Carry the need forward
When someone books a first coaching session, their goals matter alongside the date. A short description of what they want to work on helps the owner prepare and saves the customer from repeating the same introduction.
Prepare for the first session
Choose one appointment type and write the single question that would help you prepare: “What would you like to work on?” for coaching, or “What needs attention?” for a service visit. Keep it short and relevant to that appointment.
Review the confirmation from both sides. The customer should see their chosen time and what to prepare; you should see their answer alongside the booking, ready for the conversation.


