Coaching Intake & Partnership Agreement

Purpose: To clarify what you're hoping to get from coaching, how we’ll track progress, and what support looks like for you.

First name

Last name

Section 1: Coaching Expectations

What motivated you to begin coaching at this time?

What are the top 2–3 things you’re hoping to gain or improve through coaching?

Have you worked with a coach or support professional before? If so, What worked, or didn’t work, for you?

What do you need most from me as your coach to help you succeed? (e.g., structure, encouragement, challenge, accountability)

Are there any topics or areas that feel off-limits or particularly sensitive for you right now?

Section 2: Measuring Progress

What would visible progress look like for you in the next 4–6 weeks?

How will you know if coaching is helping? What signs or changes would you be happy to see??

What’s your preferred way of checking in on progress (e.g., informal reflection, structured review, metrics, journaling)?

If you start to feel stuck or uncertain about progress, how would you like me to support or respond?

Section 3: Working Together

What’s the best way to keep our sessions focused and valuable for you?

What should I do if I notice patterns that may be holding you back? Would you prefer direct feedback, questions, or reflection time?

How do you want to be held accountable between sessions, if at all?

Closing Reflection

Thank you for sharing your thoughts and intentions. This is a judgment-free space, and everything you’ve shared will help me support you in a way that feels aligned, sustainable, and meaningful.

Coaching is not about having all the answers, it’s about creating space to explore what matters most to you and build strategies that honor your real capacity.

I’m here to support you through that process.

Before You Submit

I understand that coaching is a collaborative, non-clinical relationship focused on reflection, growth, and action.

I understand that coaching is not therapy or medical care, and I will seek outside support if I need it.

I understand that sessions are confidential, except where legally required (e.g., risk of harm).

I agree to show up with openness, take responsibility for my progress, and communicate honestly.

I understand that session cancellations require 24 hours’ notice, and late cancellations may result in a forfeited session.

Signature

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