Sent after an engagement ends: what the client still wants to work on, which support they prefer now, and what would bring them back.
Quick answer
Sent after an engagement ends: what the client still wants to work on, which support they prefer now, and what would bring them back.
Most coaching revenue is lost to silence rather than refusal - the client drifts and nobody asks. This survey goes out at close or ninety days later: what still needs attention, whether they want a session, a group, a course or self-paced material, how much time and budget they realistically have, and what would make them return. Answers route directly into a re-engagement offer that matches the stated need.
| Template | Follow-up Coaching Needs Survey |
|---|---|
| Category | Coaching & Consulting |
| Format | Survey with exportable responses, no scoring |
| 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 with past clients · Programme sellers · Practices moving online |
| 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.
What the client would still work on.
One-to-one, group, course or self-paced.
Time per week and budget band.
What would bring them back.
Four steps from copy to a usable result.
Not the day after; give the change time to settle.
The next engagement agenda writes itself.
Format and cadence follow the answer.
Reach out when their stated condition appears.
Where this fits in a coaching practice.
A warm re-engagement path.
Read demand before building the next offer.
Learn which format clients actually want.
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.
