Career Coaching Client Discovery Form

Career Coaching Client Discovery Form: Start Your Professional Journey with Clarity

Whether you're a career coach working with professionals in transition or someone ready to take the next step in your career journey, this Career Coaching Client Discovery Form streamlines the intake process and ensures every coaching relationship starts with a complete understanding of goals, skills, and aspirations.

Why Career Coaches Need a Structured Discovery Process

Career transitions are deeply personal and complex. A thorough discovery form helps coaches gather essential information about their clients' professional background, transferable skills, industry interests, and practical considerations like salary expectations and timelines. This creates a foundation for personalized coaching strategies that actually move the needle.

This template is designed for career coaches, life coaches with career specializations, HR consultants, outplacement services, and coaching agencies who want to replace scattered email exchanges and consultation notes with a single, comprehensive intake experience.

How This Form Supports Your Coaching Practice

The Career Coaching Client Discovery Form captures everything you need in one place: current career status, transition motivations, skills inventories, target industries, salary expectations, job search timelines, and resume upload for review. With conditional logic built in, the form adapts based on whether someone is actively job searching, considering a career change, or exploring entrepreneurship.

Once a client submits, you can use Stepper to automatically create a client folder in your project management tool, send a personalized welcome sequence, schedule their first coaching session, and even generate a preliminary assessment report. This means you spend less time on admin and more time doing what you do best—coaching.

Streamline Your Career Coaching Workflow with Paperform

Built on Paperform, this template gives you the flexibility to match your brand and the power to handle complex coaching workflows. Connect submissions to your CRM, scheduling tools, or coaching platform. Use conditional logic to tailor questions based on career stage and goals. Add payment fields if you charge for discovery sessions or coaching packages.

The form works beautifully on any device, so clients can thoughtfully complete it on their own time, and you receive complete, structured information ready to inform your first coaching conversation. Whether you're an independent coach or managing a team, this template adapts to your practice while maintaining the professionalism your clients expect.

Start your career coaching relationships with clarity, confidence, and a complete picture of where your clients are—and where they want to go.