Coaching Intake Form

Coaching Intake Form: What Is It?

A Coaching Intake Form is handed over to clients by a coach with the purpose of obtaining relevant information about the client. The purpose of the form seeks to focus on and collect information concerning three main areas:

• Personal information about the client;
• Information about any expectations the client may have as well as their goals, aims and motivation;
• The types of services the client is interested in.

This Coaching Intake Form is usually given to clients prior to any sessions commencing. It provides the coach with an opportunity to get familiar with the client and find out more information about them. This is important as the obtained information can be used to effectively plan and design any sessions that the client would require.

It allows the coach to evaluate their own services and decide on which services the client would benefit from. In order to do this effectively, the client must provide as much relevant detail as possible. The only way to ensure that the client does so is by using a well-structured form that will contain all relevant questions within.

A Coaching Intake Form template can be downloaded by clicking the link below.

Haven't found the template you're looking for? Take a look at the related templates below:

• Coaching Contract Template;
• Personal Training Contract Template;
• Coach Evaluation Form.