Free Intake Session Checklist and Template Image

Coaching Intake Session Checklist & Template

Feel confident, organized and prepared with this coaching intake session checklist! This first session coaching template ensures you don’t miss a thing. (1 pages)


  • Please Note: by downloading this free coaching tool you are agreeing to be bound by our licensing terms.
  • Everything you need for your first coaching session with a client!
  • This comprehensive checklist ensures you cover the essentials in your intake session, yet is fully editable
  • Includes taking payment, setting up next sessions, coaching process & more!
  • An essential coaching template for new coaches
  • Created by a coach for coaches

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