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What are effective strategies for identifying client values and beliefs in the intake process?

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As a life coach, you want to help your clients achieve their goals and live a fulfilling life. But before you can do that, you need to understand what motivates them, what matters to them, and what challenges them. That's why identifying your client's values and beliefs in the intake process is crucial. In this article, you'll learn some effective strategies for doing that, and how they can improve your coaching relationship and outcomes.

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Maria Natapov, Stepparenting Coach

Stepparenting Coach helping blended families transform family chaos ?? meaningful and harmonious co-parenting | Host of…

1 Why values and beliefs matter

Values and beliefs are the core of your client's identity, worldview, and decision-making. They influence how your client perceives themselves, others, and the world, and how they respond to situations and opportunities. They also shape your client's goals, aspirations, and vision for their future. By identifying your client's values and beliefs, you can help them align their actions with their purpose, tap into their strengths, overcome their limiting beliefs, and create positive change in their life.

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2 How to prepare for the intake session

The intake session is your first opportunity to get to know your client and build rapport and trust. During this session, you should aim to gather important information about your client's background, current situation, challenges, and goals. To prepare for the intake session, review your client's intake form and note any areas that need clarification or exploration. Additionally, set a clear agenda and expectations for the session and communicate them to your client in advance. Moreover, create a comfortable and confidential environment for the session, whether it's online or in person. Lastly, have a list of open-ended questions ready to help you elicit your client's values and beliefs, such as asking what they are passionate about or what they stand for.

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Maria Natapov, Stepparenting Coach

Stepparenting Coach helping blended families transform family chaos ?? meaningful and harmonious co-parenting | Host of Synergistic Stepparenting Podcast 6 Steps to Collaborative Co-Parenting Freebie????
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I like to send an on boarding packet with questions for the client to answer and share with me ahead of our first session. That way we can maximize our time to the fullest to clear up and inconsistencies in our overall goal and plan, but to get to the work as soon as possible.

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3 How to listen actively and empathically

As a life coach, one of the most important skills you need is active and empathic listening. This means that you pay attention to what your client is saying, as well as how they are saying it, and reflect back what you hear and sense. Active and empathic listening can demonstrate that you care for and respect your client, validate their feelings and experiences, clarify their meaning and intention, and encourage them to express themselves fully and freely. It can also help to avoid misunderstandings or assumptions, as well as allow your client to go deeper into their values and beliefs.

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Maria Natapov, Stepparenting Coach

Stepparenting Coach helping blended families transform family chaos ?? meaningful and harmonious co-parenting | Host of Synergistic Stepparenting Podcast 6 Steps to Collaborative Co-Parenting Freebie????
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Empathetic active listening and then reflecting back what I hear is one of the most powerful tools. What I often notice is that once I reflect to the participant what I hear them say, they have an “aha” moment because they’re able to see something from a new perspective or identify a pattern or a root belief that they weren’t aware of.

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4 How to use powerful questions and tools

As a life coach, it's essential to have the skill of asking powerful questions and using tools that can help uncover a client's values and beliefs. Powerful questions should be open-ended, curious, and challenging, prompting the client to reflect and discover new insights. Examples of powerful questions include: 'What makes you happy and fulfilled?', 'What are the things that you can't compromise on?', 'How do you measure your success?', and 'What are the beliefs that support or hinder your goals?'. Tools such as values cards, belief statements, and values and beliefs wheel can be used to identify, prioritize, and evaluate a client's values and beliefs. Values cards are a set of cards with different values written on them such as honesty or freedom. Belief statements are a series of statements reflecting different beliefs. The values and beliefs wheel is a circular diagram dividing one's life into different domains such as career or relationships. By asking the client to rate how satisfied they are with each domain, it can help identify the values and beliefs influencing their satisfaction level. In sum, using powerful questions and tools is an important skill for life coaches to have in order to help their clients uncover their values and beliefs.

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5 How to follow up and review

Following the intake session, it's important to review your findings with your client. Doing so will enable you to summarize and confirm their values and beliefs, as well as highlight any gaps or discrepancies between them and their current situation or goals. You can also use this time to establish a coaching agreement and plan that reflects their values and beliefs, and outlines the goals, actions, and outcomes of the coaching process. Lastly, you can set the tone for the next session and assign any homework or tasks that will help your client apply their values and beliefs to their life.

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Maria Natapov, Stepparenting Coach

Stepparenting Coach helping blended families transform family chaos ?? meaningful and harmonious co-parenting | Host of Synergistic Stepparenting Podcast 6 Steps to Collaborative Co-Parenting Freebie????
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Applying what they learn or practicing new skills is so important. It helps identify any additional barriers that are getting in the way and helps to build in automaticity with the new skill for the client. Ensuring they will successfully use the new skill.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What are effective strategies for identifying client values and beliefs in the intake process?

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1 Why values and beliefs matter

2 How to prepare for the intake session

3 How to listen actively and empathically

4 How to use powerful questions and tools

5 How to follow up and review

6 Here’s what else to consider

Life Coaching

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What are effective strategies for identifying client values and beliefs in the intake process?

1

2

3

4

5

6

1 Why values and beliefs matter

2 How to prepare for the intake session

3 How to listen actively and empathically

4 How to use powerful questions and tools

5 How to follow up and review

6 Here’s what else to consider

Life Coaching

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