Gather a prospect's situation, goals and expectations before the first call, so the consultation tests fit instead of starting from zero.
Quick answer
Gather a prospect's situation, goals and expectations before the first call, so the consultation tests fit instead of starting from zero.
Note: this page is for process reference only. Coaching is not therapy; if answers point to clinical needs, refer the person to a qualified health professional.
Methodology: sections mirror a standard coaching fit conversation: situation, goal, history, expectations.
Consultation time is expensive and first impressions are permanent. This pre-consultation questionnaire has prospects describe their current situation, what they want to change, any coaching or therapy history and what a good outcome looks like — giving the coach a fair read on fit, and the prospect a chance to think before the call rather than perform in it.
| Template | Pre-Consultation Questionnaire |
|---|---|
| Category | Coaching & Consulting |
| Format | Pre-call intake questionnaire |
| Time to complete | About 6 minutes per response |
| What you get | Structured, timestamped responses you can review, export or keep for audit |
| Best for | Coaches and consultants running paid or free discovery calls |
| Cost | Free to copy and customize on FormLM |
Sample form preview (fillable once the app is published).
Everything you need to run this template.
Where things stand and what hurts.
The outcome they are aiming at.
Coaching, therapy or self-study history.
Cadence, style and success picture.
From copy to deliverable in four steps.
Copy it as the pre-call step.
Situation, goal, history, expectations.
Judge fit and sketch the call.
Talk specifics, not basics.
Pick your role — see how it fits your workflow.
Only take calls that can convert.
Be understood before speaking.
Protect premium consultation time.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
