Write a Coaching Intake and Discovery Process

Design a complete coaching intake and discovery process for the following:

Coaching type: [life / career / executive / health / business / other]
Client source: [referral / inbound enquiry / sales call / corporate sponsor]
Programme being sold: [describe the coaching offer]
Average programme value: [amount]
Typical client type: [describe]
Coach's style: [structured / intuitive / direct / nurturing / other]
Number of clients onboarded per month: [approximate]
Current intake process: [none / basic questionnaire / informal / elaborate]

Design the complete process:

LEAD NURTURE TO DISCOVERY CALL:
- What happens when someone enquires
- Pre-call information to send
- Scheduling and confirmation sequence
- Pre-call questionnaire (design it fully)

DISCOVERY CALL STRUCTURE (60 minutes):

Opening (5 minutes):
- How to set the tone
- What to say in the first 2 minutes
- Making the client feel safe to be honest

Client situation deep dive (20 minutes):
- Questions to understand where they are now
- How to listen beneath the words
- What you are assessing at this stage

Goals and vision (15 minutes):
- Questions to uncover what they truly want
- Distinguishing surface goals from deeper desires
- Creating a vivid picture of success together

Obstacles and history (10 minutes):
- What has been tried before and why it did not work
- Assessing coachability
- Understanding commitment level

Programme presentation (5 minutes):
- How to present your offer as the solution
- Connecting their situation to your programme
- Pricing and logistics

Enrolment close (5 minutes):
- How to invite them to work with you
- Handling hesitation
- Next steps if they say yes / if they need to think

DISCOVERY CALL ASSESSMENT TOOL:
- Is this person a good fit? Scoring framework
- Red flags to watch for
- How to decline gracefully if not a fit

ONBOARDING AFTER ENROLMENT:
- Welcome email sequence
- Client agreement and contract
- Onboarding questionnaire (full design)
- First session preparation guide for client
- What to cover in session one

CLIENT FILE SYSTEM:
- Information to capture before starting
- Session notes template
- Progress tracking document
- End-of-programme documentation