Coaching and consulting intake form templates
The first session is far more productive when you already know the client's goals and context. These templates collect that information beforehand: what they want, what they have tried, how committed they are and what they expect from you, with a signature where an agreement is needed.
9 templates in this category
Coaching intakeGet to know a new coaching client: goals, history and expectations.
Personal brand auditCollect what you need to audit someone's personal brand.
Business audit questionnaireA deep intake before a business review or strategy session.
Session feedbackShort feedback after a session or workshop.
Training needs analysisFind out what skills a team or person wants to develop.
Mentoring applicationApplicants explain who they are and what they want from a mentor.
Wellness intake (non-medical)Lifestyle questions for a wellness or fitness client. Not a medical record.
Career change questionnaireUnderstand where someone is and where they want to go.
Profile photo submissionCollect a profile photo and a short bio.
Choosing the right one
Use the coaching intake for a personal engagement, the business audit for a company review, the career coaching questionnaire for a change of direction and the wellness intake for lifestyle and fitness work. The session feedback form is for the end of a session.
- Ask only what you will actually use, because intake forms often hold personal information
- Send the form when the client books, so the answers arrive before the meeting
- Say in your introduction how you store and use what clients tell you
Questions people ask
- Are these suitable for therapy or medical use?
- No. They are designed for coaching, consulting and lifestyle work. For health or therapy, use processes that meet the rules of your profession.
- Are the answers stored securely?
- Answers and uploaded files are stored encrypted on the server, and only you can open them.