Get your coaching practice organized and client-ready with this bundle!
This package includes:
Fillable Client Intake Form (PDF): Easy for clients to complete digitally.
Coach Instructions & Licensing Guide (PDF): Helps you maximize use and stay compliant.
The Intake Form Covers:
Client contact info
Time zone and session logistics
Coaching preferences
Billing and payment details
Core coaching agreements (confidentiality, cancellations)
The Instructions Include:
When and how to send the form
How to review client responses before the first session
Usage rights and licensing information
Important Notes:
For personal coaching use only.
Redistribution, resale, or editing of this product is prohibited.
Visit TalentRefinement.com for editable versions and more coaching tools.
What's Included (File Details)
What's Included (File Details)
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Coaching_Intake_Form_CR_Fillable.pdf (Fillable client form)
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Coaching_Intake_Form_Instructions_CR.pdf (Coach instructions and licensing)
Files are delivered in a ZIP folder for easy download.
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