Collecting and evaluating client information - coaching business

Initial information

From the first contact, if you have not been in contact before, you need to obtain basic information about the customer and even obtain a printed questionnaire:

• Name

• Address

• Home phone number

• Telephone number

• Fax number

• E-mail address.

• Website.

If the customer is an employee, you also need to know:

• Company name and address

• Telephone number

• Fax number

• E-mail address

• Web site

Contributor: Here are some key questions to discuss with clients. The areas you focus on will depend on the type of training you have with them, as well as what they are most interested in.

Next, let's take a look at some issues that you probably won't discuss directly with your client, but that affect areas you'll need to know about to get the right training. If appropriate, you can explore these during the coaching relationship.

Professional life:

• What do clients do?

• What do you think of your work?

• What are the interests you seek to achieve in your work?

• What have you done to protect your career?

• What are you doing to develop it?

• Do you feel stuck?

• Do you have any regrets?

• Does your job bring you the income you need?

Interpersonal relationships: The quality of relationships reflects the quality of life and happiness of the client:

• What kind of relationships do clients have?

• Were you married?

• Do you have a family?

• Do you have many close friends?

• Who do you feel closest to?

• Are you satisfied with your relationships?

Health and energy status: Physical condition and energy levels are important:

• How are you doing?

• How do you live a healthy life?

• Are you concerned about your health?

• Are you feeling well?

• How is your energy level?

Financial situation:

• What do you think of the amount?

• Are you satisfied with what you earn?

• Do you have savings to deal with an unexpected crisis?

• How do you take care of your financial security?

Objects and values:

• What do you expect from life?

• What is important to you?

• What do you do to achieve your goal?

• Why do you do what you do?

Wills regarding Personal Growth, Critical Balance and Spiritual Growth:

• What kind of spiritual life do you have?

• What do you invest in for your growth?

• How do you contribute to society?

Other hobbies and interests:

• What are your hobbies?

• What do you like to do to relax?

• What are you reading?

• Is your hobby shared or isolated?

Most pressing question:

• Why did you seek coaching?

• What do you want to get out of coaching?

• What do you think a coach can do for you?

Wheel of Life:

• This tool is used to evaluate the client's level of satisfaction in all aspects, these are not absolute values, just satisfaction. Sometimes a person earning 40,000 a year is more satisfied financially than a millionaire.

• The aspects are: physical environment, health, work, relationships, love, personal growth, finances, hobbies and fun.

Unofficial review:

It is important not to judge, endorse or condemn, it is important to allow the coachee to be who they are:

• How do you see, hear and feel the world?

• How do you explain your experience?

• What is your dominant state of mind?

• What is your attitude toward others?

• How do you see your rights and responsibilities?

• Which do you think is more important?

• How do you look?

• What clothes do you wear?

It is important not to judge, agree or condemn, it is important to allow the coachee to be exactly who he/she is:

• What gestures do you use?

• What is your voice?

• Is it high pitched or low?

• Do you speak slowly or fast?

• What are the typical language patterns you use?

• What words or phrases do you usually use?

• What eye movements are common to you?

• How much eye contact do you make?

Are there other ideas that may help you better understand the compilers and what they think:

• Are you reckless or cautious?

• Do you step back and think before you act?

• Do you speak in general terms or pay attention to details?

• Are you interested in ideas or are you more realistic?

• To what extent do you depend on the opinions of others?

• How much do you care about feedback?

Initially, the client may come to the coach frustrated and unhappy, who will describe their situation in metaphors. They will say they are trapped, perhaps imprisoned, prisoners who cannot break free [kinesthetic metaphor]. Others will tell you that they can find no way out, or that they see no solution, or that their horizon is too narrow [visual metaphor]. Auditory metaphors are less common, but we heard someone say that they felt that everyone was shouting at them simultaneously.

A relationship with the client emerges, which leads them to a different representational system. Someone who tells you they feel stuck, looks at their situation from a different angle. Or for someone who sees no way out and imagines taking steps forward.