Coaching Intake Form template

Collect non-clinical coaching goals, current circumstances and session preferences.

Business template · 12 fields (8 required) · ~3 min for respondents to complete · Free plan · No credit card · Fully customizable

Set up your coaching intake form

Collect non-clinical coaching goals, current circumstances and session preferences.

Edit the coaching areas to your specialties and link your scheduling page in the confirmation email. Read answers before the first call, and refer clinical concerns to a licensed professional.

The form separates phone number (optional), what would you like coaching on?, what is your main goal right now?, what's getting in the way of that goal? (optional) into labeled questions. Review the choices and required fields for your organization before sharing it.

Best practices

• Edit the coaching areas to your specialties and link your scheduling page in the confirmation email. Read answers before the first call, and refer clinical concerns to a licensed professional.
• Customize the phone number (optional) and what would you like coaching on? 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)
• Phone number (optional) (Phone)
• What would you like coaching on? (Dropdown, required)
• What is your main goal right now? (Long text, required)
• What's getting in the way of that goal? (optional) (Long text)
• What would success look like in three months? (Long text, required)
• Have you worked with a coach before? (Single choice, required)
• Session format (Single choice, required)
• How often would you like to meet? (Single choice, required)
• Best days and times for sessions (optional) (Short text)
• How did you hear about me? (Dropdown)

Frequently asked questions

What does this coaching intake form template collect?

Alongside contact details, it asks for phone number (optional), what would you like coaching on?, what is your main goal right now?, what's getting in the way of that goal? (optional), what would success look like in three months?, have you worked with a coach before?, session format, how often would you like to meet?, best days and times for sessions (optional), how did you hear about me?. You can rename questions, change choices and remove fields that your workflow does not need.

How should I use this coaching intake form form?

Edit the coaching areas to your specialties and link your scheduling page in the confirmation email. Read answers before the first call, and refer clinical concerns to a licensed professional.

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

• Consultation Request Form — 11 fields
• Free Consultation Form — 12 fields
• Executive coaching discovery intake — 9 fields

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