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.
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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!
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: Coaching Welcome Packet
Help clients find new answers for a problem or make a decision by connecting with their own inner wisdom. (1 pages)
Get clients thinking about what they really want from life – and from coaching with these deep, pondering questions. (2 pages)
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