Which term best describes the initial steps to bring a client into the coaching relationship with agreements and logistics?

Which term best describes the initial steps to bring a client into the coaching relationship with agreements and logistics?

• A. Onboarding
• B. Sustained Presence
• C. Coaching Agreement
• D. Fit

Answer: (A)

Onboarding describes the process of bringing a client into the coaching relationship, including the agreements and logistics that set up the engagement. It covers the intake, consent and confidentiality, scope of practice, roles and responsibilities, session cadence, fees, platform or format, and expectations, ensuring both parties are clear before coaching begins. The coaching agreement is a key part of onboarding, but onboarding is broader and encompasses all the steps needed to start the relationship. Fit focuses on whether the client and coach are a good match and is usually assessed earlier, while sustained presence isn’t the standard term for this initial setup.

Onboarding describes the process of bringing a client into the coaching relationship, including the agreements and logistics that set up the engagement. It covers the intake, consent and confidentiality, scope of practice, roles and responsibilities, session cadence, fees, platform or format, and expectations, ensuring both parties are clear before coaching begins. The coaching agreement is a key part of onboarding, but onboarding is broader and encompasses all the steps needed to start the relationship. Fit focuses on whether the client and coach are a good match and is usually assessed earlier, while sustained presence isn’t the standard term for this initial setup.