![[FREE] Client Intake Session Checklist](https://livelongdigital.com.au/wp-content/uploads/2022/04/livelong_digital_web.png "livelong_digital_web.png")
Attention: Coaches, Consultants, And Service based Businesses Looking For More Leads
Get Started With Your Clients the Right Way
Client Intake Session Checklist
This checklist ensures you don’t miss any essential elements leaving you feeling confident, organized and prepared.
![[FREE] Client Intake Session Checklist](https://livelongdigital.com.au/wp-content/uploads/2023/02/CLIENT-INTAKE-SESSION-CHECKLIST-1.png "CLIENT INTAKE SESSION CHECKLIST")
Comprehensive Client Coaching Intake Checklist
Completely manage your client intake with this free coaching tool.
- 100% Privacy. No Games, No Spam.
![[FREE] Client Intake Session Checklist](https://livelongdigital.com.au/wp-content/uploads/2022/04/logos.png "logos.png")
Streamline Your Client Intake Process.
Feel confident, organized and prepared with this coaching intake session checklist. This essential coaching template will ensure you don’t miss a thing and have time to better understand your client’s needs and help them understand what coaching is and what to expect.
Completely manage your client intake with this free coaching tool.
Stop worrying about missing something in your intake session
Get the most out of your first session
Have all the information you need with this comprehensive intake session checklist. Customise it to get to know more about your client’s background and health, wealth or relationship history and set expectations for the coaching process.
- 100% Privacy. No Games, No Spam.
Here’s What Our
Clients Say About Us
![[FREE] Client Intake Session Checklist](https://livelongdigital.com.au/wp-content/uploads/2022/04/testimonials-02.png "testimonials-02.png")
![[FREE] Client Intake Session Checklist](https://livelongdigital.com.au/wp-content/uploads/2022/04/testimonials-07.png "testimonials-07.png")
![[FREE] Client Intake Session Checklist](https://livelongdigital.com.au/wp-content/uploads/2022/04/testimonials-03-1.png "testimonials-03-1.png")
![[FREE] Client Intake Session Checklist](https://livelongdigital.com.au/wp-content/uploads/2022/04/testimonials-05.png "testimonials-05.png")
![[FREE] Client Intake Session Checklist](https://livelongdigital.com.au/wp-content/uploads/2022/04/testimonials-01.png "testimonials-01.png")
![[FREE] Client Intake Session Checklist](https://livelongdigital.com.au/wp-content/uploads/2022/04/testimonials-08.png "testimonials-08.png")
- 100% Privacy. No Games, No Spam.
Completely Manage Your Client Intake Sessions With This Free Coaching Tool.
Jumpstart Settling In
Facilitates conversations around setting aside preconceived ideas, getting to know each other and introducing the coaching process.
Set Clear Objectives
Outline desired outcomes and mutually accepted goals, create a plan for more successful outcomes and agree on terms.
Taking Payment
A comprehensive guide to agreeing on payment options, setting up invoicing and payment calendars and tracking payments.
Avoid Missing Details
No longer worry about forgetting an important element of the intake process, this checklist ensures you don’t miss a thing!
All-in-one Tool
Covers all the essentials of the intake session, explaining the coaching process, setting up for next sessions, taking payments and more.
Customble and Reusable
Easily customise the template contents to meet the specific needs your session and reuse the template for future sessions.
- 100% Privacy. No Games, No Spam.
leave clients understanding what to expect in their journey towards success.
- Clear Expectations
- Time Saver
- Organised Results
- Never Forget a Step
![[FREE] Client Intake Session Checklist](https://livelongdigital.com.au/wp-content/uploads/2022/04/testimonials-15.png "testimonials-15.png")
![[FREE] Client Intake Session Checklist](https://livelongdigital.com.au/wp-content/uploads/2022/04/testimonials-16.png "testimonials-16.png")
- 100% Privacy. No Games, No Spam.
Make the Client Feel Validated
Leave clients with an understanding of the inner workings of the client-coach relationship with this detailed checklist customisable to your individual needs. Create and execute effective and focused sessions that leave clients understanding what to expect in their journey towards success.
- 100% Privacy. No Games, No Spam.
All the resources and know-how to lead compelling coaching Intake sessions
Make sure your exchange with clients is impactful and client-oriented with this comprehensive Client Intake Session Checklist. Don’t miss a single important detail in the session, stay focused and organised with this template!
Stay proactive, prepared and keep to the task list during your intake sessions
- 100% Privacy. No Games, No Spam.
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