Attention: Coaches, Consultants, And Service based Businesses Looking For More Leads
ever wondered what to cover in your coaching intake session?
COACHING INTAKE SESSION CHECKLIST
Get Your Intake Session Right
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Uncover What You Need To Know In Your Coaching Intake Session
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.
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Everything you need to make sure no stone is left unturned during your coaching sessions.
Prechecklist
Ideas to consider prior to your intake session – read up on the science of coaching, research the questions that you want to ask the client, etc.
Client Profile
Get to know your client like their age, motivation, values, expectations, and goals.
Clarify the Role of Coach and Client
Discuss the roles of coach and client, the scope of collaboration and responsibility, and areas of accountability.
Prepare Your Client
Prepare both coaches and the client for the intake process. Make sure the client feels comfortable and helps to build trust.
Get to the Core of the Issues
Uncover potential issues and get to the core of the problem quickly
Prechecklist
Ideas to consider prior to your intake session – read up on the science of coaching, research the questions that you want to ask the client, etc.
Measure twice, coach once
- Get Complete Information From Your Client
- Help Your Client Understand the Role of a Coach
- Clarify Your Coaching Admin Process
- Streamline Your Intake Sessions
- Get Off to a Great Start
The Most Important First Step to Start Your Coaching Journey
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.
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Get Everything you need to make sure no stone is left unturned during your coaching sessions.
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.
If that’s for you, download your copy below
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