What should a coaching or consulting intake form ask?

Contact info, the client's main goal, whether they've worked with a coach before, and their availability. Skip anything you can just ask live in the first session.

Why ask what's gotten in the way of the goal?

It surfaces the real obstacle before session one, so you're not spending the first 20 minutes of the call just discovering it.

Does the AI follow-up apply to this form?

Yes — on the open-ended goal and obstacle answers, SiliForm can ask one clarifying question when the response is vague, so you walk into the first session with more than a one-line summary.

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Onboarding AI-Powered

Client Intake Form

Free client intake form template for coaches and consultants. AI-powered follow-up questions adapt to each client's goals — no code, unlimited responses.

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Use This Template

Free to use. No credit card required.

Fields included

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Full Name
Text input• Required
-
Email Address
Text input• Required
=
What's the main goal you'd like to work on?
Long text• Required
o
Have you worked with a coach or consultant before?
Single choice• Required
=
What's gotten in the way of reaching this goal so far?
Long text
x
Best times for sessions (select all that apply)
Multiple choice

Try this form live

This is the exact experience your respondents get — one question at a time, with the AI adapting each question to your answers and validating them as you go. Clone it to add your branding, logic, and response analytics.

Why each question earns its place

What's the main goal you'd like to work on?: Open-ended and required — this is the one answer the entire first session gets built around.
Have you worked with a coach or consultant before?: Tells you whether to explain the process from scratch or skip straight to goals.
Best times for sessions (select all that apply): Optional, but collecting it upfront saves a scheduling email back-and-forth before the first call.

Best for

Teams launching a client intake form flow, tailored around intake, coaching, onboarding.
Customer or employee onboarding flows that need structured context.
Teams collecting preferences before a kickoff or handoff.

Why use this template

Onboard new coaching or consulting clients with a guided discovery conversation instead of a static questionnaire. This client intake form template gives you a ready-to-edit conversational flow, so you can publish faster while still collecting the context a static form often misses. Adjust labels, required fields, and AI-powered follow-ups inside SiliForm.

Frequently asked questions

What should a coaching or consulting intake form ask?: Contact info, the client's main goal, whether they've worked with a coach before, and their availability. Skip anything you can just ask live in the first session.
Why ask what's gotten in the way of the goal?: It surfaces the real obstacle before session one, so you're not spending the first 20 minutes of the call just discovering it.
Does the AI follow-up apply to this form?: Yes — on the open-ended goal and obstacle answers, SiliForm can ask one clarifying question when the response is vague, so you walk into the first session with more than a one-line summary.

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