The Inner Compass Blueprint · Client Intake

Before we begin, I'd like to meet the woman making the decisions.

Welcome. This intake helps me understand where you are now, what still fits and what deserves a second look, so our first 90-minute session can begin with depth instead of small talk.

Begin Your Intake

A few things before you start.

There's no need to have this figured out. Answer what you can, skip what you're not ready for, and know that unfinished thoughts are welcome here.

Give it 30 quiet minutes

Find a moment when no one needs anything from you. A cup of tea helps. So does honesty over polish.

There are no right answers

"I don't know yet" is a real answer. It often tells me more than a tidy one would.

Held in confidence

What you share here is read only by me and used only to prepare for our work together.

What this intake covers

Your whole life, through four directions.

N

Spiritual

Meaning, faith, belonging, or "I don't know yet."

E

Professional

Work, vocation, ambition and money.

S

Family

Partner, children, parents and home.

W

Social

Friendships, community and how you spend your time.

You'll also share a few practical details, what you hope to understand by week eight, how you tend to make decisions, and how much you'd like faith or spirituality to be part of our work. That part is always optional.

Your Intake

Tell me where you are right now.

Please complete this at least two days before our first 90-minute session so I have time to read it slowly and well.

What name would you like me to use?*
Best email and phone number?*
What time zone are you in, and which days and times work for a weekly 60-minute session?*
Are you set up on Voxer? If not, would you like help getting started?*
Every session is recorded and shared with you. Is that okay with you?*
What feels different about your life now compared with a few years ago?
What transition or decision is bringing you here right now?*
Finish this sentence: "Lately, I keep thinking…"
What still feels good and worth keeping in your life?
Who in your life knows you're doing this work?
On a scale of 1–10, how settled does each area feel right now? Add a sentence if you like.
Spiritual and inner life: meaning, faith, belonging, or "I don't know yet"
Professional: work, vocation, ambition, money
Family: partner, children, parents, home
Social: friendships, community, how you spend your time
By the end of eight weeks, what would you like to understand more clearly?*
What would make this program feel worth it to you?
Is there anything you're afraid this process might stir up or lead to?
Think of a big decision you made that you still feel good about. How did you make it?
Whose opinions weigh most on your choices right now?
What have you already tried, such as books, therapy, coaching, retreats or long talks with friends? What helped, and what didn't?
Are you working with any other professionals right now who are relevant to this transition, such as a therapist, attorney, financial advisor or clergy?
Is anything in your situation likely to need clinical, legal, financial or safety support alongside coaching?*
Spiritual direction is part of Compass Rose, and it's always optional. How much do you want faith or spirituality to be part of our work? (Fully / when it comes up / not at all / not sure yet)*
How much time can you realistically give to reflection between sessions each week?*
Is anything coming up in the next eight weeks that might affect your sessions, such as travel, big deadlines or family events?
Is there anything else you want me to know before we start?

What happens after you submit

I'll read your answers before we meet and come to our first session prepared. That opening session runs 90 minutes, giving us room to map the terrain. The seven sessions that follow are 60 minutes each, held weekly and recorded for you.

Between sessions, you can reach me on Voxer. At the end, you'll receive your personalized Compass Rose Roadmap.

"I won't tell you what your life should become. We'll start by getting to know the person who gets to decide."

Sarah Hoptman, M.Div.

Compass Rose Direction offers coaching and spiritual direction. It is not therapy, crisis support, or legal or financial advice. If you are in crisis, please contact local emergency services or a licensed professional.

Questions? Email sarah.hoptman@inkstandagency.com