Initial Intake Form and Coaching Agreement - Dr Thomas Lucking ... 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your personal information in the designated fields, including your name, contact details, and any relevant background information that will help your coach understand your needs.
  3. Review the Coaching Disclaimer & Waiver section carefully. Ensure you understand the differences between coaching and psychotherapy before proceeding.
  4. Fill out the Appointment Scheduling and Cancellation Policies section. Make sure to note the requirements for rescheduling or canceling appointments.
  5. Complete the Services and Fees section by selecting the type of coaching services you are interested in. Be sure to review the associated fees.
  6. Read through the Confidentiality section and acknowledge your understanding of how your information will be handled.
  7. Finally, sign the agreement at the bottom of the form to indicate that you have read and understood all terms outlined in this document.

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The 70/30 rule says that if 70% of the time when you interact with an employee you have a positive interaction, employees will be more accepting of the more constructive, 30% of interactions.
11 Coaching Forms You Need for Success Personal information: Collect the clients name, contact details, and relevant demographics. Coaching goals: Understand what the client hopes to achieve through coaching. Challenges: Identify the challenges preventing the client from docHubing their goals.
A coaching intake form is a structured document that gathers information from new clients before your initial session. It is a foundation for the coaching relationship because it helps you and the client establish clarity, set expectations, and streamline the discovery process.
What Should a Coaching Agreement Include? Definition of Coaching. Coaching Relationship. Services. Fees and Payments. The Coaching Process. The Coaching Approach. Confidentiality. Clients Expectations and Goals.
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.

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