Create a Coaching Intake Form with AI in Seconds

Include personal contact details, current challenges or goals, previous coaching experience, preferred communication style, and specific questions relevant to your coaching niche. Life coaches might ask about life satisfaction ratings, while executive coaches should include leadership style and organizational challenges. Most effective intake forms have 10-15 focused questions that help you understand your client's needs before the first session.

Using Weavely's AI form generator, simply describe your coaching niche and what client information you need to collect. The AI creates a customized intake form with relevant questions for your specific type of coaching. You can then share the form via link, embed it on your website, or send it directly to prospective clients. No design skills or templates needed.

Send intake forms after the discovery call but before your first official coaching session. This allows you to qualify leads during the discovery call, then collect detailed background information from committed clients. The intake form helps you prepare for your kickoff session and ensures you spend coaching time on actual development rather than gathering basic information about goals and challenges.

Aim for 10-15 questions to balance thoroughness with client completion rates. Too many questions can overwhelm new clients and reduce form completion. Focus on essential information like contact details, current challenges, goals, previous coaching experience, and 3-5 niche-specific questions relevant to your coaching specialty. You can always gather additional details during your actual coaching sessions.