Business Coaching Discovery Form

Transform Your Coaching Practice with a Professional Discovery Form

As a business coach, the quality of your discovery process directly impacts the success of your client relationships. This Business Coaching Discovery Form template helps you gather critical information before your first coaching session, ensuring you understand your prospective client's challenges, goals, and readiness for transformation.

Why Discovery Forms Matter for Business Coaches

Discovery forms are more than intake paperwork—they're the foundation of effective coaching relationships. By collecting detailed information upfront, you can:

• Qualify leads effectively and ensure alignment between your coaching style and client needs
• Prepare meaningful questions tailored to each client's specific situation
• Save valuable session time by understanding context before you meet
• Demonstrate professionalism from the very first touchpoint
• Set clear expectations about accountability and commitment levels

What This Template Includes

This comprehensive discovery form captures everything you need to know:

Business Overview & Challenges: Understand their current business situation, biggest obstacles, and what's keeping them stuck. These questions help you identify patterns and prioritize areas for immediate impact.

Revenue & Growth Goals: Gather specific financial objectives, current revenue baseline, and growth targets. This clarity helps you structure coaching packages and measure success objectively.

Team & Leadership Dynamics: Assess team size, management challenges, and leadership development needs. Whether they're solopreneurs or managing teams, you'll understand their people dynamics.

Personal Growth Objectives: Explore what they want to develop personally—from confidence and decision-making to work-life balance and stress management. Great coaching addresses both business and personal transformation.

Accountability & Working Style Preferences: Learn how they prefer to be held accountable, their communication preferences, and what has (or hasn't) worked in the past. This ensures your coaching approach resonates with their learning style.

Perfect for All Types of Business Coaches

Whether you specialize in executive coaching, small business coaching, entrepreneurial coaching, or leadership development, this template adapts to your niche:

• Executive coaches can focus on leadership development and organizational dynamics
• Small business coaches can emphasize operational challenges and revenue growth
• Startup coaches can explore validation, scaling, and founder challenges
• Sales coaches can dive into pipeline management and team performance

How Paperform Elevates Your Coaching Practice

Built with Paperform's intuitive editor, this discovery form doesn't just collect data—it creates an exceptional first impression. The doc-style interface lets you customize every detail to match your brand, from fonts and colors to your logo and background imagery.

Conditional logic shows or hides questions based on responses, keeping the form relevant without overwhelming prospects. If someone indicates they have a team, you'll ask follow-up questions about team dynamics. If they're solo, those questions disappear.

Calendar scheduling integration means you can let clients book their discovery call right after submitting the form, eliminating the back-and-forth of finding a time.

Once submitted, responses flow automatically into your CRM, spreadsheet, or project management tool through native integrations with HubSpot, Google Sheets, Airtable, or any tool you use. No manual data entry required.

Streamline Your Entire Coaching Workflow with Stepper

Want to take automation further? Connect this discovery form to Stepper, your AI-native workflow builder, to create a complete coaching onboarding sequence:

1. Form submitted → Client receives personalized welcome email with pre-call resources
2. AI summarizes responses into key insights and suggested coaching focus areas
3. Calendar invite sent automatically with pre-call preparation guide
4. CRM updated with client profile, goals, and readiness score
5. Coaching agreement generated using their specific goals and sent via Papersign for electronic signature
6. Task created for you to review their responses and prepare custom questions

This level of automation means you spend less time on admin and more time coaching—while delivering a premium, professional experience from day one.

Designed for Growth-Minded Coaches

This template is trusted by hundreds of business coaches worldwide who understand that discovery is where transformation begins. It's perfect for:

• Independent coaches building their practice
• Coaching agencies managing multiple coaches and clients
• Leadership development consultants
• Business mentors and advisors
• Professional coaches seeking to improve their intake process

The form is fully customizable—add your own questions, adjust the language to match your coaching philosophy, incorporate assessment frameworks you use, or integrate specific tools and methodologies.

Start with a Professional Foundation

First impressions matter in coaching. When prospects complete a thorough, thoughtfully designed discovery form, they recognize they're working with a professional who takes their growth seriously. This Paperform template gives you that competitive edge while saving hours every week.

With Paperform's SOC 2 Type II compliance and robust security features, your clients' confidential business information stays protected. Share forms via custom links, embed them on your website, or send them directly after a networking conversation.

Whether you're just starting your coaching practice or scaling to serve more clients, this Business Coaching Discovery Form template helps you gather the insights you need to deliver transformational results from your very first session.