Coaching templates
Coaches do their best work when they know a client's goals before the first session. An intake form gives you that, and a signed coaching agreement sets fees, rescheduling and confidentiality from day one.
Life, business and fitness coaches use the same pair: an intake before the discovery call and an agreement after it.
Which coaching form do you need?
- Client Consultation Form TemplateA discovery questionnaire before a consultation call.
- Coaching Intake Form TemplateGoals, challenges and coaching style before the first session.
- Personal Trainer Intake Form TemplateGoals, experience and schedule for fitness coaching.
- Coaching Agreement TemplateA coaching contract with packages, fees, rescheduling and confidentiality.
Tips for coaching forms
Book the call from the form
Add a Calendly or Cal.com question so new clients pick a session time right after the intake.
Sign before the first session
Send the coaching agreement after the discovery call, so terms are clear before you start.
Reuse answers in sessions
Open the client's intake before each session to keep their goals in front of you.
Frequently asked questions
What should a coaching intake form ask?
Goals, what the client has tried, what gets in the way, how they like to be coached and how they'll measure progress.
Do coaches need a signed coaching agreement?
It's good practice. A signed agreement sets fees, refunds, rescheduling and confidentiality, and states that coaching is not therapy.
Can clients book a session from the form?
Yes. Add a scheduling question connected to Calendly or Cal.com, and clients choose a time after answering.