Comprehensive Coaching Intake Form
Detailed intake form for new coaching clients including goals, challenges, and assessment areas
About This Template
This comprehensive coaching intake form is designed for professional coaches who want to thoroughly understand their new clients from day one. The form covers essential areas including personal and professional goals, current challenges and obstacles, past experiences with coaching, and specific areas where the client seeks support. With 15 carefully crafted questions, this template helps establish a strong foundation for the coaching relationship while gathering actionable insights that inform your coaching strategy.
Key Benefits
- Establish clear coaching goals and expectations from the start
- Identify client's primary challenges and growth areas
- Understand client's background and previous experiences
- Create personalized coaching plans based on intake responses
- Save time in initial sessions with pre-collected information
Perfect For
Form Structure
This template includes 4 sections with 15 total questions
Personal Background
Basic information about the client's background and current situation
Coaching Goals & Objectives
What the client hopes to achieve through coaching
Challenges & Obstacles
Current roadblocks and areas for improvement
Support & Expectations
How the client prefers to work and what they expect
Frequently Asked Questions
How long does it take clients to complete this intake form?
Most clients complete this comprehensive intake form in 8-12 minutes. The form is designed to be thorough yet efficient.
Can I customize the questions for my specific coaching niche?
Absolutely! This template serves as a starting point. You can easily add, remove, or modify questions to match your coaching specialization.
Is this form suitable for both individual and corporate coaching?
Yes, this template works well for both contexts. For corporate coaching, you may want to add company-specific questions.
Ready to Use This Template?
Clone this form and customize it for your needs