Client Intake Form for Coaches – Editable

The Client Intake Form for Coaches – Editable helps coaches gather essential client information and set clear expectations from the start, making a professional first impression with new clients.

It works for executive and leadership coaches, life, business, and mindset coaches, and new or seasoned coaches building professional workflows.

What's Included

• Editable Word document intake form

• Coach instruction guide with how-to and licensing info

How to Use

• Add your logo in the placeholder provided and customize the footer

• Send the form to clients before your first session

• Use the fillable text boxes and checkboxes to capture client details and time zone preferences, session format and day/time availability, coaching package and billing info, coaching agreements and confidentiality, and cancellation/rescheduling policy acknowledgment

Licensing

This product is for personal coaching business use only. You may edit the branding, including the logo and footer. Resale, sharing, or public distribution is not permitted.

To explore more editable coaching tools, visit www.TalentRefinement.com

All sales final. Digital downloads are non-refundable.