on identifying and getting to know those who can help you along your way? *

#5) What are you really good at doing in your current job? Past jobs? *

#6) What are you naturally inclined to do or be better at? *

#7) What part(s) of your job do you dislike doing? *

#8) If you could have any job, what would it be (and please be realistic in your answer. For example please don't put: "I want to be an astronaut!")? *

#9) What do you want to do more of in your career and what do you want to do less of? *

#10 What is the boldest thing you have ever done and the safest thing you have ever done (either personally or professionally)? *

#11) Would you re-locate for a job? *

If you answered YES, you would relocate, are there specific places you would consider, and are there places you would never consider, relocating to? *

#12) What does a successful career look like to you today? *

i can't do that because...

One of the many factors we will be talking about is why you are stuck and what is keeping you in a holding pattern when trying to moving forward.

Some people call them REASONS, I like to call them out for what they are, EXCUSES. We all have them (count me in!) and we all hold them up to ourselves and others when something gets hard to do or is too hard to think about doing.

I always imagine jars of excuses on a shelf, that you can pull down to look at and then show yourself and the world why you can't accomplish something. STOP IT. It doesn't help your life or career move forward.
Remember...LIFE IS 10% OF WHAT HAPPENS TO YOU AND 90% OF HOW YOU REACT TO IT.

That said BE HONEST and list the three excuses that you use which are holding you back in work and/or life.

EXCUSE #1 *

EXCUSE #2 *

EXCUSE #3 *

ARE YOU ON A ROLL?!? DO YOU HAVE ANY ADDITIONAL EXCUSES THAT YOU WANT TO NOTE? IF SO, HERE IS YOUR CHANCE. *

expectations

It is REALLY important that we are both on the same page as it relates to your goals and how to achieve them, who is responsible for achieving them and how long it will take to achieve them. That said, STEP ONE is filling out the below.

What is your minimum requirement/outcome from my career advising that will make you think it was a worthwhile investment of time and resources? *

What is your dream outcome? What is the thing (or things) that if you achieved would have you thinking hiring a career advisor was one of the best decisions you ever made? *

Please tell me things you think are likely to motivate and/or de-motivate you.

MOTIVATE: *

DE-MOTIVATE: *

In an ideal world, what would you really like to achieve in your life that you have maybe given up on or think is out of reach? Please take your time in answering and provide as much detail as possible. *

DON'T FORGET TO HIT THE SUBMIT BUTTON BELOW!
THANK YOU.

~Annie

Submit

CLIENT INFORMATION

Where you are at TODAY?

UP END MY CAREER?!? MY LIFE?!?

i can't do that because...

expectations