Creative Entrepreneur Coaching Intake Form

Build stronger coaching relationships with creative entrepreneurs

Creative entrepreneurs face unique challenges that traditional business coaching often misses. They're balancing artistic vision with commercial viability, managing feast-or-famine income cycles, and navigating the tension between "selling out" and sustainable growth. This Creative Entrepreneur Coaching Intake Form helps coaches gather the nuanced information they need to support clients operating at the intersection of creativity and commerce.

Whether you're a business coach, creative coach, or career coach working with designers, writers, artists, photographers, makers, or other creative professionals building businesses around their craft, this template captures the full picture: current business model, monetization challenges, creative-business balance, marketing comfort levels, and what sustainable success actually means to each unique client.

Paperform makes client onboarding seamless. The doc-style editor lets you customize questions to match your coaching methodology and brand voice, while conditional logic reveals follow-up questions based on specific challenges. Integrate directly with your CRM, project management tools, or Google Sheets to keep client information organized, and use Papersign (papersign.com) to collect coaching agreement signatures immediately after intake. Once a new client submits, trigger a Stepper (stepper.io) workflow to send welcome emails, schedule discovery calls, create client folders, and update your practice management system—no manual data entry required.

Built for coaches, consultants, and creative professionals who understand that intake is where transformation begins, this template helps you start every coaching engagement with clarity, connection, and a deep understanding of your client's creative-business journey.