Performance Coaching Client Information Form

Fully editable with custom branding. Send, print or embed online.
Get template
Get template
star iconstar iconstar iconstar iconstar icon
1020+ Reviews
Bonsai has helped create 1,023,928 documents and counting.

The Performance Coaching Client Information Form is an essential tool designed to streamline the onboarding process for new clients seeking performance coaching. This form collects vital information such as client goals, current challenges, and personal preferences, allowing coaches to tailor their approach effectively. By gathering this data upfront, coaches can establish a strong foundation for the coaching relationship, ensuring that sessions are focused and productive. This form not only enhances the client experience but also maximizes the potential for positive outcomes, making it a critical component in the coaching process.


This form is integral to the client onboarding lifecycle, serving as the first step in establishing a productive coaching relationship. Coaches can easily share the Performance Coaching Client Information Form with clients via email or through a secure online platform, allowing for convenient access and completion. Once submitted, the information collected can be used to create personalized coaching plans and track progress over time, ensuring that both the coach and client are aligned on objectives from the outset.

Frequently asked questions
Why is a performance coaching client information form used?
chevron down icon
A performance coaching client information form is used to collect essential personal and contact information from new clients, streamlining the onboarding process and ensuring accurate data collection.
What should be included in a performance coaching client information form?
chevron down icon
A performance coaching client information form should include fields for Client Name, Primary Contact Person, Business Phone, Company Website, Background Information, Key Stakeholders Roles, Upload Company Logo and Brand Assets, and Special Requirements or Considerations.
When to use a performance coaching client information form?
chevron down icon
A performance coaching client information form should be used whenever a business needs to collect information from new clients to initiate a relationship, provide services, or customize offerings.

Get more template for your business.

Discover 1,000 additional templates to use in your industry.
Agreements
Life Coaching Session Template
Get template
Get template
Agreements
Executive Coaching Agreement Template
Get template
Get template
Agreements
Coaching Agreement Template
Get template
Get template
Proposals
Mentoring Proposal Template
Get template
Get template
Proposals
Life Coach Proposal Template
Get template
Get template
Proposals
Executive Coaching Proposal Template
Get template
Get template
Invoices
Life Coaching Invoice Template
Get template
Get template
Invoices
Coaching Invoice Template
Get template
Get template

Need other templates?

Discover other templates in the same category.
Forms
Project Intake Form
Get template
Get template
Forms
Client Feedback Form
Get template
Get template
Forms
Tax Intake Form
Get template
Get template
Forms
Recruiter intake form
Get template
Get template
Forms
Free Portfolio Contact Page
Get template
Get template
Forms
Life Coach Assessment Forms
Get template
Get template
Forms
Life Coach Intake Form
Get template
Get template
Forms
Interior Design Client Intake Form
Get template
Get template
Signup to access additional templates.
Additional templates are only available within Bonsai.
Signup
Signup