What the checklist helps you do
The checklist gives you a simple session flow. It is not a script. It helps you stay grounded while you listen, ask better questions, and choose the next step with the client.
Start the conversation with more direction
Set the tone, explain the flow, and help the client know what to expect.
Understand why this matters now
Move past the surface goal so you can hear what is actually driving the client’s decision.
Reflect and recommend a path forward
Bring the session together so the client understands what you heard, what matters most, and what the next step should be.
Get the checklist
Enter your name and email, and I’ll send the checklist to your inbox.
You can unsubscribe anytime. I’ll only send practical tools and updates related to trainer education.
How to use it
Read through it once before your next intro session. You do not need to use every line or follow it word for word. Start with the pieces that help you understand the person in front of you.
1. Use it before the session
Review the flow so you know where the conversation is going.
2. Use it during the session
Let it guide what you listen for: the goal, why now, what is getting in the way, and what kind of support the client may need.
3. Use it after the session
Write down the main notes, send a short follow up, and keep the next step from getting lost.
Questions
Quick answers before you download.
Is the checklist free?
Yes. The Intro Session Checklist is free. Enter your name and email, and I’ll send it to your inbox.
What should I use after the checklist?
If you want a deeper tool for the consult itself, use the Intro Session Worksheet. If you want help applying the checklist to your own sessions, book a coaching call.
Is this a script?
No. Use it as a guide, not a script. The goal is to help you stay grounded and listen better, not make every intro session sound the same.
Can I unsubscribe anytime?
Yes. Every email includes an unsubscribe link.
Can I use it on my phone or iPad?
Yes. You can view it on a phone or tablet, or print it if you prefer writing notes by hand.