
Client Information
- Name: ___________________________
- Email Address: ___________________
- Preferred Contact Method: ☐ Email ☐ Phone
Reason for Contacting Coach
What topics or questions would you like to discuss with your coach?
(Please be as detailed as possible.)
- Topic/Question 1:
- Topic/Question 2:
- Topic/Question 3:
What specific details do you want your coach to consider?
(Include any relevant information such as diet information request, exercise question, stress level issue, or recent changes in your lifestyle which might require a pivot.)
- Detail 1:
- Detail 2:
- Detail 3:
Goals and Expectations
What are your goals or desired outcomes from this conversation?
(Consider what you hope to achieve by contacting your coach. Each email and phone call costs money and is an investment in your health baseline. What investment are you making?)
- __________________________________________________
- __________________________________________________
- __________________________________________________
Scheduling Preferences
If you prefer a phone conversation, please indicate your availability:
- Best Day: _______________________________
- Best Times: _______________________________
Additional Notes
Is there anything else you’d like your coach to know before the conversation?
Once you’ve filled out this information, you can easily formulate an email to your Health Storey coach, including the key points outlined here. By filling out this information, you will ensure a productive conversation, whether via email or phone with your Health Storey Coach.
Sample Email Template to Use
Coach Email Address: Emmy @ health-storey (dot) com
Subject: Preparation for Discussion with Health Storey Coach
Dear Coach Emmy,
I hope this message finds you well! I’d like to discuss some topics related to my health journey and have outlined my questions and additional details below.
Questions/Topics:
- [Your Topic/Question 1]
- [Your Topic/Question 2]
- [Your Topic/Question 3]
Additional Information:
- [Relevant Detail 1]
- [Relevant Detail 2]
- [Relevant Detail 3]
Goals:
- [Your Goal 1]
- [Your Goal 2]
- [Your Goal 3]
I would like a phone conversation. I would like an email exchange. For phone conversations I’m available on [Day] at [Time Block].
Thank you! I look forward to your reply.
Best regards,
[Your Name]
