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Try using some these 18 powerful, in-depth life coaching questions during your intake process with new clients. They’ll save time on those initial “getting to know you” conversations and give both you and your clients valuable insights—and a strong start to the coaching journey.
I’ll also show you how to enrol your clients in the benefits of answering these questions and share a sample introduction.
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Asking new clients to answer the following life coaching questions as part of your intake process is a fabulous time-saving and efficient way of quickly getting to know them and help identify what issues may need to be addressed and/or goals to set.
I've had feedback from clients that considering and answering these questions was really valuable in helping them get clarity on where they are and where they want to go with coaching. It added depth to what we may have briefly discussed during their Discovery Session.
Of course you don’t have to stick exactly to the life coaching questions I've suggested, or use them all, so feel free to add your own version which might be relevant to your coaching style, niche or specialty.
I'll also show you further down this page, when and how to introduce the questions to the client.
Here are my 18 Intake Questions to adapt and use as part of your intake process. They are open ended questions, requiring more than a simple Yes or No and may be challenging for the client and require thoughtful and revealing answers.
A client may choose not to answer a specific question. Don't force it. Just gently question for the reason they are reluctant to answer with no pressure, or leave it alone. You can always mention it at a later, appropriate, time further down the coaching journey.
You can download these Life Coaching Intake Questions in Microsoft Word in a form to give your new client.
I recommend sending them a Microsoft Word document (or similar editable format). This is easier for clients to fill out directly on their device and send back, without needing to print anything. Alternatively, you could use Google Forms to create your own questionnaire.
The editable form provides for the client to be able to add an answer as long or short as they wish and email or bring the form back to you.
Keep a copy of the answers in the client's file so you have a record of the progress and changes during the coaching process.
Building rapport with your new client can start with how you present the benefits of answering the 18 life coaching questions.
To reduce any resistance—especially when asking possibly confronting questions before the first session—it’s important to explain the benefits of completing them.
To make that easier, I’ve written this sample introduction to the life coaching questions that you can adapt to suit your style.
Hi ........
"I'd like you to reflect on the following life coaching questions about yourself. They help me get to know you better, save session time and can really get your coaching to get off to a powerful flying start.
Answer what you can the best you can. Even if you find some of these thought-provoking questions challenging, try and answer them anyway.
The answers will allow me to get to quickly get to know you better and enable me to coach you more powerfully. The answers may also give you some great insights into yourself you hadn't realized.
There are no rights or wrongs. Your answers can be as long or short as you like. The purpose is to give us an overview of where you are at in your life/business/profession and to get you thinking forward.
We will debrief your answers, as necessary, at our first session."
The best time to explain the intake questions is at the end of a successful life coaching Discovery Session when you set the date for the first official session. Explain the benefits, and ask them to save time to send the answers back before the first session.
Of course, some clients might not send their answers before the session. If so you can go through the questions with them during the session and fill out the form yourself.
It’s also helpful to send a quick text reminder about the session time and the questions.
If you’re unsure what to include in your welcome letter, check out my sample Welcome Letter for New Clients for tips and an example to work from.
My welcome letter included:
I hope these intake Life Coaching Questions and my suggestions have given you some good strategies for easily getting to know the client in that first important session. If you think of another great question to ask, please do let me know using my contact form.
If you find it a challenge thinking of the right questions to ask in any coaching situation, 555 Powerful Questions for Coaching, Mentoring and Leading at Work by Mauricio Vasquez is a handy book to invest in for all areas of coaching.
You can have a peek in the book before a session with a client, when you know certain issues are going to come up, and find some relevant powerful questions to ask.
The book is divided into numerous sections for questions in various coaching situations, such as Action, Accountability, Goals, Change, Decisions and so on.
I have written a wide range of informative books (all from my own 25+ years experience) that will help you to authentically attract new quality clients, increase your coaching skills and promote your coaching services.
100% Satisfaction or Your Money Back
I am sure you will get real value from each of these books. However, if within 30 days of purchase you are not 100% completely satisfied, you will receive a full 100% refund.