New clients

Welcome. Let's get you set up.

Everything you need before our first session is here. Start with the welcome packet, then complete the online forms. What you share is kept confidential and used only to prepare for our work together.

Step 1

Read your welcome packet.

Client welcome packet

How we'll work together, what to expect, your first steps, and the coaching agreement. Download it to read or print.

Download the PDF

Step 2

Complete your forms online.

01

Client intake & health history

Your goals, health background, and a few questions so I can get to know you. About 15 minutes.

Open form →

02

Wheel of life

Rate nine areas of your well-being from 1 to 10. Takes about 3 minutes.

Open form →

03

Values survey

Choose the five values that matter most to you right now. About 5 minutes.

Open form →

04

Coaching agreement

Read the agreement in your packet, then confirm it here with your typed name.

Open form →

05

Goal & progress check-in

Use this once we're underway to track goals and what's changing. Come back to it often.

Open form →

Prefer paper?

That works too.

Print or fill in the PDF, then email a photo or scan to Mattd@growthsteadhealth.com. Questions about any of it? Just ask.

Ready to build momentum?

Let's go Prefer email? Reach out directly →