Skip to main content

Getting Started with Coaching: Step-by-Step Guide for First-Time Clients Ready for Change

  

You've decided to work with a coach. That's a significant first step. But now what? If you're like most first-time coaching clients, you might be wondering: What should I expect? How do I prepare? What if I don't know exactly what I want to work on?

Here's the truth: Starting coaching doesn't require you to have all the answers. In fact, coaching helps you discover those answers. But there are strategic steps you can take to maximize your first sessions and accelerate your growth from day one.

Before Your First Session: Laying the Groundwork

Research shows that preparation significantly impacts coaching outcomes. Clients who come prepared to sessions report faster progress toward their goals. So what does "prepared" actually mean?

Reflect on Your "Why"

Before you meet your coach, spend time thinking about what brought you to coaching in the first place. Are you facing a specific challenge? Pursuing a promotion? Navigating a major transition? The clearer you can be about your motivation, the more focused your coaching will be.

Many coaches will ask you to complete a pre-session questionnaire or assessment before your first meeting. These tools help your coach understand your background, aspirations, and challenges. Take them seriously. The insights you provide create the foundation for everything that follows.

Identify Your Goals (Even If They're Fuzzy)

You don't need perfectly defined goals before starting coaching—that's part of what coaching helps you develop. But having a general sense of what you want to accomplish makes your initial sessions more productive.

Consider goals across three time horizons:

  • Immediate (next 3 months): What do you want to tackle right now?
  • Medium-term (6-12 months): Where do you want to be by this time next year?
  • Long-term (1-3 years): What's the bigger vision you're working toward?

Choose the Right Environment

Logistics matter more than you might think. For virtual sessions, find a quiet, private space where you can focus without interruption. Consider choosing a location away from your desk—walking to a different room creates mental space before and after your session.

For in-person sessions, arrive a few minutes early. Give yourself time to transition from whatever you were doing before into a coaching mindset.

What to Expect in Your First Session

Your first coaching session will feel different from subsequent sessions, and that's intentional. The initial meeting establishes the foundation for everything that follows.

Building Rapport and Trust

A significant portion of your first session focuses on building rapport between you and your coach. Research consistently shows that the quality of the coaching relationship directly impacts outcomes. Your coach will work to create a safe, supportive environment where you feel comfortable being honest about your challenges and aspirations.

This isn't small talk—it's essential groundwork. Studies indicate that 99% of individuals who received coaching services were satisfied or highly satisfied, and much of that satisfaction stems from the trust established early in the relationship.

Setting Expectations and Boundaries

Your coach will explain how coaching works, what you can expect from them, and what they expect from you. This includes practical matters like:

  • How sessions are structured
  • What happens if you need to cancel or reschedule
  • How you'll communicate between sessions
  • The coach's approach to confidentiality

This is also when you'll discuss the "rules of engagement"—how challenging do you want your coach to be? How do you want them to respond if you're not following through on commitments? These agreements create accountability and prevent misunderstandings later.

Exploring Your Goals in Detail

Even if you discussed goals during an initial consultation call, your coach will revisit them in much greater depth during your first official session. Expect to spend substantial time clarifying and refining what's most important to you.

Your coach will likely use goal-setting frameworks like SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) to help you transform vague aspirations into concrete objectives. The clearer your goals, the easier it becomes to track progress and measure success.

Defining Success

How will you know if coaching is working? Your coach will help you identify specific indicators of progress. These might include behavioral changes, measurable business results, shifts in mindset, or improvements in relationships.

Making the Most of Early Sessions

The clients who see the fastest results from coaching share common behaviors. Here's what research and experienced coaches consistently report:

Come Prepared Every Time

Before each session, spend 15 minutes preparing. Review your notes from the previous session. Reflect on what you've accomplished, what you've struggled with, and what you want to focus on today. Many successful coaching clients keep a journal between sessions to capture insights, challenges, and progress.

Create a brief agenda: What are the most important leadership or personal issues you're facing right now? How have things progressed since your last session? How can you best use your time with your coach?

Be Radically Honest

Trust is an essential part of the coaching relationship. Being open and honest about your goals, challenges, fears, setbacks, progress, and successes helps your coach understand your needs and provide the most helpful guidance.

If you hold back or present an edited version of yourself, you limit what coaching can accomplish. Your coach isn't there to judge you—they're there to help you grow. That only works if you're willing to be authentic.

Embrace Discomfort

Your coach will likely suggest approaches that feel uncomfortable or unfamiliar. That's not an accident—it's the point. If you only do what feels comfortable, you'll get the same results you've always gotten.

Before dismissing an idea because it's outside your comfort zone, try it. You might be surprised by the results. Coaches develop their methods based on what works, not what feels easy.

Take Action Between Sessions

Coaching isn't just what happens during your scheduled sessions. The real transformation occurs in the space between meetings, when you apply what you've learned in real-world situations.

Leave every session with at least one specific action that will advance your goals. This might include experimenting with a new practice, having a difficult conversation, restructuring how you invest your time, or acquiring resources you need to meet your objectives.

Research shows that clients who consistently complete between-session actions see dramatically faster progress than those who don't. The difference between thinking about change and actually changing is action.

