Career Coaching Client Intake & Research Form

Streamline Your Career Coaching Client Onboarding

A well-designed career coaching client intake form is essential for understanding your clients' professional aspirations, challenges, and coaching preferences. This template helps career coaching platforms, independent coaches, and professional development consultants gather the insights needed to deliver personalized, impactful coaching experiences.

Why This Template Works for Career Coaches

This form combines goal assessment, coach matching criteria, and scheduling flexibility into one seamless experience. Instead of juggling multiple emails, calls, and documents, you can capture everything you need to know about a new client in one comprehensive intake process. The form gathers information about career stage, professional challenges, preferred coaching styles, and availability—ensuring you match each client with the right coach and start the relationship on the right foot.

Perfect for Coaching Platforms and Independent Practitioners

Whether you're running a multi-coach platform, building a solo coaching practice, or managing career services for a corporate program, this template adapts to your workflow. Coaching agencies can use conditional logic to route clients to specific coaches based on expertise and preferences. Independent coaches can customize the questions to reflect their unique methodology and availability.

Automate Your Coaching Workflow with Stepper

Take your coaching intake process further by connecting this form to Stepper. Automatically create client profiles in your CRM, send personalized welcome sequences, schedule discovery calls in your calendar, and trigger coach assignment workflows—all without manual data entry. Stepper's AI-native automation keeps your coaching business running smoothly while you focus on what matters: helping clients achieve their career goals.

Built for Professional Service Providers

This template is optimized for career coaches, executive coaches, HR professionals, and career counselors who need to deliver a professional, branded experience from the first touchpoint. With Paperform's design flexibility, you can customize fonts, colors, and layout to match your coaching brand, while built-in scheduling fields eliminate the back-and-forth of finding meeting times.