Understand new coaching clients before the first session: goals, obstacles, history, and how they want to be coached.
Ready to use
Full name
Short Answer
Email address
Phone number
Phone Number
Have you worked with a coach before?
Multiple Choice
Which areas do you want to focus on?
Checkboxes
What would you like to be different in 6 months?
Long Answer
What have you already tried, and what happened?
Long Answer
What tends to get in your way?
Long Answer
How ready are you to make changes right now?
Linear Scale
How do you like to be supported and challenged?
Long Answer
A coaching intake form that makes the first session count double: the client's six-month vision, what they've tried, what gets in their way, and how they want to be coached. Reflection that starts working before you've even met.
A good intake form is the first coaching intervention. Writing down 'what would be different in six months' forces the goal clarity most clients arrive without, and 'what have you already tried' saves you from prescribing week one what failed in year three. The readiness scale sets honest expectations for pace on both sides.
The 'how do you like to be supported and challenged' question is the one clients remember. It signals that the coaching will be built around them, and it genuinely calibrates your style from session one.
Right after booking, while motivation is high. Completion of the intake is itself a commitment signal, so chase non-completers gently before investing a full session.
Formly is GDPR compliant and hosted in Europe with no respondent tracking. Keep workspace access to yourself, and export or delete records per your confidentiality agreement.
Yes. Duplicate the form per cohort and ask Formly's AI to adapt it ("make this an intake for an 8-week group program").
Not an exact fit? Use this template as a starting point and edit anything, or describe what you need and let Formly's AI adapt it for you.
