Tools · Worksheet
Client intake worksheet
One question before they book, a handful at the first session. Pick your kind of work and print the sheet to fill in together, or to keep beside you while you talk.
What intake questions should you ask? explains why it’s one question first and the rest in conversation.
Name
Date of the first session
What do you want to work on?
Asked at booking. Read the answer back to them and ask what’s changed.
What made you book now, rather than six months ago?
What have you tried before, and what happened?
What would a good result look like in three months?
What might get in the way: time, money, the people around you?
How do you like to hear feedback: straight, or with the context first?
The first question is asked at booking
On WorkWith, the question you choose sits on the booking sheet, and the answer arrives with the booking, so you’ve read it before you meet.
Claim your name →© WorkWith. This is yours to use in your own practice, edit as you like and hand to your clients. Please don’t resell it or share the file itself; send people to workwith.page/tools instead.