Coach Toolkit
Client Intake Screen
For coaches. Go through these questions with a new client before they start. You'll get a short list of anything that needs a conversation, and what to do next.
Nobody is shamed or blocked for an answer.
A yes means a conversation, and often a note from their doctor. It doesn't mean no.
Nothing on this page is stored or sent. Answers disappear when you close or refresh the page.
Summary
If a client is ever in crisis, they can call or text 988 (Suicide & Crisis Lifeline, US), any time. In an emergency, call 911.
For coaches
- Run it live on your first call. Read each question out loud in a calm, normal voice. It's a routine check, not a test.
- For any flag, thank them for telling you, explain why it matters, and agree the next step together (often a doctor's note).
- Copy the summary into your private client notes. Keep client health information private and share it only with their written permission.
- From the Weight Loss Coach Certification, Lessons 10.1–10.4 (screening and knowing when to refer).
Want a coach to walk you through it?
Free Call — Let's ChatNo pitch. We'll talk about where you're stuck and whether this is a fit.