Don’t miss a thing on your Intake Sessions! Instead be confident, organized and prepared with this Intake Session Template and Checklist. (1 pages)
Free!
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.
Save
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)
See the 16 products included >>
Also Available In: Coaching Tools & Exercises MEGAPack!
Stay on track! Essential for every coaching client – get clear on what your clients want to get out of coaching with you! (2 pages)
Also Available In: Welcome Pack Toolkit , Renew YOU, Love Your Life! Coaching Program
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
One of our favourite exercises! The powerful tool helps clients spend more time with people who energise them – and find ways to break free from draining or toxic relationships. (1 pages)
Also Available In: Balance & Self-Care Toolkit , Renew YOU, Love Your Life! Coaching Program
This site uses cookies to power our shopping cart and provide us with analytics so we can continuously improve.
By continuing to use this site you are agreeing to our use of these cookies. View Our Cookie Statement
