Free Introductory Session Form for Coach

First Name of Client*

Be careful with the correct spelling of your potential client's first name! This will be used in an email to them...

Phone Number of Client

Email of Client

If you enter an email here, the client will automatically receive an email summary of your conversations, with your comments as entered below. If you leave this space blank, no email will be sent.

Enter Email Confirm Email

Initial Points

Most coaches will want to make sure the following items are addressed right away. This is provided for your convenience and is not sent to the client.

Express your pleasure in opportunity to speak
Have you ever worked with a coach before? (Chance to explain very briefly that coaching is just a powerful conversation between peers, and learn about any past experiences good/bad with coaching.)
Outline confidentiality limits
Is it ok if I take some general notes about what might be important while we talk and send you a copy by email?
Outline purpose and structure of free call
Any questions before we start?

Initiating Question

Ask one or more of these questions to get the conversation started. This is just for your convenience and is not sent to client.

What is going well for you, and what is going not so well for you in your [life/career/business/relationship/health?] (Area of interest expressed by your client.)
What do you feel your biggest challenges are?
What are your biggest assets and opportunities?
If in 3 months things were vastly improved for you, what would that look like?
What will life be like if things don't change?
What would be most helpful for you with coaching? How do you think I could help you the most?
What would you love to work on with a coach?
Tell me about the most important changes you would like to make in your life...
You mentioned in your email you want [...] I think that's very exciting. Tell me more about why that matters so much to you.

Notes and Ideas*

Record some relevant information and ideas, without including any overly sensitive personal or business details. Both you and the client will get a copy of this.

Final Thoughts*

This will be sent to client, and is meant to be a place for you to express ideas about what could be important for them moving forward and your desire to work with them. This will be sent to client.

Next Steps*

Next steps for clients including any instructions or purchase links. You may include your rate(s) here. This will be sent to client.

Name of Coach*

Put your name here

Coach Email*

Enter Email Confirm Email

Enter the word "success" below to confirm humanity*

The submit button will not appear until you enter the word success into the space.