New Client Intake Forms + Goal Setting Templates

What’s included in your Value Pack

What’s included in your Bundle

1. New Client Intake Forms and Coaching Questions

 The carefully curated questions in these forms help ensure you capture insights across the three foundational areas essential to good contracting:

 » Personal insights and clear goals for the coaching engagement (outcomes)

» Expectations, nature, and tone of the coaching engagement (psychological)

» Details on procedures and how the coaching experience will work (process)

 Your download includes:

✅ Resource Guide: Details and instructions on how to use client intake forms

✅ Coaching Questions: More than 35 coaching questions for coaches to help guide the onboarding process for new clients

✅ New Client Intake Form – short version, 12 questions (Microsoft Word + PDF): Simply add your brand and send the form to your coachee to complete before your first coaching session.

✅ New Client Intake Form – long version, 35 questions (Microsoft Word + PDF): This extended form builds on the foundation of the short form, with 35 carefully curated questions to help form the basis of your initial ‘meet-and-greet’ or as a guide for your first formal coaching conversation. The options are over to you!

2. Goal Setting Templates, Planners, Reflection Guides and Imagery

Learning the importance of goal setting, and creating habits to support the process, is one of the most powerful defining factors in determining success.

SMART Goals:

» Provide a process for goal setting this is supported by a detailed action summary

» Help align focus and sustain momentum
» Promote a sense of self-mastery and achievement

 Your download includes:

✅ Resource Guide: Instructions on how to use the resources

✅ Coaching Questions: Questions to help guide the formation of SMART goals. Great resource for coaches, facilitators and people leaders.

✅ SMART Goal Exercise (Microsoft Word): Questions to help shape SMART goals. Simply add your brand and send to your coachee to complete

✅ Goal Action Plan (Microsoft Word): Template to map the details of each goal, including the specific action steps needed to progress the goal.

✅ Yearly Goal Planner Template (Microsoft Word): Template to map your activity for the year (12-month view). What needs to happen, and when, to achieve your goal(s)?

✅ Quarterly Goal Planner Template (Microsoft Word): Template to map your activity for the quarter (3-month view). What needs to happen, and when, to achieve your goal(s)?

✅ Monthly Goal Planner Template (Microsoft Word): Template to map your activity for the month. Define your focus and create a checklist for each of your key goals.

✅ Monthly Reflections (Microsoft Word): Reflection template to capture insights and learnings from the month to feed into the next monthly plan.

✅ Image files (PNG): Image files of the SMART Goals Model for you to add directly to presentations, workbooks or internal documents as needed (two versions, navy blue and colour)

Please note: By completing your download you are agreeing to be bound by our Coaching Tools Shop licensing terms. See coachingtoolsshop.com/legal