{
  "key": "coaching-client-intake-form",
  "slug": "coaching-client-intake-form-template",
  "name": "Coaching Client Intake Form",
  "category": "intake-onboarding",
  "summary": "Prepare for a professional coaching conversation about goals and work habits.",
  "priority": "P1",
  "seo": {
    "title": "Coaching Client Intake Form Template",
    "description": "Prepare for a professional coaching conversation about goals and work habits. Try the editable template and form preview.",
    "primaryKeyword": "coaching client intake form template",
    "secondaryKeywords": [
      "coaching client intake questionnaire template",
      "coaching client intake form example"
    ],
    "intent": "Find and customize a ready-to-use form",
    "basis": "Editorial search intent informed by official template catalogs; search volume and difficulty not measured."
  },
  "content": {
    "introduction": "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.",
    "whenToUse": "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.",
    "customizationTip": "Keep the scope to professional development and remove prompts for medical history or clinical assessment.",
    "beforePublishing": "Keep discovery separate from account access. Never request passwords through an intake form.",
    "steps": [
      "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."
    ],
    "faqs": [
      {
        "question": "What does this coaching client intake form collect?",
        "answer": "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."
      },
      {
        "question": "What should I customize before sharing it?",
        "answer": "Keep the scope to professional development and remove prompts for medical history or clinical assessment."
      },
      {
        "question": "What happens after someone submits it?",
        "answer": "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."
      }
    ]
  },
  "document": {
    "schemaVersion": 1,
    "title": "Coaching Client Intake",
    "description": "Prepare for a professional coaching conversation about goals and work habits.",
    "category": "Client intake & onboarding",
    "theme": "paper",
    "accent": "plum",
    "submitLabel": "Send request",
    "thankYouTitle": "Your request has been received",
    "thankYouBody": "Your response has been recorded. The organizer will review it and follow up if needed.",
    "fields": [
      {
        "id": "name",
        "type": "text",
        "label": "Your name",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "email",
        "type": "email",
        "label": "Email address",
        "description": "Used to respond about this request.",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "what-professional-goal-are-you-working-toward",
        "type": "textarea",
        "label": "What professional goal are you working toward?",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "what-is-getting-in-the-way",
        "type": "textarea",
        "label": "What is getting in the way?",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "preferred-session-format",
        "type": "select",
        "label": "Preferred session format",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [
          "Video",
          "Phone",
          "In person"
        ],
        "condition": null
      },
      {
        "id": "what-would-useful-accountability-look-like",
        "type": "textarea",
        "label": "What would useful accountability look like?",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      },
      {
        "id": "time-zone",
        "type": "text",
        "label": "Time zone",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      }
    ],
    "layout": "classic",
    "firstStepTitle": "Your details",
    "workflow": {
      "notify": false,
      "recipient": "",
      "confirmation": false
    }
  },
  "reviewedAt": "2026-10-22",
  "related": [
    "client-intake-form-template",
    "client-onboarding-form-template",
    "web-design-client-intake-form-template"
  ]
}