A client intake form covers contact details, preferences, and the background you need before the first session starts.
The first session is about getting somewhere, not spending half the time pulling basics out of small talk and trying to guess what somebody actually wants. A client intake form gets the details down in writing first, so the work can stay clear and accountable without turning into a cross-examination. The questions sit under Client Intake Form and About your coaching, with Raleway headings over a book-cloth blue-violet page and a bottle-glass green action button.
The top section tells the client what the form is for and what happens after they send it, then the form moves through name and contact details before it asks how the coaching should run. The choices cover language, how many sessions they expect to try before reassessing, package interest, scheduling style, and session length, and the last question gives them room to describe the decision they’re facing... so you walk into the first conversation with context instead of guesses.
- Client Intake Form A short intro that tells the client what the form collects and what happens after they submit it; update the wording to match your own intake process.
- Your name A required name field so every response is tied to a real person before you review it.
- Email address A required email field for sending next steps after you’ve read the intake.
- Phone number An optional phone field for clients who prefer calls or texts.
- About your coaching A short prompt that frames the coaching questions, covering the decision, availability, and what the client wants from the sessions.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in a client intake form
| Part | What it covers |
|---|
Client Intake Form | A short intro that tells the client what the form collects and what happens after they submit it; update the wording to match your own intake process. |
Your name | A required name field so every response is tied to a real person before you review it. |
Email address | A required email field for sending next steps after you’ve read the intake. |
Phone number | An optional phone field for clients who prefer calls or texts. |
About your coaching | A short prompt that frames the coaching questions, covering the decision, availability, and what the client wants from the sessions. |
Which language do you prefer for coaching? | A required choice question that records language preference, including English, Portuguese, or no preference. |
How many sessions do you expect to try before reassessing? | An optional choice question that captures expectations around session count, including an unsure option. |
If you book a package, how would you like sessions scheduled? | An optional scheduling-preference question covering regular slots, ad hoc bookings, or a mix. |
Which session length do you prefer? | An optional choice question for session length, including 60 minutes and 90 minutes options. |
Which coaching package are you interested in? | A required package-interest question that records the client’s starting point, from single sessions to multi-session packages. |
Briefly describe the decision or choices you are facing. | A required long-answer question for the client’s context in their own words, so the first session starts with the real situation. |
Who it is for
Career coaches and other coaches who need intake details and session preferences collected before the first call, including accountability coaching.
The form in full
Client Intake Form
This form collects what we need before your first career decision coaching session. After you send it, our client coordinator will review your answers and contact you about next steps.
- Your name (required)
- Email address (required)
- Phone number
About your coaching
Tell us the decision, your availability and what you want from coaching.
- Which language do you prefer for coaching? (required)
- English
- Portuguese
- Either (no preference)
- How many sessions do you expect to try before reassessing?
- If you book a package, how would you like sessions scheduled?
- Block-book a regular weekly or fortnightly slot
- Book sessions individually as needed
- A mix of regular and ad hoc
- Which session length do you prefer?
- 1:1 coaching session (60 min)
- 1:1 coaching session (90 min)
- Intake and goal-setting session (90 min)
- Which coaching package are you interested in? (required)
- Intake + goal-setting session (90 min)
- 1:1 coaching session (60 min)
- 1:1 coaching session (90 min)
- 4-session coaching package
- 8-session coaching package
- Monthly coaching check-in (45 min)
- Briefly describe the decision or choices you are facing. (required)
