About this template
The Coaching Application Form is designed for professional coaches, mentors, and consultants who need a structured way to vet potential clients. Instead of back-and-forth emails, this form allows you to collect essential background information, business challenges, and personal goals before you ever step into a discovery call. By standardizing your intake process, you save time and ensure that every prospective client you speak with is a good fit for your specific coaching methodology.
This template covers everything from current business revenue and growth roadblocks to the applicant's personal motivations and entrepreneurial archetype. Using Doc2Form to deploy this as a Google Form allows you to automatically store responses in a linked spreadsheet, making it easy to review, compare, and track your pipeline of potential coaching candidates. It is the perfect tool for scaling your practice while maintaining a high standard of client selection.
Key features
- Standardize client intake to save time on discovery calls.
- Collect detailed business metrics and personal goals upfront.
- Easily export responses to Google Sheets for client tracking.
- Fully customizable to match your coaching brand and style.
- Mobile-friendly design for applicants on the go.
Use cases
- Vetting new clients for 1-on-1 business coaching programs.
- Qualifying leads for group mentorship or mastermind cohorts.
- Gathering pre-session data for fitness or health coaching intake.
- Assessing client readiness for high-ticket consulting services.
What this form collects
- Full Name (Short answer)Please provide your legal name.
- Email Address (Short answer)The best email to reach you for follow-up.
- Current Business/Project Description (Paragraph)Briefly describe what you are currently working on and the main problem you are trying to solve.
- Top 3 Intentions for the Next 6 Months (Paragraph)What are the primary outcomes you hope to achieve by working with a coach?
- Current Roadblocks (Paragraph)What do you feel is currently holding you back from reaching your goals?
- Why Now? (Paragraph)Why have you decided that now is the right time to seek mentorship or coaching?
- Current Annual Revenue (Dropdown)Please provide an estimate of your current annual business revenue.
- Portfolio or Social Media Links (Short answer)Please paste a link to your website, LinkedIn profile, or portfolio so I can learn more about your work.
FAQ
Why should I use an application form instead of a direct booking link?
An application form acts as a gatekeeper. It ensures you only spend time on discovery calls with clients who are qualified, serious, and a good match for your specific expertise.
Can I add my own questions to this template?
Yes. Once you convert this template to a Google Form, you can add, remove, or edit any questions to better reflect your unique coaching niche.
How do I get notified when someone applies?
Google Forms has a built-in notification feature. You can enable email notifications in the 'Responses' tab of your form to receive an alert every time a new application is submitted.
Is this form suitable for both business and life coaches?
Absolutely. While the template includes business-focused fields like revenue and roadblocks, you can easily swap these for life-coaching specific questions like personal values or wellness habits.
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.