Coaching intake form template

Goals, challenges and availability before a first coaching session.

8 questions

What it asks

  1. Full nameShort text, required
  2. EmailEmail, required
  3. PhonePhone
  4. What would you like to achieve?Long text, required
  5. What is getting in the way right now?Long text
  6. Have you worked with a coach before?Yes / No
  7. Preferred formatSingle choice
  8. When are you usually free?Checkboxes

After someone submits

They see: “Thanks. I'll read your answers before our first session.”

You get an email for each submission, and every answer is stored encrypted in your dashboard.