Coaching intake form: goals, history and agreement
The first session is better when you already know the client's story. This intake form asks for their contact details, what they want to achieve, why now, how committed they are, which areas they want to work on and what they have tried before. It ends with a signature agreeing to your coaching agreement.
Who it is for
- Life, career and leadership coaches
- Consultants who start engagements with a personal intake
- Practitioners who want clients to reflect before the first meeting
When to use it
Send it as soon as a client books, so the answers are in your hands before you meet. Each question is shown on its own card, which invites thoughtful answers, and the commitment scale gives you an honest signal about readiness.
What the form asks
About you
- Full name · requiredShort text
- Email address · requiredEmail
- Phone numberPhone
- Date of birthDate
Your goals
- What would you like to achieve through coaching? · requiredLong text
- Why now?Long text
- How committed are you to making this change? · requiredScale
- Areas you want to work onCheckboxes
- What have you tried before?Long text
- Signature (I agree to the coaching agreement) · requiredSignature
Every question can be changed, removed or reordered before you publish.
The PDF your respondents receive
The PDF is a tidy intake record: contact details, goals, motivation, areas of focus, history and the signed agreement. Keep it with your client notes. It contains personal information, so store it with the care your profession requires.
Questions people ask
- Does it ask for a date of birth?
- Yes, as an optional question in this template. Remove it if you do not need it. Collecting less personal data is usually better.
- What does the signature cover?
- The signature question reads "I agree to the coaching agreement". You provide your agreement text separately, for example on your website or in the form's introduction.
- Is this suitable for therapy or medical use?
- No. It is designed for coaching. For health-related information, use a tool and process suited to your profession and your local rules.
Start from this template
Create an account, adapt the questions and the document to your business, then share the link. Your respondents get their PDF the moment they finish.