Coaching Intake Form

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We invite you to start our coaching process!

It will be easier to complete this form ON YOUR COMPUTER rather than your on phone. 

Our 4-STEP APPROACH makes coaching a breeze…

DIAGRAM 1_V2 _ it's that easy

For your convenience, our Coaching Intake Form will walk you through the above process in 7 simplified steps…

1. Record and Save your Presentation

If you already recorded a presentation:

Save your presentation file under the following Video ID name format:

Your first and last name plus the last 4 digits of your phone number, plus today’s date (e.g. John Smith  3573  2020-06-23). Remember or write down your Video ID name. You will have to use it later in the intake process.

Then go directly to Step 2 below. 

If you have not yet recorded your presentation:

You will have to record your presentation before completing this Coaching Intake Form.

Please note that the internet is never 100% secure. Therefore, we encourage you NOT to upload presentations that contain confidential or sensitive material/information. 

In most cases, you will be recording a rehearsal for an upcoming presentation. For your convenience, you can click on the brown buttons below to access recording tips for various rehearsal scenarios…

I am rehearsing for a presentation to be delivered IN PERSON TO A PHYSICAL AUDIENCE

(e.g. an on-stage presentation to a live audience)
recording tips for the video you will send us

I am rehearsing for a presentation to be delivered IN PERSON AT A MEETING TO A PHYSICAL/SCREEN AUDIENCE

(e.g. a video-conference with physical and screen attendees)
recording tips for the video you will send us

I am rehearsing for a presentation to be delivered BY WEBCAM OR SMARTPHONE TO A SCREEN AUDIENCE

(e.g. a video-conference through Zoom or Skype)
recording tips for the video you will send us

I am rehearsing for a presentation to be delivered TO A CAMERA OR WEBCAM FOR FUTURE ONLINE VIEWING

(e.g. a YouTube video)
recording tips for the video you will send us

If possible, we suggest that you record yourself rehearsing THE FULL FLOW of your presentation, including:

  1. 1. Your Opening
  2. 2. Your Main Body of your presentation
  3. 3. Your Close
  4. 4. If applicable, a rehearsed Question & Answer period (consider having someone ask you some anticipated questions)

You will later be able to designate segments of your video for our review.

Save your Video after Recording

SAVE ON A COMPUTER: Our preferred option is for you to transfer and save your recorded video onto your computer. 

Name the saved video file using our Video ID name format: your first and last name plus the last 4 digits of your phone number, plus today’s date (e.g. John Smith  3573  2020-06-23). Remember or write down your Video ID. You will have to use it later in the intake process.

SAVE ON A PHONE: If you recorded on a smartphone, your video will automatically be saved on your phone. 

Note that your phone may not allow you to re-name the video file in our Video ID name format. You can re-name the file later during the upload process.  

We understand that you may have to leave this page to record and save your presentation. You can return here at a later time to continue with Step 2 below. 

2. Upload your Recorded Video

Click on the above bar if you are working solely from your computer (this is our suggested approach)

1. If you haven’t already done so, transfer your recorded video file to your computer and name your file with your Video ID (e.g. John Smith  3573  2020-06-23).

2. Scroll down this page a bit and click the “Upload Your Video” button. 

3. You will be taken to a DropBox page. Follow the directions to upload your video file.  

4. Then click the “Upload” button in the DropBox window. After your video finishes uploading, exit the DropBox page. You will then be back at this page where you can continue with the form.

Click on the above bar if you saved your video on your phone but not on your computer

1. Stay on your computer and simultaneously open our website on your phone.

2. On your phone, navigate to this form page. Scroll down a bit and click the “Upload Your Video” button.

3. You will be taken to a DropBox page. Follow the directions to add your file.

4. At one point you will be asked to type your name into a box. Type your name in your Video ID format (e.g. John Smith  3573  2020-06-23).

5. Then click the “Upload” button in the DropBox window. 

6. After your video finishes uploading from your phone, you can go back to your computer and finish completing the Intake Form from there. 

