What’s Your Take on Intakes?

Whether we call them “designs,” “discovery sessions” or “intakes,” every coach seems to have their own idea about what constitutes a good one.

The “D&D” session (Design and Discovery) typically serves as a springboard to a coaching program. No matter what the we call it, this session is intended to give both coach and client an in-depth opportunity to:

  • clarify goals
  • design the alliance (establish how best to work together)
  • define terminology
  • conduct foundational exercises (the output of which will be leveraged throughout the program)
  • discuss logistics

Of course, there are probably as many different ways to structure a design session as there are coaches. That said, there are a couple of things the more successful ones have in common:

  1. They’re longer than a normal session – often two hours or more, and
  2. they’re typically scheduled between one week and one month before regular coaching sessions begin.

For multi-hour D&D’s, many coaches bill accordingly – a month’s worth of fees (or more). With that in mind, clients have to decide whether to proceed immediately into regular sessions (paying for the D&D and first month’s sessions at the same time) or wait a month, which keeps the first month’s cost the same as subsequent months.

While some coaches prefer to bypass the D&D entirely, this can be short-sighted. Not only does it “launch” the coaching journey (for example, by establishing the context under which the client came to coaching), but it also provides a number of stand-alone insights and take-aways. These “quick wins” give the client immediate value, encouraging confidence in the coaching process and, perhaps more importantly, trust in the coach.

Posted in: branching out