Form templates for coaches & consultants

Coaching and consulting practices run on what happens between the sessions. This page collects the forms that carry that load — intake questionnaires, discovery call requests, proposal briefs, progress check-ins — as templates you can edit, brand and embed on your own site.

212 use cases44 templates14 categories

A discovery call you have not prepared for is an hour you paid for yourself. A pre-call questionnaire asking the challenge, the timeline and the investment range lets you read someone properly before you offer them a slot.

Much of what clients write down is not small talk: grief, sobriety, a burnout spiral, a confidential job search. Those intakes can be end-to-end encrypted — sealed in the client's browser, readable only with the private key you hold — and hosted in the EU, so a monthly check-in never has to sit in an inbox.

202 forms coaches & consultants actually build

Each one starts from a template you can open and edit. Grouped by the kind of form it is.

Professional Services form templates

Sports form templates

Fitness form templates

Human Resources form templates

Legal form templates

What coaches & consultants usually collect

Where the client starts

Intakes open on the presenting situation — depletion symptoms after burnout, a co-parenting arrangement, a stalled promotion, current weekly mileage before a marathon block — along with what the client has already tried alone.

The date behind the goal

A race day, a meet schedule, a funding round, the first ninety days of a new executive role. That date decides the shape of the engagement, so it belongs on the form rather than in the first call.

Scope, budget and sponsor

Proposal requests ask for headcount, current systems, spend and approval chain. Corporate coaching adds one more: an L&D team or HR lead often pays, so the person being coached is not the buyer.

Progress between sessions

Recurring check-ins repeat one short list — habit adherence, interviews completed, sobriety streak, training volume, revenue — so a twelve-week programme produces comparable numbers instead of scattered messages and screenshots.

44 templates to start from

How to set one up

  1. 1

    Open the Coaching Discovery Call Request Form and cut it back to what you genuinely need before a call: the pressing challenge, the timeline, and what the prospect has already tried.

  2. 2

    Branch it with conditional logic: a self-funded client carries on to history and goals, while a company sponsor answers on cohort size, programme dates and who signs off the budget.

  3. 3

    Embed it on your booking or referral page with two lines of HTML, or send the link on its own. At under 8kb gzipped and loading asynchronously, the embed does not hold up the page it sits on.

  4. 4

    Encryption is set per form, so turn it on for the intakes carrying health history, recovery stage or a confidential executive job search, and pick EU hosting if your clients sit in Europe.

  5. 5

    Point a webhook or Zapier at your CRM or client notes app so a new intake lands there while the enquiry is still warm. It only ever runs in that direction — a submission triggers the action, and nothing is written back into the form.

Frequently asked questions

How do I stop unqualified people booking my free discovery call?

Put a short request form in front of the calendar rather than a bare booking link. Ask the pressing challenge, the timeline and the investment range, then read the answers before you offer a slot. Logic can branch the questions so a corporate enquiry and a self-funded client are not asked the same things.

Can one intake form handle both private clients and corporate sponsors?

Yes. Ask at the top whether the engagement is self-funded or employer-sponsored, and branch from there. Individuals continue to goals and history; an L&D or HR sponsor continues to cohort size, programme dates and the approval chain. Both routes land in the same response list, and you can filter it on that first answer.

Is a coaching intake private enough for grief, sobriety or health history?

That form can be encrypted end to end: answers are sealed in the client's browser and open again only in your dashboard, with a private key we never hold. EU hosting is available, everything is encrypted at rest and in transit, and formformform is fully GDPR compliant. That suits a hormone health intake or a sobriety check-in far better than email threads do. It remains a form builder, though, not a clinical records system.

Can a client attach a CV or a training log to the intake?

Yes. A File Upload field carries it in with the rest of the answers — a CV on a layoff recovery intake, a training log before a marathon block, a lab report ahead of a hormone health programme. Download or preview it from the submission. On an encrypted form the file is encrypted in the client's browser too, and you decrypt it locally when you read the response. A short text field still suits anything that keeps changing in a shared drive.

Can a client pay the first month or sign the coaching agreement on the form?

A client can pay the first month through secure hosted checkout with Stripe, PayPal, or Square. A checkbox can record agreement to terms, but it is not an executed e-signature.

Keep browsing

Similar industries
By form type

Build yours in a few minutes

Open any template above, change what you need, and publish. Free during early access — unlimited forms and responses.

Start free