Click on the above bar if you recorded on your phone and are now rushed for time or do not have access to a computer

1. Scroll down the page a bit to the bottom of this section and click the “Upload Your Video” button.

2. You will be taken to a DropBox page. Follow the directions to add your file.

3. At one point you will be asked to type your name into a box. Type your name in your Video ID format (e.g. John Smith  3573  2020-06-23).

4. Then click the “Upload” button in the DropBox window. 

5. After your video finishes uploading, leave the Dropbox page by clicking the return arrow on your phone screen (Avoid clicking the “X” to exit the DropBox page. This may bump you out of our webpage and you will have to navigate back to our form to continue with Step 3 below).

CONFIDENTIALITY NOTICE: The internet is never 100% secure. We suggest that you NOT upload presentations that contain confidential or sensitive material/information. 

After your video is uploaded... 

Give yourself at least 10 minutes to complete the rest of this form. If you leave this site during the intake process, your data will not be saved and you will have to start again at Step 3 when you return to our site.

To further reduce the risk of data loss, we suggest completing the remainder of this form on your computer's browser rather than on your phone.  

3. Enter your Video ID

Enter Your Video ID

In the box below, enter the Video ID you created earlier (your first and last name plus the last 4 digits of your phone number, plus today’s date) 

example:  John Smith  3573  2020-06-23

4. Enter Your Contact Information

Only new clients are required to fill in the fields below:

Only returning clients are required to fill in the fields below:

Contact Information
Contact Information

5. Complete a Brief Questionnaire

By filling out this questionnaire, you will help us customize our coaching to meet your specific needs.

You may skip a question…

If it does not apply to you;

If you do not know the answer; or

If you feel uncomfortable sharing the information.

 

Information About Your Presentation

Please let us know the nature of your uploaded presentation by checking the appropriate responses below :

Information About You

NOTE: Returning clients can skip this section if their personal information has not changed. 

Your Personal Goals for Presentation Coaching
Check the level of importance for each listed goal below:
 
1 = Not Important
2 = Somewhat Important
3 = Important
4 = Very Important
5 = Extremely Important
 
For Presenters whose first language is not English
The four questions below are for presenters who deliver their presentations in English as a second language. You can skip this part if it does not apply to you. 
 

Additional Information

Click on the Submit Form button below to send us the information in this form. Note that you have NO obligation to accept our coaching by submitting this information.

You will then automatically be taken to Steps 6 and 7 where you can Calculate your Video Times and Coaching Fee [this may take a few seconds]. You will also have the option to Segment your video so that you can save money. 

If you currently do not have time to complete Steps 6 and 7…

1. Press the Submit Form button below to save your entry data and then exit our site.

2. When you are ready to complete the calculations in steps 6 and 7, return to this page by clicking on the link we sent to your email. Then, when you are back at this page, click here to go to steps 6 and 7.   

  • In this type of rehearsal you will be standing (and sometimes sitting) in the same position as you would for your actual presentation.
  • When you present, imagine that your audience is in front of you so that you can make eye contact with different parts of the room.

Specific recording tips are provided below…

Quiet Environment

Find a QUIET ENVIRONMENT where you won’t be disturbed. Ideally, try to record your rehearsal at the venue where you will be presenting.

Good Lighting

Ensure you have SUFFICIENT LIGHTING.

Proper Attire

Ideally, wear the SAME CLOTHES AND ACCESSORIES that you will wear for your actual presentation.  

Lectern

If you will be using a LECTERN at your actual presentation, try to use one during your rehearsal. You can use a raised table or music stand as a substitute.

Tripod

If you are recording your rehearsal with a camera or smartphone, we suggest using a TRIPOD to stabilize your recording.

Slide
Show

If you will be incorporating a SLIDE SHOW into your presentation, try to record your rehearsal using that same slide show. For most people, the slide show will be projected onto a screen beside or behind them. Do your best to set up your slide show projector so that your camera will record both you and the screen.

Phone Orientation 
When using a smartphone to record your rehearsal, try to turn your phone 90 degrees sideways to record in ‘LANDSCAPE VIEW’ ( ). If you record vertically in ‘PORTRAIT” VIEW’ (), then you will limit the screen space in the recording.

Seek an Assistant

Ideally, ASK SOMEONE TO RECORD YOU. This is especially practical if you will be moving around rather than standing in one spot.

