Enter your coaching niche, methodology, and client type — get a complete, professional intake form with niche-specific questions, assessment scales, consent language, and onboarding flow. Download as PDF.
The more specific you are, the more tailored your intake form will be.
Complete the 3 steps on the left and click "Generate My Intake Form" to get your professional, niche-specific intake form.
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Just want a blank template?
Download generic intake form template →15–20 intake questions tailored to your exact niche — executive coaches get different questions than health coaches. Drawn from our database of 73 validated intake questions.
Relevant self-assessment scales pre-built into your form — Wheel of Life, confidence scales, readiness ratings, and others appropriate for your niche and methodology.
Professional consent language, confidentiality clauses, and coaching agreement framework — appropriate for your client type and format (1:1, group, corporate).
A structured goal-setting and expectation-setting section aligned with your methodology — GROW, Co-Active, or general frameworks depending on your selection.
Questions that help you identify ideal clients and red flags before the engagement begins — saving you from difficult relationships down the line.
Download your complete intake form as a clean, print-ready PDF. Send directly to clients via email or embed in your onboarding flow.
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