Individual Client Onboarding & Assessment

Project Happening – Individual Client Onboarding & Assessment

Individual Client Onboarding – Basic Information

First Name

Middle Name

Last Name

Gender

Female

Male

I prefer not to say

Date of Birth

Phone

Mobile

Address

Employer

Job Title

Length of Employment

Profession

Marital Status

Single

Married

Divorced

Do you have children?

Ages of Children (if applicable)

Additional Questions

How did you hear about this institution?

What do you want to achieve from an image update? (Select all that apply)

If other, please specify

In which areas do you feel you need advice? (Select all that apply)

If other, please specify

Appearance Profile

How satisfied are you with your current hair?

How satisfied are you with your current makeup (if applicable)?

How satisfied are you with your current awareness of personal style?

How satisfied are you with your current awareness of fashion?

How satisfied are you with your current knowledge of colours that suit you?

How satisfied are you with your current knowledge of styles that suit you?

How satisfied are you with your current image helping you be who you want to be?

How satisfied are you with your current wardrobe to meet your needs?

How satisfied are you with your current body image?

How satisfied are you with your current breath?

How satisfied are you with your current body odour?

How satisfied are you with your current teeth?

How satisfied are you with your current nails?

Other appearance areas (please list)

Do you currently have any plans or programs in place to change any of the above? Please describe.

What colours do you enjoy wearing most?

What colours are you most likely to avoid wearing?

What clothing styles do you feel most comfortable wearing?

Where do you usually shop for your clothing and accessories? In what store did you buy your last clothing item?

Within what price range would you expect to spend on a specific item? Please specify the item and price range.

Behaviour Profile

How satisfied are you with your current professionalism and credibility?

How satisfied are you with your current confidence and power?

How satisfied are you with your current warmth and approachability?

How satisfied are you with your current energy and enthusiasm?

How satisfied are you with your current dining etiquette?

How satisfied are you with your current social & business etiquette?

How satisfied are you with your current meeting etiquette & skills?

How satisfied are you with your current ability to manage stress?

How satisfied are you with your current ability to feel at peace?

How satisfied are you with your current eating habits?

How satisfied are you with your current physical fitness?

How satisfied are you with your current time management?

How satisfied are you with your current health?

How satisfied are you with your current lifestyle?

Other behaviour areas (please list)

Do you currently have any plans or programs in place to change any of the above? Please describe.

Communications Profile

How satisfied are you with your current interpersonal communication skills?

How satisfied are you with your current public speaking skills?

How satisfied are you with your current use of language?

How satisfied are you with your current voice?

How satisfied are you with your current body language?

How satisfied are you with your current ability to read body language?

How satisfied are you with your current listening skills?

How satisfied are you with your current ability to respond to different personalities?

How satisfied are you with your current team playing abilities?

How satisfied are you with your current leadership skills?

How satisfied are you with your current ability to begin and end conversations with grace?

Monday (hours)

Tuesday (hours)

Wednesday (hours)

Thursday (hours)

Friday (hours)

Saturday (hours)

Sunday (hours)

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