Client Onboarding Questions

Printing tip:

When the print dialog opens, tick Background graphics in your print settings if you’d like the coloured header strips to appear in your saved PDF. If you leave it unticked, your plan will still print perfectly cleanly in plain black and white, so either way you’re covered.

First Session Client Discovery Guide | Mindset Coach Academy
Mindset Coach Academy

First Session Client Discovery Guide

Mindset Coach Academy

Client Onboarding Document

How to Complete This Document

  1. Find a quiet space and allow yourself around 20 to 30 minutes to reflect honestly.
  2. Work through each section and answer the questions as fully as you can. There are no right or wrong answers.
  3. Complete the Confidentiality and Commitment section at the end and type your name as your signature.
  4. When you are done, click the Save as PDF button at the bottom of the page.
  5. In the dialog that appears, change the destination or printer to Save as PDF, then click Save.
  6. Email your completed PDF to your coach before your first session date.

Your Details

1
Your Starting Point

Client Snapshot

Helps your coach understand what has brought you here and what matters most to you

1.1 What inspired you to begin coaching at this point in your life?
1.2 What would you most like to change, improve, or achieve?
1.3 What are your top 3 to 5 personal values, and what does each one mean to you?
2
Where You Are Now

Your Current Situation

A clear picture of where things stand right now

2.1 Describe what is happening in this area of your life right now.
2.2 What feels most challenging?
2.3 What feels most positive or supportive right now?
2.4 How long has this been happening?
2.5 If you were to name a belief that might be holding you back, what would it be?
3
Where You Want to Go

Your Desired Outcome

Your vision for where this coaching journey takes you

3.1 What will be different for you as a result of coaching?
3.2 What would success look like across these timeframes?
3.3 What would achieving this make possible for you?

Confidentiality and Commitment

Everything you share in this document and in your coaching sessions is held in the strictest confidence. Your coach is bound by the ICF Code of Ethics and will not share your information with any third party without your explicit written consent, except where required by law.

By adding your name below, you confirm you have completed this document honestly and are committed to engaging fully in the coaching process.

Saving and Sending Your Document

  1. Click the Save as PDF button below to open the print dialog.
  2. Change the destination or printer option to Save as PDF.
  3. Click Save and choose where to save the file on your device.
  4. Email the saved PDF to your coach before your first session date.
Mindset Coach Academy | mindsetcoachacademy.com
Client Onboarding Document | ICF Accredited and Ethically Grounded

Thank you! You are now on a waiting list for Coaches Success Accelerator.