New Client Intake Form - Free Download
New Client Intake Form - Free Download

FREE New Client Intake Form

US$0.00

The effective onboarding of a new coaching client is essential to ensuring you launch the coaching relationship on the right foot – and our FREE new client intake form can help you do just that! With carefully curated questions, this form covers the fundamental areas of (1) Personal Insights; (2) Goals for the Coaching Engagement; (3) Expectations for Working Together; and (4) the Coaching Process. Simply add your brand, and edit the questions to suit. Or use it as is. We’ll leave the decision-making to you.

Please note: By completing your download you are agreeing to be bound by our Coaching Tools Shop licensing terms.

The effective onboarding of a new coaching client is essential to ensuring you launch the coaching relationship on the right foot – and our FREE new client intake form can help you do just that! With carefully curated questions, this form covers the fundamental areas of (1) Personal Insights; (2) Goals for the Coaching Engagement; (3) Expectations for Working Together; and (4) the Coaching Process. Simply add your brand, and edit the questions to suit. Or use it as is. We’ll leave the decision-making to you.

Please note: By completing your download you are agreeing to be bound by our Coaching Tools Shop licensing terms.

New Client Intake Forms and Coaching Questions
New Client Intake Forms and Coaching Questions
US$9.99
*BESTSELLER* New Client Onboarding + Coaching Tools Megapack
*BESTSELLER* New Client Onboarding + Coaching Tools Megapack
US$47.99 US$99.99

What’s included

Your FREE download includes:

✅ New Client Intake Form (Microsoft Word): Simply add your brand and send the form to your coachee to complete in advance of your first coaching session. Or, use the questions to help form the basis of your initial ‘meet-and-greet’ conversation. The options are over to you!


What we love about this tool

The carefully curated questions in this form, help ensure you capture insights across the three foundational areas, essential to good contracting. The new client intake captures details across:

» Personal insights and clear goals for the coaching engagement (outcomes)
» Expectations, nature, and tone of the coaching engagement (psychological)
» Details on procedures and how the coaching experience will work (process)

FREE New Client Intake Form Download

Our new client intake form is a carefully curated set of questions designed to 'onboard' your new coaching clients. It helps you gain all the relevant details you need to start the coaching engagement.

Please note: By completing your download you are agreeing to be bound by our Coaching Tools Shop licensing terms. See coachingtoolsshop.com/legal