Coaching Client Intake Template
A coaching client intake form for coaches to learn about a prospective client's goals, challenges, availability, and readiness to commit.
When to use it
- Before a prospective client's first coaching session
- When matching a client with a coach or program
- Before setting goals and a coaching schedule
- When refreshing intake details for a new coaching engagement
What it asks
- What is your name?
- What is your email address?
- What is your phone number?
- What goals would you like to work toward?
- What challenges are you facing right now?
- What would success look like for you?
- Have you worked with a coach before?
- When are you generally available for coaching sessions?
- How many hours per week can you set aside for coaching and related work?
- How ready are you to commit to working toward your goals?
Why it should be encrypted
Answers may reveal personal challenges, goals, contact details, and willingness to commit. They should be readable only by the client and the coach or team members who need them.
Tips
- Explain who will review the answers and how you'll use them.
- Add a question about preferred contact method if useful.
- Let clients know they can skip questions they aren't ready to answer.