Getting Started Checklist

I so look forward to working with you!

Thank you for taking the first step. I’m sending along your checklist for getting started with your 1:1 Leading True Coaching Package.

If you have any questions or comments, please let me know or email my assistant Susan at and we will get back to you as soon as possible.

Your Getting Started Checklist

(Printable version of this checklist can be found by clicking here.)

  1. Schedule your first coaching session and sessions for the month. Calendar link is
    located on the website and on my email. Use the dropdown menu to choose length of
    session and where it will take place – in office, by phone or by zoom videoconference.
  2. Put the dates on your scheduler. Use the calendar link to reschedule or cancel a
  3. If we will be doing Zoom calls, do a test run to see if your connection works and to
    familiarize yourself with the platform. I will send an invitation to join me just before
    your scheduled time. You can get the Zoom application here and will need to launch it
    for each call.
  4. I have three short forms that I would like you to review, complete and return prior to your first session. Please start with this one and after you submit it, you’ll be provided the link to the next one. Or you can use these links below:
  5. Join the Leading True newsletter community to receive monthly inspiration and
    resources that complement our work together and inform you about special events and
  6. Connect with me on social media. I’m on Twitter, Facebook and LinkedIn.
  7. Put on your adventurer’s cap. Glad to be guiding you on your journey.

To Success Your Way,