About this template
The Business Coaching Intake Form is a vital tool for professional coaches to bridge the gap between initial contact and a productive first session. By collecting comprehensive data upfront, you can spend your time coaching rather than asking basic discovery questions. This template is designed to help you understand your client's current business landscape, their specific pain points, and their long-term vision, allowing you to tailor your strategy effectively from day one.
This form covers everything from basic contact information and company details to deep-dive questions about marketing strategies, lead generation, and operational challenges. By standardizing your intake process, you create a professional experience that signals to your clients that you are organized, results-oriented, and ready to help them scale their business. Use this data to identify immediate opportunities for growth and ensure you are fully prepared for every coaching call.
Key features
- Standardize your client onboarding process.
- Assess business health and operational maturity.
- Identify specific client pain points before the first meeting.
- Collect contact and company background information in one place.
- Easily export responses to Google Sheets for tracking.
Use cases
- New client onboarding for executive coaching programs.
- Pre-session assessment for business strategy workshops.
- Discovery calls for potential consulting engagements.
- Quarterly business review and goal-setting sessions.
What this form collects
- Full Name (Short answer)Please provide your full legal name.
- Contact Information (Paragraph)Please provide your best email address and phone number.
- Company Name (Short answer)What is the name of your business or organization?
- Business Goals (Paragraph)What are your primary goals for the next 6 to 12 months?
- Biggest Business Challenge (Paragraph)What is the single biggest obstacle currently preventing your business from growing?
- Marketing & Lead Generation (Paragraph)Briefly describe your current approach to finding new customers.
- Preferred Coaching Focus (Checkboxes)Which area would you like to prioritize in our sessions?
- Agreement to Terms (Multiple choice)By submitting this form, you acknowledge that you have read and agreed to our coaching terms and cancellation policy.
FAQ
How do I use this template with my clients?
Simply click to create your own copy of the form, customize the questions to fit your specific coaching niche, and send the link to your new clients as part of your welcome email.
Can I add my own branding to this form?
Yes. Within Google Forms, you can easily change the header image, color theme, and fonts to match your business branding.
Is this form suitable for group coaching?
Absolutely. You can use this form for individual or group coaching by adjusting the questions to focus on the specific needs of the participants.
How can I track the responses?
Google Forms automatically saves all responses in a connected Google Sheet, making it easy to review your clients' answers and keep your notes organized.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.