Executive Coaching Intake form template
Bring clarity to the first coaching engagement. This intake gathers leadership context, current challenges, and desired outcomes so your first session starts with momentum instead of warm-up questions. It blends structured self-assessment with space for personal reflection.
What’s in the box
Start with depth
Capture leadership context before session one so no time is wasted on basics.
Measure readiness
A short self-assessment surfaces where the client is and where they want to be.
Spoken goals
A voice prompt lets clients articulate aspirations in their own words.
Perfect for
- Onboarding a new C-suite coaching client
- Refreshing goals at the start of a new quarter
- Pre-session prep for a leadership cohort
- Qualifying inbound coaching inquiries
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