TemplatesFor coaches
Career coaching intake form: 7 questions to ask before the first session
Questions for a career transition or a job searchQuestions for a career transition or a job search. Your client describes their current or most recent role, picks where they are right now, from exploring a change to returning after a break, and says where they want to go next and what stands in the way. Optional questions ask where they want the most help, any date they’re working toward, and their LinkedIn profile.
Free until your first client pays you, then $19/month · card required
The template as your client sees it, for Northfield Leadership Co., a fictional coach, with an example package and a $750 deposit
What your client is asked
7 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.
- Short answerRequired
What’s your current role, or your most recent one?
Include the industry and roughly how long you have been in it.
- DropdownRequired
Which of these best describes where you are right now?
Choices: Employed and exploring a change · Actively job searching · Between roles · Returning to work after a break · Early in my career
- ParagraphRequired
Where would you like your career to go next?
A target role, an industry, or a kind of work. “I don’t know yet” is a perfectly good answer.
- ParagraphRequired
What feels like the biggest thing standing in your way?
- DropdownOptional
Where would you like the most help?
Choices: Getting clear on what I want · Resume and LinkedIn · Interviews · Negotiating an offer · Growing in my current role
- DateOptional
Is there a date you are working toward?
A notice period, a contract end, an application deadline: anything that sets the pace.
- Short answerOptional
Link to your LinkedIn profile
Helps me prepare before our first session.
Free tool
Not sure what deposit to ask for?
The coaching package calculator turns sessions, price and program length into a package price, a deposit and the balance due later
Other templates
Each one is a starting point for one kind of engagement. You pick one when you set up IntakePay.
- Business & executive coachingFor coaches · 8 questions
- Life coachingFor coaches · 7 questions
- Brand & design projectFor designers · 8 questions
- Consulting engagementFor consultants · 8 questions
- Tutoring packageFor tutors · 8 questions
- Service bookingFor other solo businesses · 7 questions
- Custom cake orderFor other solo businesses · 8 questions
Start with the Career coaching template
Start free from here, and the template is already picked when you set up your business
Free until your first client pays you, then $19/month · card required