Coaching works when goals are explicit and measured. This intake checklist surfaces the client's real challenges, constraints and success criteria — so session one starts deep, not with admin.
The 'what have you tried' answer predicts engagement better than any goal list.
Agree on how success is measured before the first session.
Collect payment and scheduling setup before kickoff.
Send it as one smart link — and stop chasing
Chasely turns this checklist into a client-facing page and follows up automatically until every item is done. Your client needs no account. $9/mo, 14 days free.