Crafting a New Client Onboarding Form for Career Coaches
Let’s delve into the essential components of a new client onboarding form tailored specifically for career coaches
1. Personal information and professional background
Basic information
Career snapshot
Expectations and objectives
2. Vision clarification
Goal definition
Long-term vision
Identifying obstacles
3. Communication preferences and expectations
Preferred communication style
Feedback mechanism
Setting boundaries
4. Coaching agreement and terms of engagement
Scope of services
Confidentiality and privacy
Terms and conditions
5. Job search and transition assistance
Offer a section for clients to submit their resumes
Read the blog post for more questions you must include in an experienced clients’ form!
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