{"id":21793,"date":"2020-02-25T16:45:04","date_gmt":"2020-02-25T16:45:04","guid":{"rendered":"https:\/\/www.process.st\/templates\/client-intake-session-checklist-2\/"},"modified":"2024-02-29T01:28:07","modified_gmt":"2024-02-29T01:28:07","slug":"client-intake-session-checklist-2","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/client-intake-session-checklist-2\/","title":{"rendered":"Client Intake Session Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o43lGjR7ZPLg1U8leZJCIg.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o43lGjR7ZPLg1U8leZJCIg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>First impressions are critical<\/strong> to any relationship. In the case of a life coach, you could argue that first impressions when a new client walks through the door is even more important as the person is struggling and seeking help.&nbsp;<\/p>\n<p>In other words, the initial meeting you hold with a new client will <strong>set the foundation of your coaching relationship<\/strong>, and therefore needs to be executed with care and professionalism.&nbsp;<\/p>\n<p>This checklist will guide you through all of the questions that should be asked and items discussed so that you can end the meeting knowing you left no stone unturned, and leave both parties looking forward to the next session.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-basic-details\">\n<h2>Enter basic details<\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client first name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of first session <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"welcome-client\">\n<h2>Welcome client:<\/h2>\n<\/section>\n<section id=\"ask-what-the-client-aims-to-achieve-from-the-coaching\">\n<h2>Ask what the client aims to achieve from the coaching<\/h2>\n<div class=\"text-content\">\n<p>It's essential that the first thing point of discussion with the client is concerning what they are looking to achieve from the coaching.&nbsp;<\/p>\n<p>Ask them questions like:<\/p>\n<ul>\n<li><em>Do you have any specific goals that you are looking to achieve through our sessions?<\/em><\/li>\n<li><em>Are there any specific issues\/demands that you need to resolve\/meet?<\/em><\/li>\n<li><em>How will you know when you have achieved these goals?<\/em><\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client's aims\/goals <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Has the client received life coaching before? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"admin\">\n<h2>Admin:<\/h2>\n<\/section>\n<section id=\"provide-the-client-with-the-coaching-agreement\">\n<h2>Provide the client with the coaching agreement<\/h2>\n<div class=\"text-content\">\n<p>Hand a copy of the coaching agreement to the client for them to sign.&nbsp;<\/p>\n<p>If they would rather not sign it today, ask if they have any queries and if they could return the signed agreement before your next session.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Will the agreement be signed &amp; returned today? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"receive-the-signed-agreement\">\n<h2>Receive the signed agreement<\/h2>\n<div class=\"text-content\">\n<p>Confirm you have received the signed agreement from your new client.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Copy of the signed agreement <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"determine-payment-terms\">\n<h2>Determine payment terms<\/h2>\n<div class=\"text-content\">\n<p>How would the client like to pay for their sessions?<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Billing method <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Will the client be paying today for their first session? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"ask-if-the-client-would-like-to-schedule-another-session\">\n<h2>Ask if the client would like to schedule another session<\/h2>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Would the client like to schedule another session? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"set-up-next-appointment\">\n<h2>Set up next appointment<\/h2>\n<div class=\"text-content\">\n<p>Enter the date of the next appointment below<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of next session <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"coaching-process\">\n<h2>Coaching process:<\/h2>\n<\/section>\n<section id=\"clarify-what-coaching-isisnt\">\n<h2>Clarify what coaching is\/isn't<\/h2>\n<div class=\"text-content\">\n<p>In essence, this section is all about <strong>clarifying what you and the client can expect from each other<\/strong> during the coaching process.&nbsp;<\/p>\n<p>The first step to doing so is informing them of what coaching is and isn't. This is <strong>particularly important considering that the client has no prior experience with a life coach<\/strong> and may not really understand what to expect.&nbsp;<\/p>\n<p>You should at least cover the following points:<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Coaching is about building a strong relationship between the coach and the client to create a life that the client wants\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      You (the client) will be held accountable\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Action to improve\/progress is absolutely essential\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      100% confidential, non-judgemental\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Coaching is NOT therapy\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"explain-your-coaching-philosophy\">\n<h2>Explain your coaching philosophy<\/h2>\n<div class=\"text-content\">\n<p><em>How do you, as the coach, view the role of a life coach?<\/em><\/p>\n<p><em>What techniques do you find work most effectively and how do you believe they should applied to each unique client?<\/em><\/p>\n<p>Share answers to these types of questions with the client so they understand your coaching philosophy.&nbsp;<\/p>\n<p>Prior to the session, you can <strong>write a summary of your philosophy below<\/strong> so you have some talking points ready.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your coaching philosophy <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"explain-what-the-client-can-expect-from-each-session\">\n<h2>Explain what the client can expect from each session<\/h2>\n<div class=\"text-content\">\n<p>Explain to the client what they can expect from each session.