Understand the starting point
Ask about the client’s current routine before deciding what would be realistic to add or change.
Check-ins & habits Intake forms
Begin with a clearer understanding of your client.
Build intake forms to understand the client’s goals, current routines and expectations before planning the coaching work.
Every coaching feature is included in every plan. Choose the client and team capacity you need.
Intake forms
Ask before you make a plan.
A useful starting point comes from the client, not a standard assumption. Prepare an intake form that gathers the context you need for the first coaching conversation.
What this makes easier.
Clarify the goal
Learn what the client hopes to achieve and what would make the coaching relationship useful to them.
Set shared expectations
Bring questions about support, time and priorities into the conversation before you begin planning.
Intake forms
How it fits your coaching day.
A practical way to use this capability in your coaching.
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Choose essential questions
Identify the information you need to understand the client’s starting point.
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Build the intake form
Write clear questions about the priorities and expectations that matter for your work.
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Discuss the answers
Use the responses to guide your first conversation and agree on an initial direction.
Check-ins & habits
A starting point, with room to change.
An intake form prepares the conversation. Ask follow-up questions when an answer is unclear or expectations differ.
The client’s circumstances can change after the first meeting. Return to the agreed direction through your ongoing coaching conversations and check-ins as needed.
An example in practice
An illustrative intake outline
- Starting point
- Describe your current routine
- Direction
- What would you like to work towards?
- Expectations
- What support would be useful?
Use the answers to prepare your first coaching conversation.
A little more detail.
Can I prepare my own intake form?
Yes. Mentorper includes an intake form builder for the questions you want to ask when starting a coaching relationship.
Does an intake form control app sharing?
No. Clients choose which areas of their app information to share. Asking a question does not replace those sharing choices.
Mentorper
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