Coaching Intake Session Checklist & Template

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.

Your first coaching session template

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.

What's in this coaching intake session checklist & template?

This free template is a detailed, fully customisable first coaching session template. This intake session checklist covers:

• Important admin (including payment and setting up the next coaching session)
• The coaching process
• What coaching is and isn't, plus the role of the coach and client.
• Review of any homework
• Client history
• Ensure your client leaves their first session with at least one action
• A reminder to ask for your client's session 'win'
• This template also serves as a useful record for your files and future reference.

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.