A coaching intake form covers contact details, expectations for how coaching runs, the coaching style preferred, progress measures, and missed-week follow-up.
The first call is on the calendar, but the hard part is walking into it with the real situation on the table and a way to make decisions that still hold on a messy week. This Coaching Intake Form collects the context and boundaries up front, so coaching starts with clarity instead of guesswork and nobody has to pretend the numbers are tidier than they are.
The form opens with a short note about using the answers to prepare an intake session and a practical 90-day plan, then moves into the basics and the coaching expectations. Verdigris green accents sit under Syne headings with Inter body text, so the page reads firm without feeling like a pitch. The client sees questions about how sessions should run, whether they want direct advice or collaborative decision-making, how progress gets measured between sessions, and what you should do if they miss a week or go quiet.
- Coaching Intake Form A short intro tells the client what the answers are for, so the intake session starts from the same expectations.
- Your name A required name field captures who the response belongs to before anything else gets discussed.
- Email address A required email field gives you a reliable way to follow up after the form comes in.
- Phone number An optional phone field collects a number when calls or texts matter for the engagement.
- What I need to know A short note explains that the next questions help you prepare the intake session and the plan.
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 coaching intake form
| Part | What it covers |
|---|
Coaching Intake Form | A short intro tells the client what the answers are for, so the intake session starts from the same expectations. |
Your name | A required name field captures who the response belongs to before anything else gets discussed. |
Email address | A required email field gives you a reliable way to follow up after the form comes in. |
Phone number | An optional phone field collects a number when calls or texts matter for the engagement. |
What I need to know | A short note explains that the next questions help you prepare the intake session and the plan. |
How would you like sessions to run, and what will you bring? | An open text question captures session preferences and what the client will show up with, in their own words. |
Which approach do you want from me in coaching? | A multiple-choice question asks whether the client wants direct instruction, collaborative decisions, a mix, or guidance on what fits. |
How should we measure progress between sessions? | An open text question defines what progress means for this work, so check-ins have something concrete to refer to. |
If you miss a week or go quiet, how should I respond? | An optional multiple-choice question agrees what to do when momentum drops, from pausing to check-ins or a catch-up call. |
Who it is for
Business coaches, founder coaches, and leadership development practitioners who need intake answers before the first session.
The form in full
Coaching Intake Form
Tell me the situation you want business coaching for. I will use your answers to prepare our intake session and a practical 90-day plan.
- Your name (required)
- Email address (required)
- Phone number
What I need to know
Answer these to help me prepare our intake session and plan.
- How would you like sessions to run, and what will you bring? (required)
- Which approach do you want from me in coaching? (required)
- Tell me what to do
- Help me decide (collaborative)
- A mix, depending on the issue
- Not sure, please advise
- How should we measure progress between sessions? (required)
- If you miss a week or go quiet, how should I respond?
- Pause and resume when you return
- Short check-in messages by email
- Schedule a catch-up call when you’re ready
- I don’t know, please suggest an approach
