Checklist for Getting Started with Clients: A Structured Approach
Our practical checklist supports clinicians, therapists, and coaches in establishing a clear, structured foundation for their client work. It provides guidance on assessment, contracting, and ethical practice — helping you begin client relationships with confidence, clarity, and care.
DOWNLOAD YOUR FREE COPYFoundational Checklist for Working with Clients
This structured guide walks you through three essential areas for starting work with new clients. Designed for professionals across therapeutic and coaching contexts, it helps you feel grounded, intentional, and equipped from the very first session.
1
Collaborative Goal Setting
2
Client Readiness Assessment
3
Accountability Framework
Download Your Free Checklist for Getting Started with Clients: A Structured Approach
Practical guidance for building trust, clarity, and alignment in your client relationships — from the first session to ongoing practice.
The Mindful Institute offers health professionals and facilitators direct access to leading experts in mindfulness, a supportive community of like-minded professionals, and the latest research and resources in the field.
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