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8 intake templates, or start from scratch

Each one is a starting point of 7 to 8 questions, written for one kind of engagement. Pick one when you set up, then reword, reorder, add or remove questions, up to 10. Links you have already sent keep the questions they were created with.

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Free until your first client pays you, then $19/month · card required

For coaches

Business & executive coaching

For leadership and executive engagements: role, goals, sponsor and cadence before the first session

Example: 12-week leadership program, $1,500 deposit

Open it as your client sees itStart with this template

8 questions · 4 required

  1. What’s your current role, and where do you work?

    Short answerRequired

  2. Six months from now, what would make this coaching a clear success?

    ParagraphRequired

  3. What’s the biggest leadership challenge in front of you right now?

    ParagraphRequired

  4. Is anyone else involved in this engagement, such as a sponsor, manager or HR partner?

    Short answerOptional

  5. How often would you like to meet?

    DropdownRequired

  6. When would you like to start?

    DateOptional

  7. Have you worked with a coach before?

    DropdownOptional

  8. How did you hear about me?

    Short answerOptional

For coaches

Career coaching

For career transitions and job searches: where they are now, where they want to go, and by when

Example: Career transition package (6 sessions), $750 deposit

Open the coach demoStart with this template

7 questions · 4 required

  1. What’s your current role, or your most recent one?

    Short answerRequired

  2. Which of these best describes where you are right now?

    DropdownRequired

  3. Where would you like your career to go next?

    ParagraphRequired

  4. What feels like the biggest thing standing in your way?

    ParagraphRequired

  5. Where would you like the most help?

    DropdownOptional

  6. Is there a date you are working toward?

    DateOptional

  7. Link to your LinkedIn profile

    Short answerOptional

For coaches

Life coaching

For life coaching programs: the goals, values and transitions your client wants to work on

Example: 3-month life design program, $600 deposit

Open the coach demoStart with this template

7 questions · 4 required

  1. What’s prompting you to work with a coach right now?

    ParagraphRequired

  2. Which part of your life would you most like to focus on?

    DropdownRequired

  3. By the end of our work together, what would you like to be different?

    ParagraphRequired

  4. Which three values matter most to you at the moment?

    Short answerOptional

  5. Is there a change or milestone coming up that we should plan around?

    Short answerOptional

  6. How much time can you give this each week, outside our sessions?

    DropdownRequired

  7. When would you like to start?

    DateOptional

For designers

Brand & design project

A project brief: what you are making, for whom, by when, and for roughly what budget

Example: Brand identity project, $2,500 deposit

Open it as your client sees itStart with this template

8 questions · 5 required

  1. What’s the name of the business or brand?

    Short answerRequired

  2. What are we making together?

    DropdownRequired

  3. Tell me about the business and what this project needs to achieve

    ParagraphRequired

  4. Who is your ideal customer?

    ParagraphRequired

  5. Three words you would like people to use about your brand

    Short answerOptional

  6. Competitors, brands or work you admire

    ParagraphOptional

  7. Is there a launch date or deadline?

    DateOptional

  8. What budget range do you have in mind for this project?

    DropdownRequired

For consultants

Consulting engagement

Scope the engagement: the problem, the outcome, who decides, and the data you will start from

Example: Operations assessment (6 weeks), $3,000 deposit

Open it as your client sees itStart with this template

8 questions · 5 required

  1. What’s your organization, and what is your role there?

    Short answerRequired

  2. How many people work at your organization?

    DropdownOptional

  3. In a few sentences, what problem are we solving?

    ParagraphRequired

  4. What does a successful outcome look like at the end of the engagement?

    ParagraphRequired

  5. Who makes the final decision, and who else should be involved?

    Short answerRequired

  6. How soon do you need results?

    DropdownRequired

  7. When would you like the engagement to start?

    DateOptional

  8. What has been tried so far, and what data or documents already exist?

    ParagraphOptional

For tutors

Tutoring package

Written for the parent or guardian, and academic only: the student, the subjects, the goals and the start date

Example: 10-week Algebra I program, $600 deposit

Open it as your client sees itStart with this template

8 questions · 4 required

  1. Student’s first name

    Short answerRequired

  2. What grade is the student in?

    DropdownRequired

  3. Which subject or subjects is this program for?

    Short answerRequired

  4. What would you like the student to achieve by the end of the program?

    ParagraphRequired

  5. Where is the student finding this subject difficult right now?

    ParagraphOptional

  6. Would you prefer online or in-person sessions?

    DropdownOptional

  7. Which times generally work best for sessions?

    DropdownOptional

  8. When would you like the program to start?

    DateOptional

For other solo businesses

Service booking

What they’d like to book, the date and how flexible it is, where it happens, the budget and anything you should know

Example: Half-day family photo shoot, $150 deposit

Open it as your client sees itStart with this template

7 questions · 3 required

  1. What would you like to book?

    ParagraphRequired

  2. What date would you like?

    DateRequired

  3. How flexible is that date?

    DropdownRequired

  4. Where will it be?

    Short answerOptional

  5. What budget do you have in mind?

    DropdownOptional

  6. Anything I should know before we start?

    ParagraphOptional

  7. How did you hear about me?

    Short answerOptional

For other solo businesses

Custom cake order

The date, servings, flavour and design, photos of cakes they love, allergies to keep out, and pickup or delivery

Example: Two-tier birthday cake, $50 deposit

Open the photographer demoStart with this template

8 questions · 5 required

  1. When do you need it?

    DateRequired

  2. How many people should it serve?

    DropdownRequired

  3. Flavour and filling

    Short answerRequired

  4. Describe the design

    ParagraphRequired

  5. Photos of designs you like

    PhotosOptional

  6. Allergies to keep out of this order

    CheckboxesRequired

  7. Anything else we should know about allergies or diet?

    Short answerOptional

  8. Pickup or delivery?

    DropdownOptional

Any engagement

Start from scratch

An empty form for up to 10 questions of your own

Start with a blank form

No questions to start with. Add up to 10 of your own: short answer, paragraph, dropdown, checkboxes, date, photos. Every question can be required or optional.

Pick a template, then send your first link

Start freeSee what your client sees

Free until your first client pays you, then $19/month · card required