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Your intro session is the first conversation with a coach. It’s part get-to-know-you and part figuring out how you’ll work together. A little preparation goes a long way - here’s how to get the most out of it.
A coaching intro session on the platform, showing the time, session length, policy, the coach, and a chat panel

Before the session

  • Find it under Coaching > Sessions. Open the session at its start time and use the meeting link on the session page to join.
  • Message your coach ahead of time if you want to share context. You can reach them from Coaching > Messages or the message button on the session.
  • Spend a few minutes on your goals. Jot down what you want to work on, what’s prompting it now, and what a good outcome would look like. You don’t need a polished plan - even a rough idea gives the conversation a head start.

What to expect during the session

  • Introductions. The coach will share a bit about their background and how they work, and ask about you.
  • Your goals and situation. Expect questions about what you want to get out of coaching, what’s going well, and where you’re stuck.
  • Shaping the work. Together you’ll narrow down what to focus on and how you’ll work - how often you’ll meet and what, if anything, you’ll do between sessions.
  • A two-way fit check. Notice whether you feel comfortable, heard, and appropriately challenged. The coach is assessing fit too.
  • Next steps. You should leave with a clear sense of what comes next.

Questions worth asking

You don’t need to ask all of these - pick the ones that matter most to you:
  • Approach: “How do you typically work with someone on a goal like mine?”
  • Experience: “Have you coached people in my role, industry, or situation before?”
  • Logistics: “How long are sessions, how often would we meet, and is there work between them?”
  • Expectations: “What do you need from me to make this work?”
  • Progress: “How will we know it’s working, and how do you track progress?”
  • Starting point: “Based on what I’ve shared, where would you suggest we start?”

After the session

  • Decide on fit. If it clicked, book your next session from Coaching > Sessions or your dashboard - see Schedule a Coaching Session.
  • Not the right match? That’s okay. You can find another coach anytime - you’re never locked in. If you’re weighing options, Choosing the Right Coach walks through what to consider.
  • Keep the conversation going. You can message your coach between sessions from Coaching > Messages.

Getting help

Questions about how a session works, or something didn’t go as expected? Email [email protected].