What is the structured intake process orienting a new client to coaching, usually completed before or during the first session?

What is the structured intake process orienting a new client to coaching, usually completed before or during the first session?

• A. Mindful Grounding
• B. Onboarding
• C. Fit
• D. Personal Boundaries

Answer: (B)

Onboarding is the structured intake process that orients a new client to coaching and is usually completed before or during the first session. It typically includes collecting essential information, obtaining informed consent and privacy permissions, clarifying the coaching agreement, outlining roles and responsibilities, scheduling logistics, and giving the client an overview of the coaching process and tools. This early setup ensures both client and coach share clear expectations, helps build safety and trust, and makes the first session more productive by having key information ready and goals in view. Mindful grounding is a technique used during sessions to help the client settle and focus; it belongs in-session rather than the intake process. The concept of fit relates to how well the client and coach align, and can be discussed early, but it is not the formal process of orienting and preparing a client. Personal boundaries are important in establishing a healthy coaching relationship, but the term onboarding specifically refers to the structured process of getting the client ready and aligned at the start.

Onboarding is the structured intake process that orients a new client to coaching and is usually completed before or during the first session. It typically includes collecting essential information, obtaining informed consent and privacy permissions, clarifying the coaching agreement, outlining roles and responsibilities, scheduling logistics, and giving the client an overview of the coaching process and tools. This early setup ensures both client and coach share clear expectations, helps build safety and trust, and makes the first session more productive by having key information ready and goals in view. Mindful grounding is a technique used during sessions to help the client settle and focus; it belongs in-session rather than the intake process. The concept of fit relates to how well the client and coach align, and can be discussed early, but it is not the formal process of orienting and preparing a client. Personal boundaries are important in establishing a healthy coaching relationship, but the term onboarding specifically refers to the structured process of getting the client ready and aligned at the start.