Coaching Client Intake Form
Comprehensive client intake questionnaire for coaches with conditional logic that adapts questions based on coaching type. Collects goals, history, preferences, and availability.
18
Fields
5-8
Minutes to complete
Intermediate
Difficulty
Free
Template cost
Features used
Form fields
This template includes 18 fields. All fields are fully customizable.
Full Name
RequiredEmail Address
RequiredPhone Number
RequiredWhat type of coaching are you seeking?
RequiredWhat are your top 3 goals for coaching?
RequiredWhat is the biggest challenge you're facing right now?
RequiredHave you worked with a coach before?
RequiredWhat did you gain from previous coaching? What was missing?
Only shown if the client has had previous coaching
Imagine coaching is wildly successful. What does your life or business look like in 6 months?
RequiredHow committed are you to making changes?
RequiredPreferred session format
RequiredWhat days work best for sessions?
RequiredYour Timezone
RequiredHow do you prefer to communicate between sessions?
RequiredAny health considerations or diagnoses I should be aware of?
Shown for health & wellness coaching via conditional logic
Tell me about your business (industry, revenue, team size)
Shown for business & executive coaching via conditional logic
Upload any prior assessments or relevant documents
DISC, StrengthsFinder, 360 reviews, health records, etc. (PDF, DOC, JPG — max 10MB)
Anything else you'd like me to know before we start?
Common use cases
New Client Onboarding
Coaching Intake
Client Assessment
Industries
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