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Free Business Template: Client Intake Checklist

DYPU Members Online Resource Library

This is a downloadable and editable checklist that can be used with new or existing clients.

For a tutorial on how to download this to your Google Drive to edit and brand it to your business click HERE

Hello! I’m Misty, one of the founders of DYPU and the Chief Marketing Officer. I am also the owner of Coaching By Misty, a wife, a Texan and a dog momma. I work with clients to coach and provide consultation on all things around your personal brand as a coach. My passion, and my purpose, is to work with coaches to help them get THEIR voice into the world. To be fully, authentically themselves and show that to potential clients. I firmly believe that the right story in the right place can change a life, and if you’re not telling yours, you are missing that opportunity. You can find me on any social media platform @coachingbymisty - see you there!

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