Pre-session questionnaire for life coaches, executive coaches, and mentors — understand your client's goals, obstacles, and commitment level before the first session. An online form with 10 customizable fields.
This is the actual running form — not a screenshot. Try it yourself.
Pick your role — see how the form fits your workflow.
Understand your client's aspirations before session one. Workflow: Send intake form → Review goals & obstacles → Design coaching plan → Start with clarity and purpose.
Prepare for leadership development conversations. Workflow: Leader completes intake → Assess commitment level → Identify key challenges → Tailor coaching approach.
Get a head start on career guidance. Workflow: Mentee fills form → Review career goals → Understand learning preferences → Create development roadmap.
