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Client Intake Form

Home Client Intake Form

Client Intake Form

This form is for new clients and must be completed prior to your first appointment.

  • Your Personal Information

  • When is the best time for us to reach you via telephone?
  • What do you need help with?

  • Please tell us what hours you are available for coaching between Tuesday and Thursday.
    TuesdayWednesdayThursday
  • Previous Training (optional)

  • please list your previous business coaching, the dates you engaged in services and the outcome of your training.
    CoachDatesCompany 
  • More About You

  • Accepted file types: pdf, doc, docx, Max. file size: 100 MB.
    upload your cv in .pdf, .doc or .docx format
  • The Legal Stuff

  • Terms and Conditions

    By agreeing to our terms, I certify that all of the information contained in this application is true and complete. I understand that any misrepresentations or false information that I provide, either in this services application or at any other time during the application and coaching process, may result in the disqualification of my application for services or, if I engage in services, in the immediate termination of services at any point in the future.

    I understand and agree that this application for services does not guarantee services on any terms. I further understand and agree that, if I undertake services, it will be on a strictly at-will basis, meaning that just as I am free to terminate services at any time, The Rising Effect has the right to terminate my services at any time, with or without cause or prior notice. No implied oral or written agreements contrary to this at-will services basis are valid unless they are in writing and signed by the President of The Rising Effect.

    I understand that The Rising Effect may seek to verify any or all information listed above or otherwise provided by me during the application process. I hereby expressly authorize The Rising Effect to verify that information, without further notice to or consent by me, and I authorize prior employers and others from whom such verification is sought to release relevant information about me. I further authorize The Rising Effect to investigate all references and secure additional information about me.

    I hereby release from liability The Rising Effect and its representatives for seeking such information and all other persons, corporations or organizations for furnishing such information.

Get a 60 minute consultation, a $295 value, for free.
Company Presentation
Company Presentation
Rising Effect really helped us achieve our financial goals. Effective planning along with fantastic understanding has ensured that our financial standing is stable.
Amanda HynesOwner of Parallel Consulting

The Rising Effect

Elevating family-owned small businesses and partnerships to create profitable growth, personal harmony, and a lasting legacy.

Schedule a complimentary consultation today and transform your business!
Call (520) 271-7918 now!

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