What should a coaching intake form ask?

The goal (one, not many), what they've already tried, what success looks like, and session logistics. Depth on four questions beats breadth on twenty.

Why ask what clients have already tried?

It saves your first three sessions: you skip the advice they've already burned through, and how they describe past attempts reveals how they frame setbacks.

When should clients complete the intake form?

After booking, before the first session — writing answers down privately produces more honest self-assessment than saying them to a stranger's face.

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Onboarding AI-Powered

Coaching Intake Form

Free coaching intake form template. Capture goals, past attempts, and what success looks like before the first session — so it starts at depth, not introductions.

coachingintakeclientgoalssessions

Use This Template

Free to use. No credit card required.

Fields included

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Full Name
Text input• Required
@
Email Address
Email address• Required
=
What's the #1 thing you want coaching on?
Long text• Required
=
What have you already tried?
Long text• Required
=
What does success look like in 6 months?
Long text• Required
o
Preferred Session Format
Single choice• Required
#
Phone (optional)
Phone number

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 #1 thing you want coaching on?: Singular by design. 'Everything' is not coachable; one named goal is.
What have you already tried?: Maps the terrain and the mindset in one answer — and stops you prescribing what already failed.
What does success look like in 6 months?: The measuring stick for the whole engagement, written by the client on day zero.

Best for

Customer or employee onboarding flows that need structured context.
Teams collecting preferences before a kickoff or handoff.
Services that need intake details without overwhelming new users.

Why use this template

This template gives you a ready-to-edit conversational flow, so you can publish faster while still collecting the context a static form often misses. Start with the included fields, then adjust labels, required fields, and AI-powered follow-ups inside SiliForm.

Frequently asked questions

What should a coaching intake form ask?: The goal (one, not many), what they've already tried, what success looks like, and session logistics. Depth on four questions beats breadth on twenty.
Why ask what clients have already tried?: It saves your first three sessions: you skip the advice they've already burned through, and how they describe past attempts reveals how they frame setbacks.
When should clients complete the intake form?: After booking, before the first session — writing answers down privately produces more honest self-assessment than saying them to a stranger's face.

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