Get Intake Session Checklist

The Intake Session Checklist is a vital document that assists coaches in understanding their clients' needs and expectations. This guide provides clear and supportive instructions on how to fill out the checklist effectively, ensuring a smooth coaching experience for both the coach and the client.

Follow the steps to complete the checklist online effortlessly.

1. Press the ‘Get Form’ button to access the Intake Session Checklist and open it in your preferred online editor.
2. Begin by entering the client’s name and the date at the top of the checklist. This helps to identify the document and keeps your records organized.
3. In the ‘Welcome Client’ section, outline the agenda for the session. Ask the client what they hope to achieve from coaching, and note their specific goals or issues they aim to resolve.
4. Confirm the client’s agreement status. Check if the agreement has been signed and returned; if not, address any questions they may have and request its return before the next session.
5. Review the client information sheet. If it hasn’t been completed, ensure that it is filled out during this session.
6. Discuss payment options. Record whether the initial payment has been received and clarify the billing process, including how the invoices will be sent.
7. In the ‘Coaching Process’ section, explain what coaching is and isn’t. Detail your coaching philosophy and clarify the roles of both the coach and the client.
8. Guide the client through the coaching structure, emphasizing the two-way confidentiality of the coaching relationship. Discuss how you will work together towards their goals.
9. In the ‘Today’s Coaching’ section, outline the expected outcomes of the session. Ask the client about their preferred coaching style and if they have any questions.
10. Finally, encourage the client to provide feedback on what they have learned during the session. Make sure to document their insights and feedback.
11. Once all sections are completed, save your changes. You can choose to download, print, or share the completed checklist as needed.

Complete your Intake Session Checklist online today for a more organized coaching experience.