Client intake

• Note
• Coaching tools
• 1 blank to fill

Intake: Name

**Client:** Name
**Why now:** 
**Goals:**
- 
**Past attempts:**
**Support system:**
**Success looks like:** 

About this template

First session.

Category

Coaches and consultants

Pack

Coaching tools

Type

Note, a longer document

Asks for

Name

Use it anywhere you write: email, chat, a document or a support tool. If you send it often, save the finished text as a snippet in ClipBuddy and paste it again from your clipboard history with ⌘⇧V.

Intake: {{Name}}

**Client:** {{Name}}
**Why now:** {{cursor}}
**Goals:**
- 
**Past attempts:**
**Support system:**
**Success looks like:** 

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