Coaching client intake template
Goals, current situation and preferences before a coaching programme starts. Use it as it is or change anything, then share a link, embed it on your site or print a QR code.
- 9 questions
- Fills a document
Questions in this form
- First name required
- Last name required
- Email required
- Phone
- Coaching area required
- What would you like to achieve in the next 3 months? required
- How committed are you to making change right now?
- Preferred session days
- Session format
The document it creates
Every response becomes a clean document of every question and answer in the Modern design, as a PDF or Word file. It is saved to your Drive in a folder for this form and attached to the respondent's copy of their answers. With Pro you can switch to your own Word or PDF template.
How to use it
- Use the template. It opens in the form builder with the Fresh theme already applied.
- Make it yours. Change questions, logic, colours and fonts. The live preview shows exactly what respondents will see.
- Publish and share. Copy the link, embed the form on your website or download its QR code. Responses arrive in a table with charts and exports.
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Questions
Is this coaching client intake template free?
Yes. Create a free FormsBat account, use the template and share the form. The Free plan includes unlimited forms and 1,000 responses a month.
Can I change the questions and design?
Yes. Add, remove and reorder questions, change any wording, pick another theme or accent colour, and add your logo. The template uses the Fresh theme.
Do people need an account to answer?
No. Respondents open your link on any phone or computer and answer without signing up.
What happens to each response?
Every response becomes a clean document of every question and answer in the Modern design, as a PDF or Word file. It is saved to your Drive in a folder for this form and attached to the respondent's copy of their answers. With Pro you can switch to your own Word or PDF template.
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