Coaching Intake Form

Congratulations on taking the step of working with a coach.

Please complete the Intake Form for Coaching with Eric Walters, send back to through this email, pay for first session or 4 sessions, which has a discount and take the CVI assessment on my coaching page.

The coaching relationship is 100% – 100%, meaning that both the client and coach bring their full selves, their honesty, attention and commitment to coaching – so that it can be as effective as possible for you.

The packet (linked below) is our foundation for getting started. You’ll find three documents here:

There is also an assessment to take-CVI.

  1. Foundation Questions: Please complete the Foundation Questions and send them to me a few days prior to our first session. Your answers provide me with helpful background information, but their more important role is to help you clarify and discover information about yourself. Please set aside at least one hour to work on these questions, and give your self some time to simmer on them and come back to them over several days.
  2. Coaching Agreement: Please read, sign (or electronically initial) and return the Coaching Agreement before our session. This covers the logistics of the coaching relationship.
  3. Also included here is a coaching call preparation worksheet. If you would like, you can use these to prepare for our sessions.
  4. Core Values Index (CVI) needs to be taken before our first meeting. Cost is $50 for the CVI. Go to and go to the take the CVI button pay and take the assessment.

Feel free to call or email if you have any questions about any of the materials. I look forward to our work together.

Eric Walters
Click here to download the form!  Please bring the completed form to your appointment.