Introductory call: the coaching approach

Typically, the coaching process starts with an introductory call – somewhat like a meet & greet.

The introductory call:

Usually on Zoom, the call allows you to be:

  1. introduced to the coaching approach,
  2. supported in clarifying your current situation and what you want to achieve, and
  3. encouraged to take some specific actions to move you forward.

You will also get the opportunity to ask any questions you have about the coaching process should you wish to do more.

This call takes place, irrespective of which one of the services you are interested in pursuing initially.

introductory call, Beth Gray, coach, coaching packages, phone call, Zoom, Skype, online, purpose, expectations, value, fitIf you previously had a session with Beth and want to enter one of the Coaching Programs, you might set up a new introductory call to enter that program (if it is radically different from what you have done previously).

Client intake process:

1. Complete the online questionnaire: Taking Stock of your Life.

2. Hop on an Introductory Call – 30 minutes.
3. Review the Coaching Terms & Conditions.

4. Sign the Coaching Contract.
5. Make your payment via PayPal or Stripe.

6. Set up your appointment(s), up to a maximum of 6.
Free online questionnaire:
I hope you’ve taken advantage already of the questionnaire: “Taking Stock of Your Life“!  If not, I’m going to recommend that you do it before you we have our Introductory call – because some of the questions that I will ask presuppose you’ve done a little work prior to our call. Alternatively, if you are pushed for time, do the short version of the Life Wheel.

Complete your details (name & email) and press submit in order to download the Taking Stock of Your Life in PDF format - TakeStockPDF


My appointment

Details I need for the Coaching Contract:

This is the information that I need to complete your Coaching Contract

Have you completed questionnaire "Taking Stock of your Life" & had your Introductory Call?
What type of coaching service?
How will you be paying?
What date do you expect the contract to start by?
Your full name
Your address: Street, City, State/Province, Zip Code, Country
Phone number(s)

To be completed in the coaching contract, but start thinking about this now: 

The results/outcomes/goals that the Client has established are:

Thank you for taking the time to answer these questions so I can prepare and email to you the Coaching Contract.
Please set up a date & time for the Introductory Call. Once we've completed the above steps, you can go ahead and pay for the Coaching via PayPal, Stripe or sending me the funds directly to my account.


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Do you need more information regarding the packages and prices I offer?