Executive coaching intake form

Fully editable with custom branding. Send, print or embed online.

Executive coaching intake form

Fully editable with custom branding. Send, print or embed online.


/5 - votes
Downloaded times
Use template
Legally vetted
Track opens & views

First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Executive coaching intake form

Fully editable with custom branding. Send, print or embed online.

Executive coaching intake form

Fully editable with custom branding. Send, print or embed online.

Bonsai has helped create 1,023,928 documents and counting.

Trusted by 500,000+
business owners

Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

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.

Note: Try Bonsai to access our library of pre-made templates. Try our executive coaching agreement template to kick start a new relationship with a client or one of our invoice templates for billing. You'll also get access to our full-suite of coaching tools. Claim your 14-day free trial today.

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
  • Email
  • 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.

Note: Pitch more clients with our pre-made executive coaching proposal template. Simply customize and add the relevant details, business information, company logo and more. You'll also get access to our tax, task management, and time tracking tools. Claim your 7-day free trial here.

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.

Frequently Asked Questions
Questions about this template.