Record Yourself

If you cannot find an assistant, RECORD YOURSELF. Set up the camera, set your recording on a timer, and then move back to your standing position to begin your presentation.

Proper Distance

Ensure the recording device is close enough so that your VOICE IS RECORDED CLEARLY, yet far enough away to visually CAPTURE YOUR FULL BODY MOVEMENTS and your SLIDE SHOW (if you are using one).

For additional tips on presenting effectively to an audience, we suggest you review our GUIDE and ACCELERATOR KIT which can be purchased on our website.

Upon receiving your payment for coaching (minimum of $50), we will send you a 75% DISCOUNT CODE.

Upon receiving your payment for coaching, we will also send you a link to download our FEAR-BUSTING VIDEO TIPS for FREE. These nuggets of advice will boost your presence, image and confidence when presenting in front of a camera or webcam.  

  • In this type of rehearsal you will most likely be sitting at a table.
  • You can record your rehearsal with a camera or smartphone on a tripod set in the same position as the camera at your actual meeting.
  • Alternatively, it may be more practical to record your rehearsal while directly facing your camera or smartphone.

Specific recording tips are provided below…

Quiet Environment

Find a QUIET ENVIRONMENT where you won’t be disturbed.

Good Lighting

Ensure you have SUFFICIENT LIGHTING.

Proper Attire

Ideally, wear the SAME CLOTHES AND ACCESSORIES that you will wear for your actual presentation.  

Tripod

If you are recording your rehearsal with a camera or smartphone, we suggest using a TRIPOD to stabilize your recording. A small phone tripod works well if your phone is positioned on a desk.

Slide
Show

If you will be incorporating a SLIDE SHOW into your presentation, try to record your rehearsal using that same slide show. If your slide show is projected onto a screen behind you or beside you, set up the camera so that you capture both yourself and the projected image. If your slideshow is presented on a computer screen that is shared with others, it may be difficult to record a rehearsal video that captures both you and the slide show. In that case, for the purposes of this coaching video, consider using a projector that will project your computer screen behind or beside you as your record your rehearsal.

Proper Distance

When recording with a camera at a distance, ensure the camera is close enough so that your VOICE IS RECORDED CLEARLY, yet far enough away to visually CAPTURE YOUR UPPER BODY AND YOUR HAND GESTURES.  If you are projecting a slideshow onto a screen, ensure that the camera also captures the screen.

Phone Orientation 
When using a smartphone to record your rehearsal, try to turn your phone 90 degrees sideways to record in ‘LANDSCAPE VIEW’ ( ). If you record vertically in ‘PORTRAIT” VIEW’ (), then you will limit the screen space in the recording.
Eye Level

When presenting to a camera or phone that is close to you, try to position the device so that the LENS IS LEVEL WITH YOUR EYES.

Framing

Adjust the camera or phone to FRAME YOUR HEAD AND SHOULDERS and leave enough space at the sides of the frame to CAPTURE YOUR HAND GESTURES. 

For additional tips on presenting effectively to an audience, we suggest you review our GUIDE and ACCELERATOR KIT which can be purchased on our website.

Upon receiving your payment for coaching (minimum of $50), we will send you a 75% DISCOUNT CODE.

Upon receiving your payment for coaching, we will also send you a link to download our FEAR-BUSTING VIDEO TIPS for FREE. These nuggets of advice will boost your presence, image and confidence when presenting in front of a camera or webcam.  

  • In this type of rehearsal you will probably be sitting at a table.
  • If you are using a webcam and computer, your software will probably allow you to record your presentation. You can then send us a copy of this recording. Please do an audio and video test to make sure everything is working.
  • Alternatively, if you plan to use your smartphone for your actual video-conference, you can you can record your rehearsal on your smartphone.

Specific recording tips are provided below…

Quiet Environment

Find a QUIET ENVIRONMENT where you won’t be disturbed

Good Lighting

Ensure you have SUFFICIENT LIGHTING.

Proper Attire

Ideally, wear the SAME CLOTHES AND ACCESSORIES that you will wear for your actual presentation.  

Tripod

If you are recording your rehearsal with a smartphone, we suggest using a TRIPOD to stabilize your recording. A small phone tripod works well on a desk.

