Executive Coaching Services Information Request

Transform Your Leadership with Executive Coaching

Finding the right executive coach can be a turning point in your career. Whether you're stepping into a new C-suite role, navigating organizational change, or looking to amplify your impact as a leader, the right coaching partnership makes all the difference.

This Executive Coaching Services Information Request form helps busy executives and senior leaders quickly connect with coaching programs tailored to their goals—without the back-and-forth of email chains or phone tag.

Why Use This Form Template?

For executive coaches, leadership consultants, and coaching firms, this Paperform template streamlines your client discovery process. Instead of scattered inquiry emails, you'll capture everything you need to personalize your response: the prospect's current role, company context, coaching goals, budget expectations, and availability for a discovery call.

The form guides potential clients through a thoughtful reflection on what they're looking for, while you collect structured, actionable data that feeds directly into your CRM or project management system. With Paperform's native integrations, submissions can flow automatically into HubSpot, Pipedrive, Google Sheets, Notion, or Slack, so your sales and coaching teams can respond fast.

What Makes This Template Effective

This isn't just a generic contact form. It's designed around the executive coaching sales cycle:

• Qualification questions help you understand company size, role level, and coaching readiness
• Coaching goals and challenges give you context before the first conversation
• Preferred engagement models (1-on-1, group, hybrid) ensure you're aligned on format
• Budget and timeline fields surface decision-making authority and urgency
• Integrated scheduling lets prospects book a discovery call without leaving the form

The form uses conditional logic to adapt based on responses—so if someone selects "Team or group coaching," you can ask follow-up questions about team size and dynamics. If they're interested in a specific program, you can tailor the confirmation message with relevant case studies or testimonials.

Designed for Coaches, Consultants, and Agencies

This template is ideal for:

• Independent executive coaches building their client pipeline
• Leadership development firms managing multiple coaches and programs
• HR and L&D consultants offering executive coaching as part of broader talent services
• Business coaches targeting C-suite and VP-level clients
• Career transition coaches working with senior professionals

The form's professional, minimal design reflects the caliber of your coaching practice. You can customize fonts, colors, and imagery to match your brand, add testimonials or coach bios inline, and embed the form on your website or share it as a standalone landing page.

Automate Follow-Up and Client Onboarding with Stepper

Once a prospect submits the form, the real work begins—and that's where Stepper (stepper.io) comes in. Use Stepper to build a no-code workflow that:

• Sends a personalized follow-up email with your coaching philosophy, pricing guide, or success stories
• Creates a new contact or deal in your CRM with all the context from the form
• Assigns the lead to the right coach based on specialty, availability, or territory
• Triggers a Slack notification so your team can review and respond within hours
• Schedules a pre-call questionnaire or sends calendar reminders leading up to the discovery session

Stepper's AI-native workflow builder lets you map out the entire client journey—from first inquiry to signed agreement—without writing a line of code. You can even use Stepper to trigger contract generation and eSignature requests via Papersign (papersign.com), so once a prospect decides to move forward, they can review and sign your coaching agreement digitally, with a full audit trail linked back to the original form submission.

Built for Professional Services Workflows

Executive coaching is a high-touch, trust-based service. Your forms should reflect that. Paperform's doc-style editor lets you add warmth and personality—embed a welcome video, include a short bio, or add social proof from past clients—while still capturing the business-critical details you need to qualify and onboard new clients.

With Papersign integration, you can turn this information request into the first step of a seamless digital experience: inquiry → discovery call → proposal → signed agreement → onboarding, all tracked and automated.

Trusted by Coaches and Consultants Worldwide

Paperform is built for professional services firms that need flexibility, brand control, and automation without complexity. Over 500,000 teams use Paperform to run their businesses, and it's SOC 2 Type II compliant and GDPR-ready, so you can confidently handle sensitive client data.

Whether you're a solo coach or part of a growing firm, this template gives you a scalable, repeatable way to attract, qualify, and convert executive coaching clients—so you can spend less time on admin and more time doing the transformational work you're known for.