Client Intake Form for Coaches
Make a powerful first impression with this Client Intake Form, designed for professional coaches who want to gather essential client info and set clear expectations from the start.
This Bundle Includes:
An editable Word document intake form
A coach instruction guide with how-to and licensing info
The Form Covers:
Client details and time zone preferences
Session format, day/time availability
Coaching package and billing info
Coaching agreements and confidentiality
Cancellation/rescheduling policy acknowledgment
Editable Features:
Placeholder to add your own logo
Fillable text boxes and checkboxes
Customizable footer
Ideal For:
Executive and leadership coaches
Life coaches, business coaches, mindset coaches
New or seasoned coaches building professional workflows
🔐 Licensing Terms
This product is for personal coaching business use only.
You may edit branding (logo, footer).
You may not resell, share, or distribute publicly.
To explore more editable coaching tools, visit: www.TalentRefinement.com
What’s Included
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Coaching_Intake_Form_Editable.docx (Editable client-facing form)
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Coaching_Intake_Form_Instructions_Editable.pdf (Coach instructions and licensing guide)
👉 Files are delivered in a ZIP folder for instant download.
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