One of the first steps in a coaching relationship is filling out a form. This can be something as simple as a paper intake form that summarises the first session, or something more detailed and detailed like coaching goals.
I’m sure you’ve already come across this coaching tool and the benefits it can have for your business. More clients means more responsibility, and that includes needing to keep track of more things.
Sending new clients a coach intake form is the answer to all of your prayers. Not only does it create a smooth onboarding process, but it will also help you stay organized at all times!
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