Track Your Progress

Keep notes during and after your sessions. What were the key insights? What actions did you commit to? What results did you see when you tried something new?

Reviewing your notes before each session helps you recognize patterns, celebrate progress, and stay focused on your goals. It also provides concrete evidence of growth, which builds momentum and motivation.

The Early Challenges (And How to Navigate Them)

Starting coaching isn't always smooth sailing. Here are common challenges first-time clients face and how to address them:

"I don't know what to talk about."

If you're drawing a blank before a session, that's actually valuable information. Share that with your coach. Together, you can explore what's behind the uncertainty. Sometimes the most productive sessions emerge from moments when you're not sure what to focus on.

"I didn't complete my action items."

This happens. Life gets busy, priorities shift, or maybe the action felt harder than expected. Don't hide this from your coach. Instead, use it as a coaching opportunity. What got in the way? What does this reveal about your commitments or challenges? Your coach can help you troubleshoot and adjust your approach.

"I'm not seeing results yet."

Coaching is an investment that compounds over time. While some benefits appear immediately—increased clarity, fresh perspectives, renewed motivation—deeper transformations often take weeks or months to manifest.

Focus on the small wins. Are you handling difficult conversations differently? Making decisions with more confidence? Feeling less stuck? These are all indicators that coaching is working, even if the "big" results haven't arrived yet.

Your Coach's Job (And Yours)

Coaching is a partnership, not a service where you passively receive advice. Understanding your role versus your coach's role sets you up for success:

Your coach's responsibilities:

  • Ask powerful questions that spark insight
  • Challenge your assumptions
  • Hold you accountable to your commitments
  • Provide frameworks and tools when helpful
  • Create a safe space for honest exploration
  • Recognize patterns you might miss

Your responsibilities:

  • Show up prepared and present
  • Be honest about what's working and what isn't
  • Take action on what you discuss
  • Give feedback when something isn't serving you
  • Stay committed to your growth, even when it's uncomfortable
  • Take ownership of your results

When both parties fulfill their roles, coaching creates remarkable transformation.

The Bottom Line

Starting coaching is an investment in yourself. The clients who get the most value are those who approach it with intention, honesty, and a willingness to do the work.

You don't need to have everything figured out before you start. You don't need perfect clarity on your goals. But you do need to show up ready to engage, willing to be challenged, and committed to taking action.

The first few sessions lay the foundation for everything that follows. Prepare thoughtfully, participate fully, and trust the process. The transformation you're seeking is on the other side of your willingness to do the work.

Ready to silence your inner critic and accelerate your leadership growth? Book a free 30-min discovery call → scheduling@inspiredconfidencecoaching.com

Comments

Popular posts from this blog

Imposter Syndrome in Veteran Leaders: Why High Achievers Doubt Themselves Most

  "Am I too late? Am I good enough?" Those were the questions  Christian Saluna , a Marine veteran, asked himself when considering college at an  Ivy League university . His concerns aren't unique—they're the signature questions of  imposter syndrome , and they're remarkably common among veterans transitioning to  civilian leadership roles . Here's what you need to know: if you're feeling like a fraud despite objective evidence of your competence, you're not defective. You're dealing with a documented psychological phenomenon that affects up to 70% of people at some point in their lives. And counterintuitively,  the more successful you are, the more likely you are to experience it. The Data on Imposter Syndrome: It's More Common Than You Think A 2024  Korn Ferry study  found that 71% of  U.S. CEOs  and 65% of other senior executives reported experiencing imposter syndrome. Read that again:  nearly three-quarters of CEOs—people at th...

The ROI of Coaching for Veterans: What Your Investment Really Returns

  You've led missions. You've managed million-dollar equipment. You've made life-and-death decisions under pressure. But here's the question: when you transitioned out of the service, did anyone teach you how to translate those skills into a career that pays what you're worth? The unemployment rate for veterans in 2024 sits at 3.0 percent—lower than the national average of 3.9 percent. That's good news. But here's what the statistics don't tell you:  how many veterans are underemployed, stuck in roles that don't match their leadership potential or earning capacity? The Numbers Don't Lie: Coaching Delivers Real Returns Let's cut through the noise. You're practical. You want data, not motivational speeches. Here's what the research shows about coaching ROI : Study Source ROI Finding PricewaterhouseCoopers & Association Resource Center 7x average return on coaching investment Manchester, Inc. Study 5.7x return on executive coachin...

The Fundamentals of Coaching: What It Is and Why It Matters for Busy Leaders Like You

   The Fundamentals of Coaching: What It Is and Why It Matters for Busy Leaders Like You You're juggling deadlines, team dynamics, and strategic decisions. The pressure is constant. You know you could be more effective, but where do you start? Here's the reality: 80% of people who receive coaching report increased self-confidence, and over 70% of individuals who receive coaching benefit from improved work performance, relationships, and communication. If you're a busy leader wondering whether coaching is worth your time, the data says yes. But first, you need to understand what coaching actually is—and what it isn't. What Coaching Really Means Leadership coaching is a proven systematic methodology based on  behavioral science  to assess and enhance the leadership abilities of executives, managers, and high-potential individuals within an organization. Unlike traditional training programs that deliver generic content to groups, coaching is deeply personal. It's a par...