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.
Quick answer
Free coaching intake form template for life coaches, executive coaches, and mentors. Collect client goals, obstacles, and commitment with 10 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.
A preview of real questions from this template — the full version adds scoring logic, branching and a personalized report per respondent.
