Leadership Development Coaching Intake Form

Transform Your Leadership Journey with Structured Coaching Intake

Effective leadership coaching starts with understanding where you are today. This Leadership Development Coaching Intake Form is designed specifically for executives, managers, and emerging leaders who are ready to take their leadership capabilities to the next level.

Whether you're working with a business coach, leadership consultant, or executive development program, this template captures everything your coach needs to design a personalized development plan. From assessing your current management style to identifying team dynamics challenges and priority growth areas, this form creates a complete picture of your leadership landscape.

Why This Template Works for Coaches and Leaders

For Coaches: Paperform makes client onboarding seamless and professional. Instead of juggling email threads, PDFs, and scattered documents, you'll collect structured leadership assessments, team context, and even 360-degree feedback files in one secure place. The form's conditional logic adapts questions based on leadership experience, and file upload fields let clients share reports, assessments, and feedback documents directly.

For Leaders: This form respects your time while gathering meaningful insights. The clean, branded design feels less like paperwork and more like a strategic reflection exercise. You can complete it on any device, save progress, and return later—perfect for busy schedules.

Integrated Workflows with Stepper and Papersign

Once a leader submits their intake form, your coaching process can move automatically. Using Stepper, you can trigger workflows that send welcome emails, schedule discovery sessions, create client records in your CRM, or notify your team. If you need to formalize coaching agreements or confidentiality terms, Papersign lets you turn submissions into contracts and collect eSignatures without leaving your workflow.

Built for Professional Service Providers

With Paperform's SOC 2 Type II compliance, roles and permissions, and secure file handling, you can confidently collect sensitive leadership feedback and personal development goals. Custom branding ensures every touchpoint reflects your coaching practice's professionalism, while integrations with tools like HubSpot, Google Sheets, and Notion keep your client management organized.

Whether you're an independent executive coach, part of a leadership development consultancy, or running internal talent programs, this template gives you a turnkey solution that looks great, works smoothly, and helps you start every coaching relationship on the right foot.