Eye Level

When presenting directly to a webcam or phone, try to position the device so that the LENS IS LEVEL WITH YOUR EYES.

Slide
Show

If you will be incorporating a SLIDE SHOW into your presentation, try to record your rehearsal using that same slide show. If your slide show is projected onto a physical screen behind you or beside you, set up the camera so that you capture both yourself and the projected image. If your slideshow is presented on a computer screen that is shared with others, record your screen rehearsal and include your slide show along with any other screen shares that will be part of your actual presentation. 

Framing

If for some reason you will be presenting a slide show or chart that is physically behind or beside you, position yourself further back from the camera so that you are FRAMED IN A WIDER VIEW. If you do not need to refer to items behind or beside you, adjust the camera to frame YOUR HEAD AND SHOULDERS. For closer shots, be aware to always try to KEEP SOME SPACE AROUND YOUR HEAD IN THE CAMERA FRAME.

Phone Orientation 

When using a smartphone to record your rehearsal, try to turn your phone 90 degrees sideways to record in ‘LANDSCAPE VIEW’  ( ).
If you record vertically in ‘PORTRAIT” VIEW’  (), then you will limit the screen space in the recording.

For additional tips on presenting effectively to an audience, we suggest you review our GUIDE and ACCELERATOR KIT which can be purchased on our website.

Upon receiving your payment for coaching (minimum of $50), we will send you a 75% DISCOUNT CODE.

Upon receiving your payment for coaching, we will also send you a link to download our FEAR-BUSTING VIDEO TIPS for FREE. These nuggets of advice will boost your presence, image and confidence when presenting in front of a camera or webcam.  

  • In this type of rehearsal you will probably be directly facing a webcam, camera or phone, either in a sitting or standing position.
  • If you are using a webcam and computer, your software will probably allow you to record your presentation. You can then send us a copy of this recording. Please do an audio and video test to make sure everything is working.
  • Alternatively, you may present your rehearsal to a smartphone or camera.

Specific recording tips are provided below…

Quiet Environment

Find a QUIET ENVIRONMENT where you won’t be disturbed

Good Lighting

Ensure you have SUFFICIENT LIGHTING.

Proper Attire

Ideally, wear the SAME CLOTHES AND ACCESSORIES that you will wear for your actual presentation.  

Tripod

If you are recording your rehearsal with a smartphone, we suggest using a TRIPOD to stabilize your recording. A small phone tripod works well on a desk.

Eye Level

When presenting directly to a webcam or phone, try to position the device so that the LENS IS LEVEL WITH YOUR EYES.

Slide
Show

If you will be incorporating a SLIDE SHOW, CHART, PROPS or OTHER ITEMS into your presentation (either as a screen share or displayed physically beside or behind you), try to record your rehearsal using the same slide show and items.

Proper Distance

If you are recording at a longer distance, ensure the recording device is close enough so that your VOICE IS RECORDED CLEARLY, yet far enough away to visually CAPTURE YOUR FULL BODY MOVEMENTS or any references to a nearby slideshow, chart, props or other items.  

Framing

Adjust the camera to FRAME YOUR FULL BODY (good for showing full gestures, or for referring to a slideshow or items near you), YOUR UPPER BODY (good for gestures above the waist), or your HEAD AND SHOULDERS (good for creating a more personable atmosphere). For closer shots, always try to KEEP SOME SPACE AROUND YOUR HEAD IN THE CAMERA FRAME.

Phone Orientation 
When using a smartphone to record your rehearsal, try to turn your phone 90 degrees sideways to record in ‘LANDSCAPE VIEW’ ( ). If you record vertically in ‘PORTRAIT” VIEW’ (), then you will limit the screen space in the recording.

For additional tips on presenting effectively to an audience, we suggest you review our GUIDE and ACCELERATOR KIT which can be purchased on our website.

Upon receiving your payment for coaching (minimum of $50), we will send you a 75% DISCOUNT CODE.

Upon receiving your payment for coaching, we will also send you a link to download our FEAR-BUSTING VIDEO TIPS for FREE. These nuggets of advice will boost your presence, image and confidence when presenting in front of a camera or webcam.