Coaching Onboarding


I am excited to work with you and help you achieve the goals that are most important to you. We will co-create a unique coaching experience during our first session to align on these goals and ground rules and maximize our collaboration.  Here are a few things about me and working together:

Coaching vs. Mentoring

The International Coaching Federation defines coaching as:

Partnering with clients in thought-provoking and creative process that inspires them to maximize their personal and professional potential. Coaches honor the client as the expert in their life and work and believe every client is creative, resourceful, and whole.

Given my extensive expertise in data, artificial intelligence, product management, and IT, sometimes I “take off” my coaching hat to share my perspective, guidance, and experience on topics we discuss. I intend to ensure you benefit from my experience and will be clear when talking from that perspective.

Step 1: Tool Onboarding

Step 2: First Coaching Session (No Cost)

Coaching requires a mutual investment to establish a working relationship and build an alliance to address your goals. The objective of the first session is to explore your desire for coaching, get coaching on a topic of your choice, and answer questions you may have. This is a no-cost coaching session.

If we create value together and want to continue, you will subscribe to a coaching product that best meets your needs. Options include a monthly subscription (1, 2, or 4 times a month).

You can then schedule the next one to two meetings (e.g., a week or two weeks apart, depending on your plan).

We will also agree on how to collaborate asynchronously between live coaching sessions (e.g., text, email, Slack, Google Docs)

Step 3: Second Coaching Session (Paid)

You can book this session here: 15-minutes, 30-minutes, 45-minutes, 60-minutes.  👉 Schedule on Calendy.

Co-Creating the Coaching Relationship

At the start of this session, we will co-create our coaching relationship with an agreement on ground rules and set expectations for working together best. We can collaborate on this asynchronously before our live session and discuss it during our live session.

My ground rules and expectations:

For you:

Your Goals

It will be essential for you to articulate the high-level goals and outcomes you seek to realize through this coaching experience. This will help guide our discussions and ensure we stay focused.  I recommend you document and share these before our session. Coaching is a partnership, and I am unable to solely guarantee your success in achieving these goals. 

Your Topic and Outcome

For each coaching session, you will share the topic you want us to explore—something current, unresolved, personal, and important to you. I will then ask you to clarify the desired outcome you want to leave with by the end of the session. To maximize our time together, I prefer receiving a short summary of your topic and outcome 24 hours before the live session. This can be shared through an online document (e.g., GDoc, Word) or email.

We will close the session with at least one action related to this discussion topic.

Step 4: Sessions Three and Beyond

After the first few sessions, we will likely have created a trusted connection that accelerates our collaboration and value.  

We can maximize our mutual value when the discussion topic(s) are documented, and there is an opportunity to dialogue and refine them before our live coaching session.

I may ask you to do pre-reads between sessions on the challenges and outcomes you shared. The pre-reads will save us both time, and you will benefit without us talking so that we can maximize our live meetings and go deeper.

We will continue our coaching relationship if you feel a positive change and energy toward your stated outcome(s) by the third meeting. If not, we simply don’t, given that our mutual time is precious. 

Please contact me via mobile phone or email when facing a challenge or needing timely feedback. You can also record a voice message or video, and I will respond quickly. We can also talk live if necessary.