Coaching Intake Form Template

A coaching intake form is a structured questionnaire completed by a prospective client before coaching begins. It typically collects contact information, prior coaching experience, primary goals, key obstacles, preferred coaching type, commitment level, and scheduling availability, giving the coach the context needed to personalize the first session.

Send the coaching intake form immediately after a prospective client expresses interest, ideally before the discovery or strategy call. Collecting goals, obstacles, and availability in advance lets the coach review responses ahead of time and arrive at the first conversation with tailored questions rather than starting from scratch.

Effective coaching intake forms include contact details, a question about prior coaching experience, a goals textarea for the client's top one to three priorities, an obstacles question, a coaching-type selector such as life or executive, a commitment-level rating, and preferred session times to simplify scheduling from the first interaction.

When clients articulate their goals and obstacles in writing before the first session, they arrive with greater clarity and the coach can skip generic background questions. This structured preparation shortens the time to actionable work, increases perceived professionalism, and reduces early dropout by confirming commitment level upfront.

Yes. A single coaching intake form with a coaching-type radio field covering life, business, career, executive, relationship, and other options lets the same form serve multiple specialties. Coaches can then filter or route responses by type, making it practical for multi-coach practices or coaches who offer more than one service line.