Executive Coaching Intake Form

Three-way contracting, settled in writing

When an organisation sponsors coaching, three parties have expectations and only one of them is in the room. The failure mode is predictable: an HR sponsor expecting progress reports, an executive assuming total confidentiality, and a coach in the middle.

So this template asks who is paying, what they've been told the goals are, and what the coachee is willing to have shared. Getting that on the record before the first session is the single most useful thing an intake form can do in executive work.

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.

Make it yours in a minute

Change the wording, drop the questions you don't need, add the ones you do, put your own colour on it. Saving publishes it, and you get a link to paste into your website, your email signature or a message. Responses land in your dashboard and download as a spreadsheet whenever you want them.

What this template asks

• Your name
• Email address
• Organisation
• Your role
• How many people report to you, directly and indirectly?
• Who is arranging this coaching?
• Sponsor's name and role
• What has your organisation said it hopes will change?
• What do you want from this - in your own words?
• Whose view of you matters most right now, and why?
• What's the hardest part of your role at the moment?
• Have you had recent structured feedback?
• Have you worked with a coach before?
• What are you comfortable being shared with your sponsor?
• Anything else?

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