Page 1 of 1

Client Inquiry & Coach Matching Questionnaire

Let's Find the Right Fit

You don't need to know exactly what you're looking for before you come to POSY.

Sometimes you know something needs to change, but you aren't sure what kind of support would help. Sometimes you know exactly what you want and simply need the right person to help you get there.

Either way, you're in the right place.

These questions help us understand what you're looking for and what kind of coaching or consulting relationship might work best for you, so we can help connect you with the right person.

There are no right or wrong answers.

About You

Full Name

Email

Phone Number

City / Province

Were you referred to POSY by someone?

Yes

If yes, who referred you?

What Brings You to POSY?

Tell us a little about what's happening, what you're navigating, or what you'd like support with.

What would you most like to change, improve, work through or accomplish?

If working with a coach or a consultant went really well, what would be different for you 6–12 months from now?

What Kind of Support Are You Looking For?

Do you already know what type of support you're looking for?

Select all that interest you.

What Kind of Coach Are You Looking For?

Imagine your ideal coaching/consulting relationship.

There is no right answer. Choose the qualities that sound most helpful to you.

How Do You Want Your Coach to Show Up?

Which of these sounds most like what you need right now?

I need someone to...

If something else, please share with us what that is...

How Do You Like to Communicate?

When you're working through something difficult, what tends to help you most?

How much challenge are you comfortable with from your coach?

I prefer gentle encouragement.

I appreciate some challenge, when appropriate.

I want someone who will push me.

I want someone who will be very direct with me.

It depends on the situation.

How much structure do you prefer?

I like a clear structure and plan.

I like some structure but room to adapt.

I prefer a more natural conversation.

I don't know yet.

What Matters Most in the Relationship?

What are the top three qualities you want your coach/consultant to have?

If other, please share

Is there anything about a coach's/consultant's personality, communication style or approach that you know would NOT work well for you?

Finding Your Match

Have you worked with a coach or consultant before?

Yes

If yes, what worked well for you?

What didn't work well for you?

Do you have a preference for a coach/consultant based on professional background, industry experience, lived experience or another factor?

Is there anything else that would help us understand the kind of person you would connect well with?

Getting Started

How soon are you hoping to get started?

As soon as possible

Within the next month

Within 1–3 months

I'm just exploring right now

What type of format are you looking for?

Virtual

In person

Either

Is there anything else you'd like us to know?

What Happens Next?

Thank you for taking the time to share a little about yourself and what you're looking for.

We'll review what you've shared and use it to help determine the type of support and coach that may be the best fit for you. You can expect to hear from us within 1–3 business days to discuss next steps.

You don't have to figure this out on your own. That's part of what POSY is here to help with.

POSY Coaching & Consulting