Don’t miss a thing on your Intake Sessions! Instead be confident, organized and prepared with this Intake Session Template and Checklist. (1 pages)
Never forget something in your initial coaching session again - with this Intake Session Template and Checklist! If you have ever wondered what to cover in an intake session or finished the session and thought, "Darn! I forgot to ask…" Well, no more. Here is a detailed, fully customisable free coaching template - a checklist which coversimportant admin, the coaching process, what coaching is and isn't, review of homework/client history, an action for the client and a reminder to ask for their session 'win'. Also serves as a useful record for your files and future reference.
The Intake Session is important to introduce your new client to coaching, and put them at their ease for what to expect and how coaching works!
Recently refreshed, use this Intake Session Template to help you, the coach, develop a better understanding of your client's needs and their way of working. And remember that it also helps the client understand what coaching is, what to expect and the role of the coach and client.
Get more free Coaching Tools, Forms, Templates & Resources here >>
Our biggest seller! This Welcome Pack has all the tools, forms and templates you need to get started with a new client. Includes a Coaching Agreement & Intake Session Checklist (en Español)
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Also Available In: Coaching Tools & Exercises MEGAPack!
Blast those interruptions effectively and fast! Understand your client’s interruption sources and create an individualised plan to manage them. (5 pages)
Also Available In: Productivity & Time Management Toolkit
No more excuses! Help busy clients get real about where their time goes with this powerful time-charting exercise. (1 pages)
Do your clients ever feel like they have an elephant on their plate? Help clients deal with overwhelm with this fun tool that breaks a project into bite-sized pieces. (1 pages)
Also Available In: Life Coaching Toolkit
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