Having a Coaching Intake Form is one part which can help with streamlining your processes.
Within coaching software you can have a form or questionnaire which attains relevant information from a new client. The form can be tailored and personalised to suit your approach to coaching.
A Coaching intake form not only helps with processes, but it can also aid how you add value to your clients and stand out ahead of your competitors. Helping to build trust and a strong relationship with your clients.
Our blog post will look in more detail at how having a coaching intake form can help your business day to day and benefit you as you scale your company. We will also cover useful information to include in an intake questionnaire to help get the most from it.
What Is A Coaching Intake Form
Regardless of your coaching style or approach, having a coaching intake form can help both with the management of your coaching business. Plus it can add value to clients to begin to create and build trust and a mutual understanding right from the beginning of their coaching journey with you or your coaching practice.
A coaching intake form is usually shared with a new client or can also be used with prospective clients. When a new client books a coaching session with you, it is shared before your first session for them to complete. This would then be reviewed before the session to help shape the right coaching roadmap and plan.
Within the form it will ask a mixture of questions to help form a full picture of your client. The more questions asked, the broader a picture it will give to help shape your coaching plan together. From a practical point of view there are factual questions to include too such as name, address etc.
However, having a coaching intake form is also there to look at where the client feels they are at now with their challenges and why they have decided to have coaching. Along with looking at the long term outlook, so you can understand what they want to achieve from their coaching sessions and their goals.
Grow Your Coaching Business
When using coaching software to create the right intake form for you, it can help with the day-to-day management of your coaching business. Using an intake questionnaire enables you to within the coaching software to quickly and in a streamlined manner see an overview of your client.
Therefore, when you are busy and as your coaching business grows, you can still be delivering outstanding and personal service to each client. Without having to take time to find notes or files elsewhere, it is all in one central location.
Also, by managing your intake form within a coaching platform you will be able to track any progress for your new client. It will show you if they are still due to complete their questionnaire, so you can easily give them a polite prompt. Or see once it has been completed to review their responses ahead of your first coaching session together.
Due the different coaching processes and approaches, asking the right questions to suit how you like to run your coaching will be of benefit as your business scales. If using the right coaching intake form within a user-friendly software, you can effectively plan your coaching programs with ease.
Even if each client needs a very different route to reach their goals in your coaching together. The form can identify the right approach for them to get the most out of their sessions.
Practical Details
When creating your coaching intake form it is useful to make it simple for the client to complete by organising the questionnaire into sections. First to get completed by any new client is any specific client information you will need.
Examples of this would be: full name, address, phone number and date of birth.
It is important to ensure you have collected any data need for practical detail, so that no essential information is missing. Some of these details may have been collected during the initial booking of the first coaching session. However, noting this on the intake questionnaire will help to create a structured method of quickly seeing any needed details at any point in their coaching journey with you.
Client Goals
Inevitably there will have been a chain of events that lead to your new client needing and wanting to use a coach which some of that detail is captured above. However, it is also useful in the coaching intake form to get more details on their goals and aspirations so you can understand what they are using as a benchmark for success from their coaching journey. Giving you a base to use as a tracker and to notice changes and progress as you have more coaching sessions together.
In doing this stage within your questionnaire it will help from your very first coaching session together establish a set of boundaries and expectations looking to achieve from the journey together. This will help you to shape what tasks, resources and approach is best needed to help you deliver outstanding and personal coaching.
Using coaching software with the ability to create your desired intake form will help to be organised with a structured process for onboarding clients, whilst having the scope to make changes as need to tailor your approach or information requested to suit your coaching style and client.
Life Experiences
After capturing the practical details, it is useful to know for planning your coaching sessions a deeper understanding of their current life experiences. This could cover areas such as any strengths, weaknesses and challenges they believe they have. This will also help them think deeper about themselves before your first meeting.
It could also include looking at their view on certain topics in their life such as personal achievements, relationships, career, view of themselves and their values. Where questions can be structured this can help for the client completing your coaching intake form.
Within a coaching software you can give questions a scale such as 1-10 or whichever is a suitable number ranking for you. With for example a score of 1 being completed disagree and a score of 10 being completely agree with a pre-filled statement within your questionnaire.
This will give a quick oversight and knowledge on your client to help you build a picture of your client. With this information it will help to identify any relevant areas of focus and structure for your future coaching sessions together and appropriate plan of action or discussion points during your early sessions.
How Can We Help?
We hope our blog post has been helpful to understand more about coaching intake forms and how they can help your coaching business as you look to grow and scale with new clients being onboarded.
CoachHive has been built and created with coaches at the forefront, with the ability to create coaching intake questionnaires to suit your business. It can include questions with pre-set answers to select from such as a scale or open-ended questions.
CoachHive makes it simple to get a quick overview of each client, so you can focus your time on the coaching itself, without having to worry about losing time to admin. If you would like to learn more about how we can help your coaching business please feel free to read more about what we offer or about CoachHive itself on our website.
