Business Coaching Intake Form

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Are you ready to take your business to the next level? If yes, join a team of business coaches, and we will help you create a plan that fits your unique needs.

In these coaching intake forms, we'll ask 12 important questions in the business coaching intake form to know you better and understand what is essential for your success.

Remember, our goal is not only to help you achieve success but also to ensure long-term coaching relationship sustainability. So don't hesitate to answer these questions as truthfully as possible!

Note: try Bonsai, the best coaching software to run your business. Our software has proposal, invoice and contract templates along with tax, task management and time tracking tools. Claim your 7-day free trial today.

What is a business coaching intake form?

If you're considering business coaching, completing an intake form is essential. This form will help the coach determine if you're the right client and help outline the program accordingly.

Once you've filled out the form, such as contact details, answered the questions Etc, the coach will contact you to collect information and discuss your goals, challenges, and strategies in more detail.

Why is it important to have a business coaching intake form?

Do you know what your business goals are? If not, it's time to take action and fill out a business coaching intake form.

By doing so, you'll be able to understand your business in detail and get the necessary information to provide practical advice.

The benefits of having a business coaching intake form are numerous - improved productivity, increased profits, minimized stress levels, and healthier relationships with clients/customers are just a few of them.

How to make an effective business coaching intake form

When it comes to business coaching, getting a close coaching relationship to know the individual better is essential. Probe for any issues or challenges they've faced in the past. This valuable information can help coaches determine the best way to coach them now and help them achieve their goals.

1. Do you have any experience with business coaching?

Have you ever dealt with them before, and how did that go? And finally - what have been some strategies that have worked best for you in the past?

However, by asking enough probing questions up front, the coach can provide an optimal session based on what the individual needs at that particular time.

2. Why do you want to coach?

Coaching can help clients to achieve their business and life goals in several ways. By gathering information about their team, financial situation, and challenges faced in the past, coaching helps you develop a clear understanding of what they need from you.

When inquiring about the coaching business, you should ask yourself the following questions: 1. What are my goals for pursuing a coaching business? 2. Why do I want to pursue a coaching business? 3. What are some challenges I am currently facing with my business? 4. How can I best utilize this program to help me reach my goals?

Additionally, by asking questions that lead to insights into the client's business and goals, coaching provides value beyond simply helping them overcome problems.

3. What is your business?

If you're looking to improve your business, it's essential to understand what it is and who your target market is. Once you know these things well, it's time to figure out how much coaching will be needed and what is your specific business goals.

4. How big is your company/project currently?

Before starting a business, it is crucial to know its projected size and scope. Business owners can determine the business size by answering simple questions like the number of people currently working on the project, their financial goals, and how much experience they have in running a company.

5. Describe the challenges and successes of your past businesses

It is also essential to be open and honest with your coach - they can identify gaps or weaknesses in your current strategy. You can learn from your past business decision mistakes and use them to make better decisions in the future.

6. What are the goals of your business?

Without specific and achievable objectives, your business might not be able to achieve anything at all. Here are questions you should ask yourself before setting any business goals:

1. What are the general objectives of my business?

2. How will I know if I am achieving these objectives?

3. What significant goals or milestones do I need to achieve for my business to succeed?

4. Who has overall responsibility for implementing and realizing these goals?

5. Are there any constraints or limitations on how close we can get to completing these milestones?

7. How will a coaching business program help you achieve these goals?

A coaching business program is a great way to improve your business skills. It should be ongoing and regular so that you can continue to learn and grow and get help with problem-solving.

The right coach will identify your needs and design a program specifically for you - don't just sign up for anything that sounds appealing! Make sure to ask the right questions when intake form - these will let the coach know about your goals, what kind of support you need, and, more importantly, how they can best help you reach them.

8. Explain what motivates you to achieve success, both professionally and personally

Motivating yourself to achieve success is an essential part of any successful journey. When it comes to your personal life, you need the same conviction and drive to be the best you can be.

9. How would you define success? What is the primary goal of your business or project?

Before you start any business coaching process, it is essential to understand what success looks like for you. A clear definition of your business success will help the coach to provide the right solutions and achieve the desired results.

10. What topics would you like coaches to cover during business coaching sessions?

During a business coaching session, you can expect coaches to assess your current situation and help you find solutions. Coaches will also review relevant resources to understand your industry or sector better. Additionally, during your sessions, Coaches will ask about your goals and what services you are looking for.

11. Do you have any concerns about working with a professional coach?

Many people are hesitant to work with a professional coach because they may feel they don't have the money to afford it. However, asking the right questions before agreeing to work with a coach can quickly determine how much this service will cost and what additional fees might apply.

12. Are there any particular challenges you currently face with your business?

Many challenges that business owners face daily. Still, it's essential to ask yourself what those challenges are and how they have impacted productivity, sales, and growth.

After you understand this information, it will be easier to decide if business coaching is the best solution.


When you're looking to hire a business coach, it's essential to clearly understand the coaching services they can offer and the process involved.

Understanding clients' business is where the intake form comes in - The intake form is necessary to understand the client's needs. Providing quality service to the client will be difficult without a good intake form.

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