Client Intake Protocol & Goal Discovery Template — coaching template cover

    Client Intake Protocol & Goal Discovery Template

    You identify the client's true problem and set a clear session agreement in the first ten minutes of the call. You eliminate rambling stories, keep the dialogue on track, and protect your billable session time. You always know what success looks like for the client before you start coaching. Clients leave every call with tangible value and praise your structure. Use this intake protocol on your next call.

    $22

    Get Client Intake Protocol & Goal Discovery Template For $22
    • Instant digital download
    • Lifetime digital access.

    What You Get

    • Find true goals fast.
    • Set call goals clearly.
    • Stop empty talks immediately.
    • Save client time easily.

    How To Use It

    1. 1Ask the intake questions during the first ten minutes.
    2. 2Write down the agreed session outcome together.
    3. 3Check that the client agrees with the target.
    4. 4Lead the rest of the call around this one goal.

    Coaches Also Use These Templates

    All Session Stage