Client intake & session prep prompt pack

Pack

Walk into every session prepared and professional.

$47.00

value

Get this prompt pack

The problem

New client signs up. You need an intake form, session prep notes, a symptom timeline, and a first-call agenda.
You stare at a blank Google Doc. Again.
What questions are safe to ask? What crosses the line?
How do you organize scattered symptom information without diagnosing?
You spend three hours building an intake form. Still not sure if it's right.

This pack builds your intake system in 12 minutes.

What you get

13 AI prompts covering every stage of client intake and session prep: comprehensive intake questionnaire (40+ symptoms), lifestyle audit, emotional wellness screener, symptom timeline builder, pre-session prep checklist, client symptom summary, first-session agenda, session structure outline, goal-setting framework, weekly progress reflection, red-flag symptom referral guide. BONUS: Complete Doctor Appointment Preparation Pack (13 additional prompts) included.

Outputs: Professional intake questionnaire in 12 minutes. Organized symptom timelines in 8 minutes. Clean session prep in 5 minutes. Built-in safety frameworks so you observe, not diagnose. Consistent, professional process every time.

Includes: Universal Safety Check framework, observation-based phrasing guidelines, clinical referral reminders, 60-minute session structure, monthly goal-setting template, red-flag referral language, quick-reference client snapshots.

Questions About This Pack

Quick answers to help you decide if this is right for you.

How comprehensive is the intake questionnaire?

It covers 40+ symptoms across all categories (sleep, cycle, hot flashes, mood, cognition, joints, skin, digestion, urogenital), lifestyle factors (nutrition, hydration, caffeine, alcohol, movement, stress), emotional wellbeing, daily functioning, and support systems. Thorough without being invasive.

What if my client's intake responses are really long and messy?

Use the pre-call client symptom summary prompt. Paste their raw text. Get a clean summary in 5 minutes with top symptoms, patterns, lifestyle factors, emotional themes, and session focus areas.

How do I know what questions are safe to ask?

Every prompt includes safety requirements spelling out observation-based phrasing vs. diagnostic language. The Universal Safety Check gives you a review framework before using any output. You'll know exactly what's safe.

Can I customize these for my specific coaching approach?

Absolutely. These are frameworks with variables you fill in. Customize the tone, add your signature questions, adjust to match your process. The safety boundaries stay. Everything else is yours to adapt.

What about the red-flag symptom referral script?

It creates a two-column reference sheet: "Common in perimenopause (coach can support)" vs. "Requires medical evaluation (refer to healthcare provider)." Includes coach-safe referral language for each red flag. You'll know when to refer and how to say it.

How comprehensive is the intake questionnaire?

What if my client's intake responses are really long and messy?

Use the pre-call client symptom summary prompt. Paste their raw text. Get a clean summary in 5 minutes with top symptoms, patterns, lifestyle factors, emotional themes, and session focus areas.

How do I know what questions are safe to ask?

Can I customize these for my specific coaching approach?

What about the red-flag symptom referral script?

How comprehensive is the intake questionnaire?

What if my client's intake responses are really long and messy?

Use the pre-call client symptom summary prompt. Paste their raw text. Get a clean summary in 5 minutes with top symptoms, patterns, lifestyle factors, emotional themes, and session focus areas.

How do I know what questions are safe to ask?

Can I customize these for my specific coaching approach?

What about the red-flag symptom referral script?