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)
If you've ever wondered what to cover in your coaching intake session or finished your first coaching session and thought, "Darn! I forgot to ask…"
Well, no more: remember all the important information with this free Coaching Intake Session Checklist and Template!
Use this Intake Session Checklist to better understand your client's needs. Help them understand what coaching is, what to expect and the role of the coach 'v' client. Also clarify admin, billing and answer any remaining questions your client may have.
The first or coaching intake session is very important for your client. It introduces your new client to you, your coaching process and puts them at their ease for what to expect and how coaching works.
So if you've been looking for a template to help you with your first coaching session—you've found it! Fully customisable, yet with everything you need to cover.
This free template is a detailed, fully customisable first coaching session template. This intake session checklist covers:
Use this Intake Session Template to develop a better understanding of your client's needs and their way of working, as well as helping the client understand what coaching is, what to expect and the role of the coach versus the role of the client.
This form is created by a coach, for coaches.
Please Note: The Coaching Tools Company has been a Business Solutions Partner for the ICF since 2014.
Get more free Coaching Tools, Forms, Templates & Resources here >>
Our top seller! This Life Coaching Welcome Packet has all the coaching tools and templates you need to get started with a new client. Includes Coaching Agreement, Intake Checklist & relevant free tools. (en Español)
See the 20 products included >>
Also Available In: Coaching Tools & Exercises MEGAPack!
Client struggling with their current career or trying to find the right one? This worksheet helps clients come up with ideas and rediscover buried career hopes and dreams. (7 pages)
Also Available In: Career Coaching Toolkit
Give your clients a productivity boost with this powerful time management exercise. (2 pages)
Also Available In: Productivity & Time Management Toolkit
Get a snapshot of the key events that have shaped your clients life. Don’t ask clients to ‘Tell me about yourself’, get them to show you with a Life Map! (2 pages)
Also Available In: Coaching Welcome Packet
By continuing to use this site you are agreeing to our use of these cookies. View Our Cookie Statement