When to use this template
Start with the questions below, then adapt them to your own process. Keep the scope to professional development and remove prompts for medical history or clinical assessment.
Prepare a useful first conversation and hand off the right context to the delivery team. Use this version when you need to prepare for a professional coaching conversation about goals and work habits.
Questions included
- Your nameShort answer · Required
- Email addressEmail · Required
Used to respond about this request.
- What professional goal are you working toward?Long answer · Required
- What is getting in the way?Long answer · Required
- Preferred session formatDropdown · Optional
- What would useful accountability look like?Long answer · Optional
- Time zoneShort answer · Optional
Make it your own
- Replace the introduction with your own context for coaching client intake.
- Keep the scope to professional development and remove prompts for medical history or clinical assessment.
- Check required questions, remove information you do not need, then test the form on a phone.
- Publish a copy and share its link or embed it on your page.
Before you publish
Keep discovery separate from account access. Never request passwords through an intake form.
Common questions
What does this coaching client intake form collect?
It includes what professional goal are you working toward, what is getting in the way, preferred session format, what would useful accountability look like. Every question can be edited before you publish.
What should I customize before sharing it?
Keep the scope to professional development and remove prompts for medical history or clinical assessment.
What happens after someone submits it?
Keep discovery separate from account access. Never request passwords through an intake form. Published copies store responses in the form inbox. Optional owner email notifications require a connected email service.