Paradigm 🪁Is there an intake process before starting coaching?

Embarking on a coaching journey can feel like stepping into the unknown. Whether you’re seeking personal growth, career advancement, or improved well-being, one question often arises: Is there an assessment or intake process before coaching begins?

The short answer is YES—most reputable coaches use a structured intake process to set the stage for success. Let’s explore why this matters and what it typically involves.

WHY DO COACHES USE AN INTAKE PROCESS

Think of the intake process as the “foundation” of your coaching relationship. Just as architects assess a site before building, coaches use this phase to understand your unique needs, goals, and challenges. This step ensures the coaching experience is tailored, effective, and aligned with your expectations.

KEY COMPONENTS OF A COACHING INTAKE PROCESS

Here’s what you might encounter before your first official session:

1. Initial Consultation

A free or low-cost discovery call to discuss your goals and determine if you and the coach are a good fit.

Questions like, "What brings you to coaching?” or "What do you hope to achieve?” help clarify your vision.

2. Intake Forms or Questionnaires

Detailed forms covering your background, strengths, challenges, and preferences.

Example prompts:

“Describe a recent challenge you’ve faced.”

“What does success look like for you in 6 months?”

3. Goal-Setting Dialogue

A collaborative conversation to define SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound).

This ensures both you and the coach are on the same page from day one.

4. Compatibility Check

Coaching thrives on trust. The intake phase lets you gauge the coach’s style, personality, and approach.

Ask yourself: “Do I feel heard and respected?”

5. Assessments or Tools

Some coaches use personality tests (e.g., Myers-Briggs) or strengths assessments (e.g., Gallup CliftonStrengths) to deepen insights.

These tools help personalize strategies for your growth.

BENEFITS OF A THOROUGH INTAKE PROCESS

Personalization: No two clients are alike. Assessments ensure your coaching plan reflects YOUR unique needs.

Clarity: Clearly defined goals prevent wasted time and keep sessions focused.

Trust Building: Open dialogue early on fosters a stronger coach-client relationship.

Accountability: Baseline assessments (e.g., self-rated satisfaction scales) let you track progress over time.

WHAT IF A COACH DOESN'T DO AN ASSESSMENT

While not all coaches follow the same process, skipping intake altogether could be a red flag. Without understanding your background or goals, sessions may lack direction. If a coach jumps straight into advice-giving without listening first, ask yourself if they’re truly invested in YOUR growth.

EMBRACE THE PROCESS

The intake phase isn’t a test—it’s a collaborative warm-up. By sharing openly, you empower your coach to guide you effectively. Remember, this step is as much about you evaluating the coach as it is about them learning about you.

A thoughtful intake process sets the tone for transformative coaching. If you’re seeking a coach, prioritize those who invest time in understanding you upfront. Ready to take the leap? Use the intake phase to ask questions, voice concerns, and start building momentum toward your goals.

YOUR journey begins long before the first session—embrace it!

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Looking for a coach who values your unique story? Seek professionals who emphasize structured assessments and personalized planning. Your future self will thank you!