First Coaching Session Template

Start your coaching sessions correctly using the First Coaching Session Template. A structured guide for effective and goal-oriented initial sessions.

By Joshua Napilay on Jun 20, 2024.

Fact Checked by Nate Lacson.

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First Coaching Session Template PDF Example
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What is a First Coaching Session Template?

A First Coaching Session Template is a valuable resource designed to assist coaches and practitioners in conducting successful initial coaching sessions with their clients. The template is a structured guide, ensuring the session covers essential aspects and sets a strong foundation for the coaching relationship.

The primary purpose of this template is to facilitate a smooth and efficient introduction between the coach and the client. It typically includes various sections that cover crucial elements of the coaching process. These sections may include:

  1. Introduction and Icebreaker: This section helps establish rapport and trust between the coach and the client. It may involve some light conversation to break the ice and create a comfortable environment.
  2. Goal Setting: Setting clear and achievable goals is fundamental in coaching. The template may provide prompts and questions to help clients identify their objectives and aspirations.
  3. Assessment: This section might include assessments and exercises to gain insight into the client's current situation, strengths, and areas for improvement.
  4. Expectations and Boundaries: Clarifying the coaching process, confidentiality, and expectations from the coach and the client is crucial to avoid misunderstandings later on.
  5. Action Plan: The template might outline steps for creating an action plan, which serves as a roadmap for the client's progress and development.
  6. Follow-Up: Including a follow-up section ensures that the coach and client establish a plan for regular check-ins and progress reviews.

It is also important to let the client know that all information is confidential, and that what is said in the session, stays in the session. It's important to remind your clients that you're here for them, and that you're here to help them achieve their goals.

Using a enables coaches to create a consistent and organized approach for initial client interactions. It addresses vital topics, establishing a strong foundation for the coaching relationship. The template is adaptable to various coaching styles, specialties, and client requirements.

For that offers tools and templates for coaching sessions, you can check out Carepatron. This software aims to streamline and enhance the coaching process, making it easier for coaches to focus on their client's growth and development.

Looking for a useful intake form? Check out our video below:

Printable First Coaching Session Template

Download this First Coaching Session Template to organize your coaching sessions.

How does it work?

Using the First Coaching Session Template is a straightforward and effective process that provides coaches with a structured framework to conduct successful initial coaching sessions with their clients. By following the steps outlined below, coaches can ensure a comprehensive and meaningful engagement with their clients:

Access the Template

Coaches can readily access the First Coaching Session Template from various sources, including reputable practice management software like Carepatron or coaching organizations' online resources. This template saves time and effort in creating a session plan from scratch.

Customize for Specific Clients

The template is often available in downloadable and printable formats, allowing coaches to customize it to suit each client's unique needs. Coaches can establish a more intimate and individualized connection by personalizing the template with the client's name, session date, and other relevant details.

Introduction and Icebreaker

The coaching session begins with an introduction, where the coach establishes a professional demeanor and welcomes the client. The icebreaker section creates a comfortable and open environment, easing initial nervousness or apprehension.

Goal Setting

Goal setting is key in coaching. The template's section can help clients define their objectives, ensuring the coach and client are on the same page.


The assessment section helps coaches understand clients' strengths, challenges, and areas for improvement. This helps tailor coaching to their needs.

Expectations and Boundaries

Coaches need to set clear expectations and boundaries to ensure a smooth coaching journey. A template can help clarify the coaching process, confidentiality measures, roles, and responsibilities. This fosters mutual understanding between the coach and the client.

Action Plan

Coaches can create an action plan with steps and timelines to help clients achieve their goals. The plan serves as a roadmap for progress.


The template includes a follow-up section for regular check-ins and progress reviews to keep clients motivated and on track.

First Coaching Session Templates Example (sample)

The First Coaching Session Templates PDF is a valuable tool that provides coaches with a structured and comprehensive resource for conducting successful initial coaching sessions. With a professional layout and clear section headings, this template ensures a smooth coaching experience for coaches and clients.

Starting with an "Introduction and Icebreaker," the template guides coaches on creating a comfortable and welcoming environment by introducing themselves warmly and using an icebreaker activity.

The "Goal Setting" section offers thought-provoking questions and prompts, helping clients clearly articulate their goals, aspirations, and desired outcomes.

