A structured intake questionnaire that gets a coaching prospect to name, rank and describe their core challenge, so sessions start on the real problem.
Quick answer
A structured intake questionnaire that gets a coaching prospect to name, rank and describe their core challenge, so sessions start on the real problem.
Most prospects arrive with a vague complaint, not a defined challenge. This inventory walks them through the areas coaching touches - career, confidence, relationships, habits, leadership - and asks them to rate intensity, name frequency and quote their own words. The output is a ranked problem list with evidence, which turns a first session from discovery into a contract on what to work on.
| Template | Client Challenge and Pain Point Inventory |
|---|---|
| Category | Coaching & Consulting |
| Format | Structured form with copy-ready fields |
| Time to complete | About 10 minutes per response |
| What you get | Structured, timestamped responses you can review, export or keep for audit |
| Best for | Coaches in discovery · Practice builders · Niche specialists |
| Cost | Free to copy and customize on FormLM |
Sample form preview (fillable once the app is published).
What you get when you copy this template.
Tick the life and work areas under pressure.
Rate each problem 1-10 and how often it shows up.
Capture the exact phrase the client uses, not your translation.
Client orders their top three challenges before you read a word.
Four steps from copy to a usable result.
Attach it to your booking page or discovery email.
About 8 minutes, plain language, no jargon.
See intensity, frequency and the client's own phrasing.
Open session one on the top-ranked problem.
Where this fits in a coaching practice.
Walk into the first call with the problem already named.
Turn scattered enquiries into a repeatable intake step.
Compare challenges across clients to sharpen your offer.
What makes it work as a professional deliverable.
Real items from the template - every field stays editable in your workspace, and responses are archived per submission.
