Streamline Your Coaching Onboarding with a Client-Ready Intake Form
- Admin
- Apr 29
- 2 min read
Updated: May 8
Starting a new coaching relationship is exciting — but without a clear intake process, it can quickly turn chaotic. As a professional coach, the way you onboard your clients sets the tone for your entire working relationship. That's why having a client-ready coaching intake form is essential.
At Talent Refinement, we created a fillable Coaching Intake Form with built-in instructions to make onboarding simple, professional, and seamless.
Why a Client Intake Form for Coaches Matters
A thoughtful intake process:
Builds immediate trust
Sets clear expectations
Protects both you and your client with coaching agreements
Helps you stay organized and prepared for every session
Instead of scrambling for information later, everything you need — client details, preferred communication formats, session logistics, and billing info — is gathered upfront.
What’s Included
When you download our Client-Ready Coaching Intake Form, you’ll receive:
A fillable PDF your clients can complete digitally.
A Coach Instruction Guide showing you when and how to use the form effectively.
It covers essential topics like:
Client information and session preferences
Payment methods and billing details
Cancellation and confidentiality agreements
This helps you create a seamless onboarding experience that positions you as a polished and professional coach.
How to Use the Coaching Intake Form
Send the form after a client books their first session.
Review it before the first meeting to confirm session logistics and expectations.
Use it as a foundation for your coaching relationship moving forward.
It’s that simple — and it makes a powerful first impression!
Ready to Elevate Your Coaching Business?
Investing in your client onboarding process is one of the smartest moves you can make. Download the Client-Ready Coaching Intake Form Bundle today and start welcoming new clients with confidence and clarity.
