New Client Intake Forms and Coaching Questions
Bring your new clients on board in style with our New Client Intake Forms and Coaching Questions. The effective onboarding of a new coaching client is essential to ensuring you launch the coaching relationship on the right foot, and this resource kit is just what you need to do that. With carefully curated questions, we have both short and long-form options that cover 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.
What’s included
Your download includes:
✅ Resource Guide: Details and instructions on how to use client intake forms.
✅ Coaching Questions: More than 35 coaching questions for coaches to help guide the onboarding process for new clients.
✅ New Client Intake Form – short version, 12 questions (Microsoft Word + PDF): Simply add your brand and send the form to your coachee to complete before your first coaching session.
✅ New Client Intake Form – long version, 35 questions (Microsoft Word + PDF): This extended form builds on the foundation of the short form, with 35 carefully curated questions to help form the basis of your initial ‘meet-and-greet’ or as a guide for your first formal coaching 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:
» Personal insights and clear goals for the coaching engagement (outcomes)
» Expectations, nature, and tone of the coaching engagement (relationship, psychological)
» Details on procedures and how the coaching experience will work (process)
Our new client intake forms provide 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