An information request form covers contact details and the key questions you need answered before you quote work or book a discovery call.
Work gets discussed, a decision needs making, and nobody wants to pay for hours of talk that never turns into a clear next step. This Information Request Form gives a business coach, consultant, or service provider a grounded starting point, with the questions up front so the first call isn’t spent dragging basics out of the air.
The form opens with a short note on what the request is for, then asks for contact details and the facts that change the conversation. The questions cover headcount, what role the coach should take, what the client will bring to the first session, and whether sessions include a management team, using clear options instead of leaving everything as a blank box. A blueprint blue-green page with gold-ochre accents sits under Syne headings and Roboto body text, so the form reads like “action required” rather than a vibe check.
- Information Request Form A short opener explains what the form collects and what happens after the answers come in.
- Your name A required full name field identifies who’s making the request.
- Email address A required email field gives you a reliable reply-to for follow-up.
- Which role do you expect the coach to take? A multiple-choice question pins down whether the client wants advice, collaboration, or a mix.
- Will sessions include your management team or just you? A multiple-choice question confirms who will attend, with a follow-up headcount if a team joins.
The form runs as one of your forms, which means responses land in Plutio as they come in. You publish the link, and the answers arrive in one place, ready for review before you get on a call.
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 an information request form
| Part | What it covers |
|---|
Information Request Form | The opening note explains what the form is collecting and that the answers get reviewed before a discovery call is arranged. |
Your name | A required name field identifies the contact attached to the request. |
Email address | A required email field gives you the address you’ll reply to. |
Phone number | An optional phone field captures a callback number if the client wants to share one. |
How we work | A short typed section describes the process in plain steps so the client knows what the engagement looks like. |
How many people work in your business? | A number question captures headcount to anchor the conversation in scale. |
Which role do you expect the coach to take? | A choice question clarifies whether the client wants recommendations, decision support, or a blend. |
What will you provide before the first session? | A long-answer question asks what the client can share up front so the first session starts with real inputs. |
Will sessions include your management team or just you? | A choice question confirms whether the work is 1:1 or includes a wider group. |
How many people would attend if a team comes? | A number question captures likely attendance when the work involves a team. |
Who it is for
Business coaches, consultants, and leadership development providers who need intake details before scoping work and arranging a discovery call.
The form in full
Information Request Form
Tell us about the work you need and the facts that affect price or schedule. We will review your answers and contact you to arrange a discovery call.
- Your name (required)
- Email address (required)
- Phone number
How we work
Short discovery, a numbers review, 90-day plan, and regular check-ins.
- How many people work in your business?
- Which role do you expect the coach to take?
- Coach advises and recommends
- Coach helps you make the decision
- A mix of advice and collaboration
- What will you provide before the first session?
- Will sessions include your management team or just you?
- Just me
- Me plus my management team
- A larger team or department
- How many people would attend if a team comes?
