Don’t miss out on gathering important information with your Coaching Intake Session. This Checklist covers all the important notes and tips to get to know your client and clearly explain their role in the coaching journey.
Get Your Intake Session Right: This Coaching Intake Session Checklist tracks all the important points so you don’t miss anything!
Streamline Your Intake Sessions
No more staring at a blank page, trying to create the perfect intake session for each new client. This template has the core questions that you need to understand your client’s challenges and objectives.
The checklist covers those important topics so you don’t miss out on the most important part of coaching—getting to know the client! Take the time to get a clear and complete understanding of the client’s needs, challenges and expectations.
REAL TALK: We want to make sure you get the most out of your coaching sessions and facilitate the best results for your clients. Use the free intake session template to uncover potential problems, clarify the role of the coach and client, and make sure both parties are being realistic.
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