Client onboarding readiness check
Does your onboarding set the right tone from the first click? This check rates intake, consent, portal prep and expectation-setting. Nothing is stored.
The client onboarding readiness check gives your intake process a plain scorecard across four areas: how you gather intake details, how you handle consent, how well your client portal or workspace is prepared, and how clearly you set expectations before the work begins. You answer for each area and read back a picture of where onboarding is already solid and where a client might feel unsure in the first days.
Use the result as a short punch list rather than a grade. A low mark on consent usually points to missing agreements or unclear data handling, while a weak expectation-setting score often means clients arrive without knowing the rhythm, the boundaries, or what happens next. Fix the lowest area first, then run the check again after your next intake to confirm the change landed.
The first hours of a coaching relationship shape trust and reduce no-show and drop-off risk later. A calm, well-prepared start signals that you are organised and safe to work with. When your intake and first sessions live in one coaching workspace, the steps this check rewards become the natural path a new client follows.