Form templates / Coaching & Consulting
Coaching Intake Form
A coaching intake form buys back the first session. Instead of spending it on background, you arrive knowing what they want, what's in the way, and what has already been tried.
For coaches, consultants and independent advisers.
Session one should not be an interview
Clients pay for the first session and usually get an interview. That's a bad trade for both sides: they've paid for information gathering, and you've spent an hour on something a form does better.
Written answers are also more honest. People will type "I'm scared I've chosen the wrong career" into a box and then spend twenty minutes talking around it out loud. Reading it first means you can go there when it matters rather than waiting to be invited.
Why ask it all up front
Half-finished information is worse than none: it looks like you can begin, and then you can't. A client who fills in one page has told you enough to quote, schedule and prepare - without a single back-and-forth.
It also sets the tone. A form that asks precisely, and only once, reads as a business that has done this before. That impression is doing real work while your competitor is still emailing "quick question".
Qualify before you give away an hour
A free discovery call with the wrong person costs the same as one with the right person. Goals, timeline and budget on the form mean the calls you take are with people ready to work with you.
It changes the first conversation, too: instead of twenty minutes of background, you open with what they wrote and spend the time on the actual problem.
It works on a phone, on a bad signal
People fill these in from a car park, a waiting room, a sofa at 11pm. This form is one small page that opens the instant they tap the link and submits without needing anything clever in their browser - so an answer sent on two bars still reaches you.
Yours to change, immediately
Nothing here is fixed. Rewrite a question, reorder them by dragging, add your brand colour, delete half of it. Save and the live form updates - there's no separate publish step and no deploy to wait for.
What this template asks
- Your name
- Email address
- Phone number
- Where are you based?
- What would you like to be different in six months?
- Which area matters most right now?
- What's getting in the way?
- How will you know this worked?
- Have you had coaching before?
- What worked or didn't?
- Are you working with anyone else at the moment?
- When could you usually meet?
- Preferred format
- Anything else you'd like me to know before we start?
More Coaching & Consulting forms
Questions
How long should an intake form be?
Ten to fifteen questions is plenty. If it takes more than ten minutes it becomes homework, and homework before a first session sets the wrong tone.
Should I ask about therapy or mental health?
Ask whether they're working with anyone else and whether anything makes coaching the wrong fit right now - and be ready to refer. Don't try to take a clinical history.
Can I add or remove questions?
Yes - every question here is a starting point. Add your own, delete what doesn't apply, reorder by dragging, and make anything required or optional. Saving publishes the change immediately.
Where do the answers go?
Into your dashboard, where you can read, filter and export them as a spreadsheet. You can also have every response emailed to you the moment it arrives, or as a daily or weekly digest.
Do I need a website?
No. Every form gets its own link you can paste into an email signature, a text message, a QR code or a social profile. If you do have a site, you can link to it from anywhere on it.
Won't asking about budget put people off?
It puts off the people who were never going to book, which is the point. Make it a range rather than a number and it reads as professional rather than transactional.
Publish your coaching intake form today
Start from this template and change anything you like. Free to begin.