As an executive coach, you will need to use a coaching form with your clients. The executive coaching intake form, like the life coaching intake form, helps coaches better understand their clients and determine what type of coaching they need.
It also helps coaches set expectations with their clients and ensure they are committed to the coaching process. There are many different types of intake forms available. Some forms are very basic, while others are more comprehensive.
It is important to choose a form that is right for you and your clients. So, if you are looking to start your career as an executive coach or simply want to improve your coaching practice, here are some tips on how to create a professional executive coach intake form.
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Why Do You Need an Executive Coaching Intake Form?
The coaching form is important because it helps you to know your clients better. It also allows you to set expectations and get an understanding of what your client wants to achieve from coaching sessions.
Without an intake form, it would be difficult to understand your clients' needs and provide them with the best possible service.
Things to Add to an Executive Coaching Intake Form
When you are creating an executive coaching intake form for executive coaching, there are a few things that you should include to make sure that you collect information that will be helpful to you.
Here are some things to add to your executive coaching intake form:
Basic Information
Every executive coach will want to have a different set of questions on their coaching intake form, but there are a few pieces of basic information that you should always include.
This information includes:
- Name
- Address
- Phone Number
- Occupation/Title
- Employer/Company Name
- Length of Time in Current Role
This background information is needed so that you can understand who your client is and what their current situation is.
It will also give you a good starting point for your first coaching session. You may also want to add emergency contact information to your form just in case.
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Health Information
Another important piece of information to include on your form is health information. Health is an important factor, especially in the life coach intake form, because it helps the coach understand any limitations their client may have.
It also helps to ensure that the coaching sessions are safe for both the coach and the client. Some of the health details that you should consider adding to your executive coaching intake form include:
- Do you have any physical limitations?
- Do you have any mental health conditions?
- Do you have any allergies?
- Describe your current fitness level.
- Are you pregnant or breastfeeding?
Clients' Coaching Expectations
Setting expectations with your clients from the start is important, and an executive coaching intake form is the perfect place to do this.
You should include questions that will help you understand what your clients hope to achieve from coaching, such as:
- What are your goals for coaching?
- What do you hope to accomplish?
- What challenges are you facing in your current work situation that you would like coaching to help with?
- What are your preferred coaching methods?
Client's Career Goals
This is one of the major questions you should include in your intake form. It will help you understand what type of coaching your client needs and how you can help them to achieve their goals and desired outcome.
So, some of the questions that you should include about career goals are:
- What are your long-term career goals?
- What are your short-term career goals?
- What skills do you need to develop to achieve your goals?
- What obstacles are you facing in your stress reduction goals?
Clients' Commitment
In order to be successful, executive coaching requires a commitment from both the coach and the client. A committed client is someone who is willing to put in the work outside of coaching sessions to achieve their goals.
As a coach, you should include questions on your form that will help you understand your client's level of commitment, such as:
- Are you willing to commit time and effort outside of coaching sessions?
- What are you willing to do to achieve your goals?
- What are your priorities for self care?
- Are you committed to making changes in your life?
Coaching Session Availability
Your executive coaching intake form should also include questions about your client's availability for coaching sessions.
This will help you understand what days and times your clients are available, as well as how often they would like to meet.
For example, you may want to ask the following questions:
- What days and times are you available for coaching?
- How often would you like to meet?
- Do you have any travel plans?
Coaching Payment
Last but not least, you should include questions about coaching payment on your coaching intake form.
This will help you understand how your clients would like to pay for coaching, as well as what their budget is for coaching services.
For example, you may want to ask:
- How would you like to pay for coaching?
- What is your budget for coaching services?
- Are you willing to invest in coaching tools and resources?
Tips to Create a Professional Executive Coach Intake Form
Now that you know what to include on your intake form, here are a few tips to help you create a professional executive coaching intake form:
- Use clear and concise questions that can be easily answered.
- Make sure that all of the questions are relevant to your coaching program.
- Avoid using technical jargon or industry-specific terms.
- Make sure that the form is easy to understand and use.
Final Thoughts
An executive coaching intake form is a valuable tool that can help you gather important information about your clients.
By including questions about basic information, health, coaching expectations, commitment, and availability, you can be sure that you have all of the information you need to provide a successful coaching experience.
When creating your form, be sure to use clear and concise questions, and make sure that all of the questions are relevant to your coaching program.
By following these tips, you can be sure that you create a professional and effective executive coaching intake form.
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