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Coaching intake form template

A new client's goals, background and what success looks like, before the first session.

Use this templateFree · no credit card
  • 7 questions
  • 2 pages
  • 3 min to fill in
  • Business
formkit.app/you/coaching-intake
Coaching intake

Before we start

Seven questions, about five minutes. There are no wrong answers.

7 questions · 2 pages
Try a theme

This is the real template. Fill it in, then make it yours.

Seven questions over two short pages, so you know what a client wants before the first session. They can save and finish later.

Who it’s for

Coaches, consultants and mentors starting work with a new client.

Page by page

Every question in this template

The pages as a respondent meets them. Pick any question to open it in the live preview above.

  1. Page 1Questions5 questions
  2. Page 2Practicalities2 questions
  3. ThenThank you

    I'll read this before our first session.

What comes back

Every answer, in one place

Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.

  • Partial answers and drop-off by question, on every plan
  • CSV, JSON and PDF on every plan, Excel on Pro
  • Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
Maya OkaforCoaching intake · just nowNew
Your name
Maya Okafor
Your email
maya@northstar.co
What would you like to change or achieve?
Their answer, in their own words
What have you tried so far?
Their answer, in their own words
What would make our work together a success for you?
Their answer, in their own words
When are you usually free for sessions?
Weekday morningsWeekday afternoons

and 1 more answers

From template to live form

Three steps, a couple of minutes

  1. Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
  2. Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
  3. formkit.app/you/coaching-intake3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
Make more of it

What this form can also do

PaymentsPaid for first, then sent.Explore Branding and custom domainsForms that look like you, on your own domain.Explore

Questions about this template

Can clients pay for sessions on the form?

On Pro, connect your own Stripe account in the form's settings and take payment as the form is sent.

Can it look like my brand?

Yes. Your logo and colours on every plan; your fonts, custom CSS and domain on Pro.

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