Client Acceptance — Change Purpose Action Coaching

Client Acceptance Forms — CPA Coaching LLC

Connect the Dots · $97

Strategy Session Acceptance

Your 3-step action plan has been delivered. Please review it and complete this form to confirm receipt and close out your session.

Your Information

First Name *

Last Name

Email Address *

Business Name

Session Date

Confirm Your Delivery

Did you receive your 3-step action plan via email? *

Yes — I received itI got the post-call email with my personalized plan.

No — I haven't received itNicole will resend it to you today.

Does your 3-step plan reflect what was discussed in the session? *

Yes — it accurately reflects our session

Mostly — with a small noteUse the notes field below to clarify.

No — something feels missingNicole will reach out to address it.

How would you rate your session experience?

★ ★ ★ ★ ★

What was most valuable from your session?

Notes or clarifications (optional)

What's Next

Are you ready to continue working together?

Yes — Connect the Dots VIP Day ($497)My $97 session credit applies. I'm ready to book.

Yes — Done Package ($997)My $97 session credit applies. I'm ready to book.

Not yet — I need time to review my plan first

By submitting this form you confirm: You have received your Connect the Dots Strategy Session and 3-step action plan. You understand that results depend on your implementation. Your $97 credit toward the VIP Day or Done Package is valid for 90 days from your session date. All session content is confidential to CPA Coaching LLC.

I confirm the aboveI have read and agree to the terms stated.

✨

Accepted. Thank you.

Nicole has been notified. Watch your inbox — your next steps and booking link are on the way.

Confidentiality Notice: This form and its contents are confidential to CPA Coaching LLC d/b/a Reset With Nicole. Submission constitutes your acknowledgment of receipt of services. All proprietary frameworks and session content remain the intellectual property of CPA Coaching LLC. © 2026 CPA Coaching LLC. All rights reserved.

Final Acceptance · Post-Revision

Final Delivery Acceptance

Your revision has been delivered. This form officially closes out your engagement with CPA Coaching LLC. Please confirm that everything is complete.

Your Information

First Name *

Last Name

Email Address *

Package

Final Confirmation

Has the revised work been delivered to your satisfaction? *

Yes — I am fully satisfied with the revision

Mostly — with a minor note belowNote: the included revision round has been used. Additional changes are available as a new engagement.

Final rating — how was the overall experience?

★ ★ ★ ★ ★

Would you like to leave a testimonial?

Final notes (optional)

By submitting this form you confirm: Your engagement with CPA Coaching LLC under the selected package is officially complete. All included deliverables and the one revision round have been delivered and accepted. This submission closes the engagement. All deliverables are your exclusive property. All proprietary frameworks remain the intellectual property of CPA Coaching LLC. © 2026 CPA Coaching LLC. All rights reserved.

I confirm my engagement is completeI have reviewed all deliverables and accept the final delivery.

🌟

You're officially done. Congratulations.

Your engagement with CPA Coaching LLC is complete. Nicole will be in touch about your testimonial and next steps. Thank you for trusting the process.

Confidentiality Notice: This final acceptance form constitutes the official close of your service engagement with CPA Coaching LLC d/b/a Reset With Nicole. All terms of your signed service agreement remain in effect. © 2026 CPA Coaching LLC. All rights reserved.

Client Acceptance Forms

Strategy Session Acceptance

Accepted. Thank you.

VIP Day Delivery Acceptance

Accepted. Thank you.

Done Package Delivery Acceptance

Accepted. Thank you.

Final Delivery Acceptance

You're officially done. Congratulations.