About this template
Kickstart your coaching engagements effectively with this comprehensive coaching questionnaire. Designed for life coaches, business consultants, career mentors, and wellness guides, this template gathers essential background information, core values, learning styles, and specific objectives before your first official session.
By collecting these insights in advance, you can tailor your coaching orientation, understand your client's primary obstacles, and dive straight into high-impact strategy during your initial meetings. The form covers demographic details, professional background, career aspirations, primary roadblocks, and preferred coaching styles to ensure a strong coach-client fit.
With Doc2Form, you can instantly turn this template into a ready-to-use Google Form, making client onboarding seamless and professional from day one.
Key features
- Capture complete client backgrounds and professional history
- Identify top goals, career aspirations, and immediate challenges
- Understand learning styles and preferred coaching communication methods
- Uncover core values and motivation styles for personalized sessions
- Streamline client intake with a ready-to-use Google Form
Use cases
- Initial intake for new life or career coaching clients
- Pre-engagement onboarding for executive leadership coaching
- Discovery phase assessments for wellness and fitness programs
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where can I reach you with session links and updates?
- Phone Number (Short answer)Include your country code if outside the US.
- Address (Paragraph)Your current residential mailing address.
- Date of Birth (Date)Format: MM/DD/YYYY
- Occupation & Employer (Short answer)What do you do for a living and where?
- Marital & Family Status (Short answer)Briefly share your living situation or family status if you wish.
- Top 5 Goals (Paragraph)What are your most important personal or professional goals right now?
- Top 5 Challenges (Paragraph)What obstacles or hurdles are currently standing in your way?
- Desired Career or Life Changes (Paragraph)Describe the main transformations you hope to experience through our coaching.
- Greatest Accomplishments (Paragraph)What are 2 or 3 achievements in your life that you are most proud of?
- Preferred Learning Style (Multiple choice)How do you best absorb new concepts and strategies?
- Motivation Style (Paragraph)What drives you forward when things get difficult?
- Core Values & Alignment (Paragraph)What are 3 non-negotiable personal values that guide your decisions?
- Response to Challenges (Paragraph)How do you typically react when faced with unexpected roadblocks?
- Coach Style Preference (Multiple choice)What style of coaching brings out the best in you?
- Support When Stuck (Paragraph)How would you like me to respond when you procrastinate or feel stuck?
- Immediate High-Impact Steps (Paragraph)What is one quick win you would like us to tackle in our first session?
- Additional Comments (Paragraph)Is there anything else you would like me to know before we begin?
FAQ
How does Doc2Form help me set up this coaching questionnaire?
Doc2Form instantly converts this template into a fully editable Google Form, allowing you to start collecting client insights in seconds without manual setup.
Can I customize the questions to fit my specific coaching niche?
Yes! Once the template is in your Google Forms account, you can easily add, remove, or modify any questions to match your unique coaching methodology.
Is this form suitable for both career and life coaching?
Absolutely. The questionnaire covers a balanced mix of professional background, personal values, goals, and mindset hurdles suitable for various coaching disciplines.
How will I receive responses from my clients?
All submissions automatically sync directly to a connected Google Sheet, giving you organized access to your clients' responses before every session.
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.