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Coaching Intake Forms

Discover the importance of a Coaching Intake Form in setting up a successful coaching relationship. Download our free template!

Audrey Liz Perez avatar

By Audrey Liz Perez on Aug 2, 2025.

Fact Checked by Nate Lacson.

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Coaching Intake Forms Template

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Commonly asked questions

Coaching intake forms are used by coaches of various types, including life coaches, business coaches, wellness coaches, and more.

These forms are typically used at the onset of a coaching relationship, before the first official session.

The client completes the form, and the coach reviews it. This process allows the coach to understand better the client's needs, goals, and expectations, guiding the coaching process.

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