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It gives you everything you need to establish your coaching practice. Coaching Agreement. Client Action Sheet. Pre-Coaching Questionnaire. Client Welcome Letter. Coaching Session Prep Form. Client Goals. Client Information Sheet. Track Your Coaching Hours.
A coaching application will help you frame your sales calls so the majority of the selling is done without you doing any work. Imagine having a system that reduced the amount of time you needed to attract the right clients and help you close more clients, quicker!
This document will have important data about the client including basic details, personal goals, and expectations. They also indicate what types of services the client needs. Your life coaching intake form creates a solid base to plan your strategy. It helps you build the right package for each coaching session.
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.
These four stages are described in more detail below. 1 Preparing. The coachee and their line manager should have already agreed that coaching is the appropriate intervention for the coachee, rather than say, mentoring or counselling. 2 Contracting. 3 Coaching. 4 Evaluating.
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