Executive coaching discovery intake template

Explore a leader's coaching goals, responsibilities, challenges, sponsorship and measures of progress.

Business template · 9 fields (8 required) · ~2 min for respondents to complete · Free plan · No credit card · Fully customizable

Set up your executive coaching discovery intake

Explore a leader's coaching goals, responsibilities, challenges, sponsorship and measures of progress.

Clarify sponsor involvement and confidentiality expectations before starting. Business coaching intake should not solicit clinical history or imply therapy services.

The form separates role and organization, leadership responsibilities, coaching goals, current leadership challenges into labeled questions. Review the choices and required fields for your organization before sharing it.

Best practices

• Clarify sponsor involvement and confidentiality expectations before starting. Business coaching intake should not solicit clinical history or imply therapy services.
• Customize the role and organization and leadership responsibilities 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)
• Role and organization (Short text, required)
• Leadership responsibilities (Short text, required)
• Coaching goals (Long text, required)
• Current leadership challenges (Long text, required)
• Sponsor involvement (Dropdown, required)
• Session preference (Dropdown, required)
• Success measures (Long text)

Frequently asked questions

What does this executive coaching discovery intake template collect?

Alongside contact details, it asks for role and organization, leadership responsibilities, coaching goals, current leadership challenges, sponsor involvement, session preference, success measures. You can rename questions, change choices and remove fields that your workflow does not need.

How should I use this executive coaching discovery intake form?

Clarify sponsor involvement and confidentiality expectations before starting. Business coaching intake should not solicit clinical history or imply therapy services.

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.

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