&nbsp;<\/p>\n<p>You should <strong>at least , the following points:<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Session structure\/format\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Understand that change (e.g. their goals) is part of the process\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Ups &amp; downs are to be expected AND necessary for growth\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      It is up to the client to decide what to talk about and how\/when to end coaching\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"explain-your-role-to-the-client\">\n<h2>Explain your role to the client<\/h2>\n<div class=\"text-content\">\n<p>Next is to clarify what your role as life coach really means, and what they can expect from you in terms of behaviour.<\/p>\n<p>Cover the following points:<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Your response times to phone calls\/emails (e.g. 1 day)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      You will hold them accountable for their progress\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      You will help them establish their own solutions and strategies\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      You will encourage their self-belief and support them when you can\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      You will raise their self-awareness\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      You will challenge them (may even make them feel uncomfortable but it of course with good intent and will produce positive results)\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"explain-what-you-expect-from-the-client\">\n<h2>Explain what you expect from the client<\/h2>\n<div class=\"text-content\">\n<p>Now that you have explained what the client should expect from your end, it's time to make clear what you expect from them.<\/p>\n<p>Important things to mention are:<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      To be honest and open\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Willing to change and adopt a more positive attitude towards self and life\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Prepared to be fully accountable for decisions\/actions\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Remind them: YOU are responsible for YOUR results\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"ask-how-they-would-like-to-be-coached\">\n<h2>Ask how they would like to be coached<\/h2>\n<div class=\"text-content\">\n<p>Ask them questions like:<\/p>\n<p><em>How can I best coach you? What tips can you give me?<\/em><\/p>\n<p><em>How would you describe the perfect life coach?<\/em><\/p>\n<p><em>What can you tell me about your learning style?<\/em><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How would the client like to be coached? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"ask-if-they-have-any-questions\">\n<h2>Ask if they have any questions<\/h2>\n<div class=\"text-content\">\n<p>Ask them if they have any questions.<\/p>\n<p>Then, its time to progress with the session.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Questions asked by the client <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"todays-session\">\n<h2>Today's session:<\/h2>\n<\/section>\n<section id=\"learn-about-the-clients-history\">\n<h2>Learn about the client's history<\/h2>\n<div class=\"text-content\">\n<p>After all, this is just the intake session, so the main purpose apart from clarifying expectations, which you did in the previous section, is to<strong> learn about the client's life and history.<\/strong><\/p>\n<p>Begin an open-ended discussion about them, their life, past experiences etc.<\/p>\n<p>Just an informal, open and friendly chat about them.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Summary of the client's history <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"ask-the-client-to-determine-one-action-item\">\n<h2>Ask the client to determine one action item<\/h2>\n<div class=\"text-content\">\n<p>What is one thing the client is going to do between now and the next session that will forward their goals in some way?<\/p>\n<p>Ask them to think of something and stick to it. Whatever it is, make it happen!&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client's action item <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"ask-what-they-feel-is-their-biggest-win-from-this-session\">\n<h2>Ask what they feel is their biggest win from this session<\/h2>\n<div class=\"text-content\">\n<p>Before ending the session, ask the client what they feel is the biggest win from the session.<\/p>\n<p>What was their number one takeaway?<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client's biggest win\/takeaway from the session <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.personal-coaching-information.com\/first-coaching-session.html\" rel=\"nofollow noopener\" target=\"_blank\">Personal Coaching - A Guide to Coaching and Being Coached<\/a><\/li>\n<li><a href=\"https:\/\/www.thecoachingtoolscompany.com\/products\/intake-session-template-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">The Coaching Tools Company - Intake Session Template<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/smart-goal-setting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">SMART Goal Setting Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/daily-routine-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Routine Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/tony-robbins-morning-routine\/\" rel=\"nofollow noopener\" target=\"_blank\">Tony Robbins: Morning Routine<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/lisa-a-romano-overcoming-negative-self-talk\/\" rel=\"nofollow noopener\" target=\"_blank\">Lisa A. Romano: Overcoming Negative Self-Talk<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/brian-tracy-public-speech-preparation\/\" rel=\"nofollow noopener\" target=\"_blank\">Brian Tracy: Public Speech Preparation<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: First impressions are critical to any relationship. 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