Intake Session TEMPLATE Checklist Coaching Form Image

Intake Session TEMPLATE Checklist

Don’t miss a thing on your Intake Sessions! Instead be confident, organized and prepared with this Intake Session Template and Checklist. (1 pages)


  • Please Note: by downloading this free coaching tool you are agreeing to be bound by our licensing terms.
  • Comprehensive checklist of what to cover in an intake session
  • Includes taking payment, setting up next sessions, coaching process & more!
  • An essential tool for new coaches
  • Customise to your needs

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.

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