Coaching Client Intake Form (non-editable)

Still chasing client details across emails, DMs, and last-minute session messages before session one? This fillable 3-page coaching intake form helps you collect client information, session preferences, billing details, and coaching agreements in one place so onboarding feels smoother, cleaner, and more professional.
 
Instead of piecing together your intake process from scratch, use a client-ready form that reduces back-and-forth, clarifies expectations early, and helps you start each coaching relationship with more structure. It is designed for coaches who want a more polished client onboarding process without wasting time building forms themselves.
 
This package includes:
Fillable Client Intake Form (PDF): Easy for clients to complete digitally.
Coach Instructions & Licensing Guide (PDF): Helps you maximize use and stay compliant.
 
The Intake Form Covers:
Client contact info
Time zone and session logistics
Coaching preferences
Billing and payment details
Core coaching agreements (confidentiality, cancellations)
 
The Instructions Include:
When and how to send the form
How to review client responses before the first session
Usage rights and licensing information
 
Important Notes:
For personal coaching use only.
Redistribution, resale, or editing of this product is prohibited.
Visit TalentRefinement.com for editable versions and more coaching tools.