When should clients complete the intake form?

Ideally right after booking and at least two days before the first session. That gives you time to prepare questions and lets clients answer reflectively rather than on the spot.

Is the information confidential?

The template includes an explicit confidentiality acknowledgment, making your professional boundary clear from the start. Submissions live in your secured workspace, visible only to you and anyone you invite.

Can I use this for group programs?

Yes. Copy the form per participant or add fields for group name and program cohort, keeping individual goals tied to the right program.

Templates

Coaching Intake Form Template

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Coaching Intake

Full Name*

Email*

Phone Number

Coaching Area*

Where Are You Right Now?*

+5 more fields

Coaching Intake Form Template

A coaching intake form template capturing client goals, context, and session preferences before the first session.

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✓ Core features 100% free
✓ No credit card required
✓ No submissions limit on Free plan

Our Coaching Intake Form Template gathers the context a coach needs before session one: goals, current situation, past coaching experience, and logistics preferences.

Why and when to use a coaching intake form

First sessions spent collecting basics waste paid time. An intake form sent after booking means the opening conversation starts at insight level, and goal patterns across clients become visible over time.

Who is this template for

Career coaches, executive and leadership coaches, life coaches, business mentors, and health coaches.

Why SharaForms is the best tool for this form

Responses arrive before the session automatically, confidentiality consent is captured explicitly, and every client history stays organized in one dashboard instead of email threads.

Best practices for questionnaire templates

Sequence questions from easy to sensitive gradually
Match each goal to one specific question type
Pilot with a handful of people before launch
Version your questionnaire so results stay comparable

Common mistakes to avoid

Leading respondents toward the answer you want
Switching rating scale directions halfway through
Collecting open text where a choice would analyze better
Launching long questionnaires with zero progress signals

Frequently asked questions about the Coaching Intake Form template

Everything you need to know about this template.

When should clients complete the intake form?: Ideally right after booking and at least two days before the first session. That gives you time to prepare questions and lets clients answer reflectively rather than on the spot.
Is the information confidential?: The template includes an explicit confidentiality acknowledgment, making your professional boundary clear from the start. Submissions live in your secured workspace, visible only to you and anyone you invite.
Can I use this for group programs?: Yes. Copy the form per participant or add fields for group name and program cohort, keeping individual goals tied to the right program.