Career coaching intake template

Collect career goals, target roles and requested coaching support for a career-development consultation.

Business template · 8 fields (6 required) · ~2 min for respondents to complete · Free plan · No credit card · Fully customizable

Set up your career coaching intake

Collect career goals, target roles and requested coaching support for a career-development consultation.

Focus on the coaching service requested rather than screening for a vacancy. Keep employer applications separate from the client's coaching goals.

The form separates current career stage, target roles or industries, support needed, goals into labeled questions. Review the choices and required fields for your organization before sharing it.

Best practices

• Focus on the coaching service requested rather than screening for a vacancy. Keep employer applications separate from the client's coaching goals.
• Customize the current career stage and target roles or industries questions to match your records and terminology.
• Name the team that reviews responses and explain what happens after submission. A requested date, service or approval is not automatically confirmed.
• Ask only for information needed for this step. Arrange any sensitive supporting documents through an appropriate private process.

Every field, explained

• Your full name (Name, required)
• Email address (Email, required)
• Current career stage (Short text, required)
• Target roles or industries (Short text, required)
• Support needed (Dropdown, required)
• Goals (Long text, required)
• Target timing (Short text)
• Previous job-search approach (Long text)

Frequently asked questions

What does this career coaching intake template collect?

Alongside contact details, it asks for current career stage, target roles or industries, support needed, goals, target timing, previous job-search approach. You can rename questions, change choices and remove fields that your workflow does not need.

How should I use this career coaching intake form?

Focus on the coaching service requested rather than screening for a vacancy. Keep employer applications separate from the client's coaching goals.

Can I edit this form and print a copy?

Yes. Open an editable draft, adjust the questions, and review the preview before publishing. You can also use the template page’s print option. Publishing requires an account; the draft can be tried first.

Related templates

• Coaching Intake Form — 12 fields
• Executive coaching discovery intake — 9 fields
• Staffing agency candidate intake — 9 fields

Customize this form — opens an editable draft, no account needed — — or browse all 836 templates.