Personal Coach Customer Profile

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I. Client Information

Full Name:	[Customer's Name]
Age	[Customer's Age]
Gender:	[Customer's Gender]
Phone:	[Customer's Phone Number]
Email:	[Customer's Email Number]
Address:	[Customer's Address]

II. Background

• Education: Bachelor's Degree in Business Administration

• Profession: Marketing Manager at [Company Name]

• Family Situation: Married with two children

• Health Status: Good overall, but struggles with work-life balance and stress management

III. Goals and Aspirations

• Short-Term Goals: Improve time management skills, and achieve a better work-life balance

• Long-Term Goals: Advance to a senior management position, start a side business

• Personal Development Objectives: Enhance leadership skills, develop a healthier lifestyle routine

IV. Challenges and Obstacles

• Current Challenges: Juggling career demands with family responsibilities, feeling overwhelmed by workload

• Past Obstacles: Overcoming imposter syndrome, managing career transitions

• Areas Needing Improvement: Assertiveness in professional settings, setting boundaries

V. Preferences and Interests

• Hobbies: Yoga, hiking, reading

• Interests: Personal development, entrepreneurship

• Preferred Learning Style: Visual and hands-on experiences

VI. Personality Traits

• Strengths: Detail-oriented, creative problem solver, empathetic

• Weaknesses: Tendency to overcommit, perfectionist tendencies

• Communication Style: Open and direct, but sometimes avoids confrontation

VII. Motivations

• What Drives the Client: Desire to create a fulfilling career and balanced lifestyle, provide for her family, leave a positive impact

• Key Motivational Factors: Recognition for achievements, opportunities for growth and advancement

VIII. Coaching Preferences

• Frequency of Sessions: Weekly or bi-weekly

• Preferred Coaching Methods: One-on-one coaching sessions, goal-setting exercises, accountability check-ins

• Expectations from the Coach: Supportive guidance, honest feedback, practical strategies for achieving goals

IX. Previous Coaching Experience

• Past Coaching Experiences: Participated in leadership development workshops, received mentorship from senior colleagues

• Successes and Failures: Successfully managed a team through a challenging project, struggled with time management during peak work periods

X. Additional Notes

• [Customer's Name] is highly motivated to make positive changes in her life and career but may need gentle encouragement to step out of her comfort zone.

• She responds well to structured frameworks and appreciates clear action plans to follow.

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