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Pre coaching questionnaire template
Understand your clients' mental state and aspirations with this comprehensive pre coaching questionnaire template designed for any coach.
Customize this life coach intake form template to suit your specific needs, and build the perfect assessment tool to gather crucial insight about client goals, motivation, and current challenges before your first session to ensure thorough coaching from day one.
This template helps any life coach easily create a personalized questionnaire that collects basic information, personal details, and personal history while exploring each client's journey, objectives, and coaching preferences. Whether you're running an online coaching business or traditional coaching services, this intake form is extremely important for better understanding your new client before the coaching process begins.
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Create a coaching intake form that delivers deep client insights
Make a pre-coaching questionnaire using Formly's no-code platform.
Fully brand your coaching questionnaire with colors, fonts, and logos and place them exactly where potential clients encounter them—in onboarding sequences, health and wellness consultations, and coaching program enrollments.
Pre coaching questionnaire maker FAQs
1. How do I use this coaching questionnaire template?
Start by selecting the ready-made template in Formly's no-code form builder. From there, you can easily customize the template to match your coaching services and add example questions that explore client goals, current challenges, and desired outcomes. Set up logic that reveals deeper insights based on initial responses, creating a comprehensive intake form that replaces lengthy initial sessions. This life coach intake form template is designed for health and wellness coaches but can be adapted for any coaching business or online coaching program. It's the fastest way to collect crucial information and understand your coaching client before your first session.
2. What types of questions should my coaching intake form include?
Effective coaching questionnaires typically include goal-setting assessments, current life satisfaction ratings, obstacle identification, motivation drivers, personal history, and specific coaching preferences. Ask questions about what clients hope to achieve, what's holding them back, and how they prefer to receive feedback. Include open-ended questions that let clients explore their aspirations deeply, plus structured questions that help you identify patterns and priority areas. You might also gather information about previous coaching experiences, communication preferences, and specific areas they want to discuss during the coaching process.
3. Can I customize my pre-coaching questionnaire in Formly?
Yes! You can fully customize the design with your brand colors, fonts, and logo to create a professional client experience that reflects your coaching approach. Beyond aesthetics, you can tailor questions to your specific coaching methodology, add conditional logic to explore relevant areas based on client goals, and personalize the questionnaire flow for different types of coaching programs. This makes it perfect for life coaches, business coaches, wellness coaches, and any coach who needs comprehensive client insights to deliver effective, personalized coaching services.
4. How do I create a coaching intake form with smart question branching?
Form creation is a breeze with Formly. In our questionnaire builder, you can create different question paths based on client responses. For example, if someone indicates stress management as their primary goal, show questions about current coping strategies and stress triggers. If they choose career coaching, focus on professional aspirations and workplace challenges. You can also customize paths based on coaching experience level or specific life areas they want to explore. This ensures each client only sees relevant questions while you gather comprehensive insights tailored to their unique coaching needs.
5. Where can I deploy my coaching questionnaire?
You can deploy your intake form throughout your client journey! Send it before initial consultations to come prepared with insights, embed it in your coaching program signup process, or include it in your onboarding sequence for new clients. Share the direct link during discovery calls, add it to your coaching website's contact process, or use it to qualify leads for your coaching services. Whether clients are completing it on mobile or desktop, Formly's questionnaires are fully responsive and provide a smooth experience across all devices.
You can even take advantage of Formly's integration with Google Sheets to streamline your workflow and connect coaching data to 3000+ apps and automation tools.
6. How do I turn questionnaire responses into effective coaching sessions?
With our built-in analysis features, you can automatically organize client responses into comprehensive coaching profiles and session planning frameworks. Set up automated summaries that highlight key goals, challenges, and insights, then integrate with tools like Zapier, Calendly, or your client management system to create structured coaching session plans. Want to enhance your coaching process? Use the gathered information to identify priority areas for your coaching program, create personalized action plans, or develop targeted coaching questions—all based on the specific goals, obstacles, and aspirations each client shared through their detailed pre-coaching questionnaire responses.
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