Business Coach Consultation Request Form

Transform Your Business with a Strategic Coaching Consultation

Finding the right business coach starts with clarity—about your goals, your challenges, and where you want to be in 90 days. This Business Coach Consultation Request Form helps coaches quickly assess whether they're the right fit for your business while giving you a chance to reflect on what's holding you back and what success looks like.

Perfect for business coaches, executive coaches, and leadership consultants, this template captures everything you need to prepare for a productive discovery call: revenue targets, operational challenges, leadership strengths, and short-term objectives. The built-in leadership style quiz helps both coach and client understand communication preferences and working style from day one.

Why Business Coaches Choose Paperform

Paperform makes it easy to create professional, on-brand consultation forms that work as hard as you do. With conditional logic, you can tailor questions based on business size or challenge areas. Connect your calendar for instant booking, and use Papersign (papersign.com) to send coaching agreements for eSignature the moment someone books. Once a consultation is complete, trigger follow-up workflows in Stepper (stepper.io) to send onboarding materials, schedule check-ins, or update your CRM—all without lifting a finger.

Whether you're an independent coach building your practice or part of a coaching agency managing multiple clients, this template helps you qualify leads, save time on discovery, and start every engagement with the insights you need to drive real results.