Client Intake Form For Business Coaches (Grab a Copy!)
If you’re a business coach, you already know this truth: great coaching starts long before the first session.
It begins with understanding your client’s goals, challenges, and the bigger picture of their business—and the best way to gather that insight is through a powerful, well-structured client intake form.
That’s why we created the Ultimate Client Intake Form for Business Coaches—a plug-and-play tool that helps you onboard clients with clarity, confidence, and professionalism.
Why an Intake Form Matters for Business Coaches
Coaching isn’t one-size-fits-all. Every client brings a different business model, mindset, and set of expectations. Without the right intake questions, you could spend your first few sessions just trying to catch up.
This form helps you:
- Understand the full scope of their business before your first call
- Set expectations and boundaries from the start
- Show up prepared to deliver immediate value
- Identify hidden gaps or opportunities they might not even see themselves
What’s Inside the Intake Form
This isn’t just a few surface-level questions. It’s a deep dive that covers:
- Financial goals, current revenue, and expenses
- Current offers and upcoming ideas
- Team, tools, systems, and bottlenecks
- Audience details, brand messaging, and marketing habits
- Business goals and pain points
- Client transformation insights (before & after working with you)
Whether you offer one-on-one coaching, group programs, or VIP intensives, this intake form gives you a clear roadmap for your client’s journey—and positions you as the expert guide.
How to Use It
- As part of your onboarding process for new clients
- Before a paid strategy session or audit
- As a diagnostic tool to uncover where clients need the most support
- To elevate your professionalism and client experience
You can deliver it as a Google Form, include it in your welcome packet, or even walk through it live during your kickoff call.
Make It a Product
Want to offer this as a lead magnet or digital product?
That’s exactly what we show you how to do in our recent Pagewheel workshop. You can:
- Upload the form as a PDF or editable link
- Customize your sales and delivery pages with Pagewheel
- Add a testimonial collection bonus guide
- Start selling in just a few clicks
The result? A more confident, efficient onboarding process that sets the tone for every transformation you help create.
More Resources
- Grab the Ultimate Client Intake Form for Business Coaches pdf or the entire share funnel!
- Are you an Amazon seller? Use Pagewheel for your Amazon product funnel!
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Interested in Selling Products & Services Using Pagewheel?
- See how others are using Pagewheel to grow their businesses and get the scoop on new features when you join our Facebook group.
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