BEHAVIORAL COACH AND COUNSELING INTAKE FORM 2025

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An intake session is all about setting the stage; understanding your clients goals, history, and most importantly, managing expectations. At the same time youll want to cover some administrative details and make sure there are no doubts left unresolved before your client agrees to work with you.
A coaching intake form is a questionnaire to gather initial information about a new clients goals, challenges, and expectations before starting the coaching relationship.
The counseling intake form provides you with the initial background on the client. Besides asking for basic demographic information, the counseling intake form may include past psychiatric treatment, medications, reasons for seeking therapy, and family history.
TO: SUPERVISOR / MANAGER EMPLOYEE. THIS FORM HAS BEEN DESIGNED TO RECORD THE THOUGHTS AND ITEMS THAT NEED TO BE DISCUSSED IN THE COACHING SESSION SO THAT THE CONVERSATION IS PRODUCTIVE AND EFFICIENT AND ALL POINTS ARE COVERED SUFFICIENTLY.
5 Steps in Creating a Coaching Form Identify the type of concern or issue to discuss. Describe the specific issue or concern in detail. Formulate action items to address the problem. Set a follow-up session. Complete the form with signatures.
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Coaches work with people so that they can do a transition from functional to optimal individuals, while therapists help people transition from a dysfunctional state to functional one.
Coaching assessment and evaluation forms are essential tools used by coaches to understand their clients needs, track progress, and evaluate outcomes. They can include intake forms, progress tracking forms, and feedback forms, each serving a unique purpose in the coaching process.
This form can be physical or digital, and is designed to capture details about the clients needs, preferences, healthy history (if relevant), and any other information that can help you provide a personalized and effective service.

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