TemplatesFor coaches

Business & executive coaching intake form: 8 questions to ask before the first session

Questions for a leadership or executive coaching engagement, answered before the first sessionQuestions for a leadership or executive coaching engagement, answered before the first session. Your client gives their role and company, what would make the coaching a clear success six months from now, and the leadership challenge in front of them. You also learn whether a sponsor, manager or HR partner is involved, and how often they’d like to meet.

Use this template Open it as your client sees it

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

Northfield Leadership Co.

12-week leadership program

Deposit due today

$1,500.00

Secure payment through Stripe

Questions from Northfield Leadership Co.

Answer these, then pay your deposit

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

Your title and organization, e.g. VP of Operations at a 200-person logistics company.

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

Be as concrete as you can: a promotion, a stronger team, a decision made, a habit that stuck.

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

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

If your company is sponsoring the coaching, add their name and role so we can agree up front on how progress is shared.

How often would you like to meet?

When would you like to start? Optional

Have you worked with a coach before? Optional

How did you hear about me? Optional

The template as your client sees it, for Northfield Leadership Co., a fictional coach, with an example package and a $1,500 deposit

What your client is asked

8 questions · 4 required. Reword, reorder, add or remove any of them before you send your first link, up to 10 questions. Links you have already sent keep the questions they were created with.

What’s your current role, and where do you work?
Your title and organization, e.g. VP of Operations at a 200-person logistics company.
Short answerRequired
Six months from now, what would make this coaching a clear success?
Be as concrete as you can: a promotion, a stronger team, a decision made, a habit that stuck.
ParagraphRequired
What’s the biggest leadership challenge in front of you right now?
ParagraphRequired
Is anyone else involved in this engagement, such as a sponsor, manager or HR partner?
If your company is sponsoring the coaching, add their name and role so we can agree up front on how progress is shared.
Short answerOptional
How often would you like to meet?
Choices: Weekly · Every two weeks · Monthly · Not sure yet, let’s discuss
DropdownRequired
When would you like to start?
DateOptional
Have you worked with a coach before?
Choices: No, this is my first time · Yes, once before · Yes, several times
DropdownOptional
How did you hear about me?
Short answerOptional

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Other templates

Each one is a starting point for one kind of engagement. You pick one when you set up IntakePay.

All templates

Start with the Business & executive coaching template

Start free from here, and the template is already picked when you set up your business

Start free Open it as your client sees it

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