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.
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!
Got a client who feels stuck? You don’t need to see the other side, you just need to take the next 3 steps! (1 pages)
Are your clients working on what’s most important to them? Help clients focus on their priorities with this effective exercise. (3 pages)
Also Available In: Productivity & Time Management Toolkit
Help clients get the most out coaching with you with this list of prompts. Help your client prepare and be ready for their session with you. (1 pages)
Also Available In: Welcome Pack Toolkit
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