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Checklist

The new client onboarding checklist

How to use this checklist

Publish this for coaches who want new clients to start with a clear goal and a working rhythm. It turns a loose start into an agreed plan.

What is inside

Before the first sessionAgreement signed: The length of the engagement, the fee and the cancellation terms, in writing.
The first sessionOne main goal: A single result the client wants in this engagement, said in their words.
The working rhythmSession length and frequency: For example sixty minutes every two weeks, and what happens when one is missed.
Measuring progressA simple tracker: One shared sheet with the goal, the number each fortnight and the actions taken.
What happens nextA one page note of the goal, the rhythm and the first actions, shared after the first session.

Three title ideas for your own version

The new client onboarding checklist
How to start a coaching engagement
First two weeks with a coaching client

Where to promote it

LinkedIncoaching communitiesnewsletterspodcasts

What should a coach agree with a new client?

One goal with a number attached, the starting point, how often you meet, how to reach you between sessions and how progress will be tracked.

Make this checklist your own

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