FoundpathRead a sample brief

For solo coaches, coaching practices, and career centers

Session one shouldn't be an intake interview.

The client arrives having already done the thinking. You get a written brief covering their history, motivations, stated goals, and recommended paths. Session one starts from something rather than nothing.

Read a sample brief

A composite example. Same structure as a real brief.

A woman sitting back on a couch in glasses, mid-thought, listening to someone off-frame.

What is in the brief

A written starting point, not a score

It does not assess the client, diagnose anything, or tell them what to become. It does not touch your method or replace your intake.

A printed page of text and a pencil resting on a wood desk beside a terracotta lamp.

Client brief, what it covers

History, motivations, stated goals, and recommended paths. Not a personality label. Not a score. The thinking, already done, in writing.

Their history
What they've done and why they're looking now.
Their motivations
What's actually driving the search, past the vague "I want a change."
Stated goals
What they say they want next, in their own words.
Recommended paths
A few directions worth testing, drawn from what they said. Not a prescription.
Where they're stuck
The tension points most likely to come up in session one anyway.

Read a sample brief

The cold start

The most expensive hour you bill is the one where you know the least

A client books. You send the intake form. It comes back with three lines in the goals box and a job title you could have read on LinkedIn.

So the first hour goes to questions. Where they've been, what they liked, what they're running from. Good questions, and the client could have answered every one of them without you in the room.

By the time you have something to work with, the hour they were most excited about is over.

How it works

What you and your client actually do

Step 01. Send the link

Send your client a private link before their first session. No setup on your end beyond that.

Two wooden chairs turned toward each other in an empty sunlit room, a folder resting on one seat.

Step 02. They work through it on their own

A guided process walks them through their history and what they actually want next, including what's working and what isn't. Answered at their own pace, a few minutes at a time if they want. Most people spread it across a couple of sessions rather than sitting down for an hour.

Close view of a person's hands writing on a blank page against a deep teal background.

Step 03. You get the brief before you meet

You receive a written summary of their history and direction before session one. You open with clarity instead of a cold start.

A person sitting in an armchair reading a printed multi-page document in warm afternoon light.

Where you fit

The job changes with how many clients you're carrying

Same brief. Three different reasons to want it.

Solo coach

One report, when you need it.

A client books, and you need them to arrive having already done the thinking, so session one starts from a written brief rather than a blank hour.

You're the whole practice. Discovery time is time you can't bill for anything else, and the intake form isn't doing that work for you.

You read the brief the night before. Session one opens on what they actually want next. Your method stays yours.

Practice or boutique firm

Shared across the team.

Work arrives faster than you can take it yourself, and every coach needs a written starting point before they meet, so quality doesn't depend on who got assigned.

Your most experienced coach has instincts your newest one hasn't built yet, and handoffs lose context.

Everyone starts from the same brief. What they do with it in the room is still their method. Credits sit in one account, and adding coaches costs nothing.

Career center or outplacement provider

Scoped with you, including the systems work.

You're accountable for a cohort and a few advisors, and everyone needs to arrive with direction already articulated, so advisor hours go where they're needed.

The ratio doesn't work. Hundreds of people, a few advisors, and no read on who is genuinely stuck. Procurement wants answers about data first.

Everyone works through the same process and your advisors get briefs. Single sign-on, a security review, a signed data processing agreement, and your SIS or LMS connection get scoped with you.

A look inside

The interview, and the brief it produces

What your client works through, and the written brief that lands before session one.

Questions coaches ask

Plain answers

How much does it cost?

Working with clients? Get in touch and we'll figure out what fits. Coach access is not the public consumer price. Get in touch →

What if my client won't do it?

Some won't, and you shouldn't pay for that. You're only charged when a brief is produced, so an interview nobody finishes costs you nothing.

How much time does this take me?

Almost none. You send a link, then read the brief before your session. Answered at their own pace, a few minutes at a time if they want. Most people spread it across a couple of sessions rather than sitting down for an hour. Not on a call with you.

Can my whole team use one account?

Yes. Credits live in the account rather than on a seat, so you can add every coach in the practice at no extra cost and any of them can pull from the same pack. Credits don't expire either.

We're a career center. What about single sign-on and our data agreement?

That's the platform plan. Single sign-on, a security review, a signed data processing agreement, and the connection to your SIS or LMS get scoped with you before anything goes live. Get in touch →

Is my client's information secure?

Their answers are stored securely and used only to generate their brief. We don't keep raw audio, only the text and the written summary. Nobody sees it but you and your client, unless they choose to share it further.

Does this replace my intake form?

No. Foundpath does not replace your intake or your method. The client arrives having already done the thinking. You still decide what you ask, what you keep, and how you work. The brief is a starting point, not a new system.

Does this tell my client what to become?

No. It does not assess, diagnose, or prescribe a next identity. Recommended paths are directions worth testing, drawn from what they said. What you do with that in the room is yours.

Where this stands

No case studies yet

Foundpath doesn't publish results that aren't real. When coaches are willing to put their name to it, their names go here. Until then you have your own read of the first brief.

Two people at a table in low sunlight, turned toward each other mid-conversation, notes open in front of them.

Read the brief first

A composite example, same structure as what lands in your inbox. Talk comes after you've seen it.

Read a sample brief