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Client Intake Session Checklist
Client Intake Session Checklist

Client Intake Session Checklist

Run this checklist during the first session with a new client
1
Introduction:
2
Enter basic details
3
Welcome client:
4
Ask what the client aims to achieve from the coaching
5
Admin:
6
Provide the client with the coaching agreement
7
Receive the signed agreement
8
Determine payment terms
9
Ask if the client would like to schedule another session
10
Set up next appointment
11
Coaching process:
12
Clarify what coaching is/isn't
13
Explain your coaching philosophy
14
Explain what the client can expect from each session
15
Explain your role to the client
16
Explain what you expect from the client
17
Ask how they would like to be coached
18
Ask if they have any questions
19
Today's session:
20
Learn about the client's history
21
Ask the client to determine one action item
22
Ask what they feel is their biggest win from this session
23
Sources:
24
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