In the "Assessment" section, coaches find valuable tools and exercises to gain insights into the client's current situation, strengths, challenges, and potential areas for improvement.

The "Expectations and Boundaries" section clarifies the coaching process, confidentiality measures, and mutual expectations to establish a clear understanding between coach and client.

In the "Action Plan" section, coaches collaborate with clients to create a detailed, actionable plan with specific steps and realistic timelines.

Lastly, the "Follow-Up" section emphasizes the importance of scheduling regular check-ins and progress reviews to provide continuous support and maintain accountability.

Download this First Coaching Session Template Example:

First Coaching Session Templates Example (sample)

When would you use this Template?

The First Coaching Session Template is particularly useful in various scenarios when coaches need a structured and well-organized approach for conducting their initial coaching sessions. Here are some specific situations where using this resource proves beneficial:

  1. New Coaching Engagements: For coaches starting with new clients, the template provides a clear and systematic process to follow during the first session. It helps them create a positive first impression, build rapport, and establish a strong foundation for the coaching relationship.
  2. Goal-Oriented Coaching: Coaches who emphasize goal-setting and action planning will find the template invaluable. It guides both coach and client through setting clear and achievable objectives, ensuring a purpose-driven coaching journey.
  3. Time-Efficient Sessions: In situations where time is limited, the template is a time-saving tool. Coaches can follow the structured layout to cover essential topics efficiently, maximizing the impact of the initial coaching session.
  4. Enhanced Professionalism: The First Coaching Session Template elevates the professionalism of coaching engagements. It ensures coaches cover all essential elements methodically, projecting a polished and well-prepared image to their clients.
  5. Building Trust and Rapport: The template includes an "Introduction and Icebreaker" section, particularly useful for coaches prioritizing building trust and rapport with their clients. The icebreaker activities create a comfortable and open atmosphere for meaningful client-coach interactions.
  6. Guiding Specialized Coaching: Coaches in specific fields, such as career, health, or relationship coaching, can tailor the template to suit the unique requirements of their specialty. This ensures that the coaching sessions effectively address their client's specific needs.
  7. Ensuring Consistency: Experienced coaches can benefit from using the template to maintain consistency in their coaching practice. It is a helpful reminder of critical elements to address during the first session, preventing oversights due to routine or complacency.


Using the Free First Coaching Session Template offers several advantages for coaches and their coaching engagements:

Structured Approach 

The template provides a clear and structured approach for coaches to conduct initial coaching sessions. It ensures all essential aspects are covered, leading to more organized and efficient sessions.


Coaches can save time using the pre-designed template, eliminating the need to create a session plan. This allows them to focus on preparing for the client and tailoring the template to meet individual needs.

Professional Image

The template's professional layout and well-organized content help coaches present a polished and prepared image to their clients. It enhances the perception of professionalism and competence in their coaching practice.

Goal-Oriented Coaching

The template emphasizes goal setting and action planning, ensuring coaches and clients align their objectives. This goal-oriented approach sets the stage for a focused and impactful coaching journey.


With the template's customizable format, coaches can tailor the content to suit each client's unique needs and preferences. This personalized approach fosters a stronger connection and ensures the coaching session is relevant and meaningful to the client.

Building Trust

The "Introduction and Icebreaker" section helps coaches establish rapport and build trust with their clients immediately. Icebreaker activities create a comfortable environment, encouraging open communication and client engagement.

Using the Free First Coaching Session Template streamlines the coaching process, enhances professionalism, and provides coaches with a valuable tool to conduct effective and impactful initial coaching sessions. It empowers coaches to focus on their client's growth and development while ensuring a structured, goal-oriented approach to coaching engagements.

Practice management software positive feedback

Research & Evidence

The history of the First Coaching Session Template can be traced back to the evolution of the coaching profession itself. As coaching gained recognition as a distinct discipline, practitioners sought ways to standardize and optimize their coaching practices. This led to the developing of various coaching tools and resources, including session templates, to enhance the coaching experience for both coaches and clients.

