New Client Intake Forms + Effective Three-Way Contracting

What’s included in your Value Pack

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. Effective Three-Way Contracting Guide, Question Sets and Imagery

At its core, effective three-way contracting aims to create a psychologically safe culture for growth and development within an organisation. The benefits can include:

» A clear sense of direction and purpose for the coaching engagement
» Aligned expectations (sponsor/coachee goals, process, responsibilities)
» Increased organisational support and sponsorship of the coaching process
» Joint accountability for the review of the relationship and assessment of progress

Your download includes:

✅ Resource Guide: A complete how-to summary to support you with the three-way contracting relationship.

✅ Roles and Responsibilities:  An extensive list of roles and responsibilities for the Coach, Client (coachee) and Sponsor.

✅ Coaching Questions: More than 40 powerful coaching questions, including pre-session questions, to set both the coachee and sponsor up for the three-way conversation.  A suggested session structure is also included.

✅Imagery and checklist: High-res imagery that shows the relationship between Coach-Client-Sponsor is supplied for use in your coaching materials, workbooks and presentations.

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