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Initial Connection Call Template

The Initial Connection Call Template is designed to help professionals establish and maintain meaningful connections with their clients. This template provides a structure that helps ensure that each conversation is intentional and meaningful, and that each client feels heard and understood.

By using this template, professionals can create a solid base of trust with their clients, while also ensuring that the conversations are productive and focused. The template includes prompts that will help you ask the right questions and listen actively to the answers. This will help you to learn more about your client's needs and goals, so that you can provide better guidance and support.

At the end of each conversation, you can ask your client to provide feedback on the session, so that you can adjust the template to better meet their needs. This template can also be used as a starting point for more detailed conversations about a client's needs and goals.

Using the Initial Connection Call Template will help you to develop stronger relationships with your clients and provide better guidance. This will help ensure that your clients are satisfied with the service you provide and that you are able to meet their needs.

Initial Connection Call Template

  1. How did you hear about me?

  2. What are you looking for in a coaching relationship?

  3. If you were referred by someone, feel free to let me know who

  4. Have you ever worked with a coach before?

  5. What are the recent challenges you are going through?

  6. Is there anything else I should know before we talk?

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