Research and evidence supporting the use of coaching templates like the First Coaching Session Template have emerged from multiple sources:

  • Coaching Associations and Organizations: Prominent coaching associations and organizations have researched coaching practices, methodologies, and tools. They have recognized the importance of structured coaching approaches and recommended using session templates to improve coaching effectiveness.
  • Peer-Reviewed Studies: Research studies on coaching methodologies and approaches have explored the impact of structured coaching sessions on client outcomes. These studies have highlighted the benefits of goal-setting, action planning, and building trust in early coaching interactions, all encompassed in the template.
  • Professional Experience and Best Practices: Experienced coaches have contributed to developing and refining coaching templates through their practical insights and best practices. Their input has influenced the design of the First Coaching Session Template, making it a comprehensive and valuable resource.
  • Client Feedback and Testimonials: Coaches implementing the template in their practice often receive client feedback regarding its effectiveness. Positive client testimonials and feedback are anecdotal evidence of the template's impact in creating successful coaching relationships.
  • Coaching Industry Standards: Coaching templates, including session templates, have become a standard practice in the coaching industry. They are recommended by coaching training programs and integrated into practice management software, emphasizing their proven value.

Why use Carepatron as your First Coaching Session Template app?

Using Carepatron as your First Coaching Session Template app offers several compelling reasons that make it the best choice for coaches:

  1. Comprehensive Practice Management Software: Carepatron is not just a First Coaching Session Template app; it is a comprehensive practice management software tailored to meet the needs of coaching professionals. It provides a centralized platform for managing clients, appointments, notes, and templates all in one place.
  2. User-Friendly Interface: Carepatron boasts an intuitive and user-friendly interface, making it easy for coaches to navigate and utilize its features effectively. The First Coaching Session Template app is designed to be accessible and efficient for coaches of all experience levels.
  3. Customizable Templates: Carepatron allows coaches to personalize their First Coaching Session Template software to align with their unique coaching style and specialty. This flexibility ensures the template perfectly fits each coach's and client's needs.
  4. Secure and Confidential: As a platform dedicated to healthcare and wellness professionals, Carepatron prioritizes data security and confidentiality. Coaches can trust that their client information and coaching sessions remain private and protected.
  5. Seamless Client Management: Carepatron streamlines client management with features like appointment scheduling, progress tracking, and client communication. The First Coaching Session Template software seamlessly integrates with these functions, offering a cohesive experience for coaches and clients.
  6. Evidence-Based Practice: The platform's emphasis on evidence-based practice aligns with the best practices in coaching. Coaches can use Carepatron's resources and features to implement research-backed methodologies in their sessions.
  7. Continuous Support: Carepatron offers excellent customer support and ongoing updates to enhance the user experience continually. Coaches can rely on prompt assistance and access to new features and improvements as the platform evolves.
  8. Multi-Device Accessibility: Coaches can access Carepatron and their First Coaching Session Template software from various devices, such as desktops, laptops, tablets, and smartphones. This flexibility allows them to stay connected and productive on the go.

Practice Management Software


  1. Bijan. (2023, March 9). Your first coaching - 5 Facts Checklist 2023. Coaching Online.
  2. Evercoach - By Mindvalley. (2022, October 7). Coaching Templates - Evercoach - By Mindvalley. Evercoach - by Mindvalley.
  3. Fedor, A. (2023). 10 best Coaching Plan Templates. Artists in Business.
  4. First Coaching Session Template | PDfFiller. (n.d.).
  5. First-Coaching-Session-Template-by-Evercoach. (n.d.). Scribd.
  6. Practice. (2023). A Free First Coaching Session Template to Start Your Program Off Right. Practice.
Who uses the First Coaching Session Template?
Who uses the First Coaching Session Template?

Commonly asked questions

Who uses the First Coaching Session Template?

The First Coaching Session Template is used by coaches from various specialties, including life, career, health, business, relationship, executive, and academic coaches.

Are there resources available for coaches to learn more about using the First Coaching Session Template effectively?

Coaching organizations, training programs, and online platforms often provide resources, tutorials, and guides on effectively using coaching templates, including the First Coaching Session Template. Coaches can access these materials to enhance their understanding and implementation of the template.

Can the First Coaching Session Template be shared with clients?

While coaches can use the template as a guide during the session, sharing the entire template with clients is optional. Coaches may provide clients with a summary or key takeaways from the session instead.

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