Client Intake Form

Collect goals, background, and preferences in one structured form before session one, using coach-tested questions that streamline onboarding.

Worksheet · 15 min · Print-ready PDF · Free download

Get This Tool

Free PDF - professionally formatted, ready to print or fill digitally

Send me coaching tips and resources (optional) I agree to the Terms of Use

Terms · Privacy

Preview Worksheet · 15 min

When to Use This Tool

A coach who is onboarding a new client and needs a structured way to collect goals, background, and preferences before the first session

A coach who wants intake information that gives them context for how to best serve this specific client

A coach who is systematizing their onboarding and needs a consistent intake document across all clients

How to Introduce This Tool Plus

Please complete this before our first session - the more context you give me, th...

🔒 Unlock with Coaching Tools Plus →

Browse All Pages

Interactive Preview Worksheet · 15 min

Tool Classification

Domain

Coach Practice

Type

Worksheet

Phase

Discovery

Details

15 min Between sessions

Topics

Accountability Identity Values

For the Coaching Practitioner

Plus

Pathway Builder 🔒

Coaching Scenarios Plus

1 New executive client who arrives overprepared and in control

Context

A VP-level client completes the intake form in exhaustive detail - multi-paragraph goals, a structured challenge list, and a thorough description of their strengths. The form reads like a deliverable.

How to Introduce

Read the form before the session as preparation, not as an agenda. With high-achieving clients, the intake often reflect...

2 Coach systematizing onboarding for a growing practice with multiple concurrent clients 🔒

🔒

3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags

Unlock with Coaching Tools Plus

For professional coaches and coaching practitioners

Tool Flow Plus

See what this tool requires and produces in a coaching engagement

Unlock with Coaching Tools Plus

Pairs Well With

Coach Business

Business Vision & 1-Year Goals

A coach who is busy but not building toward anything clearly defined

45+ min Planner

🔒

+3 more with Plus

ICF Core Competencies: Managing Client Focus, Session Time, and Relationship Completion

Read article →

Unlock Your Coaching Potential: 5 Essential Skills Every Aspiring Coach Must Master

Read article →

We are hired to give our clients solutions that work. Aren’t we?

Read article →

Services

Company

Dallas, TX · +1 (855) 51-COACH · info@tandemcoach.co

Some content on this site was created with the assistance of AI tools and reviewed by Tandem Coaching to reflect our coaching expertise and values.

Client Intake Form

Get This Tool

Check your email

Build Your Coaching Practice

For the Coaching Practitioner