New Manager Coaching Intake Form

Transform Your Management Journey with Structured Coaching

Stepping into a management role—whether for the first time or in a new organization—comes with unique challenges. From navigating team dynamics to developing your leadership voice, the transition requires intentional growth and support. This New Manager Coaching Intake Form provides coaches and leadership development professionals with a comprehensive framework to understand each client's unique situation, identify skill gaps, and design targeted coaching programs that drive real results.

Built for coaches who work with emerging leaders

If you're a business coach, leadership consultant, or HR professional supporting new managers, this intake template streamlines your discovery process while capturing the nuanced details that matter. The form explores management experience, current team structure, specific leadership challenges, and professional goals—giving you everything needed to create a personalized coaching roadmap from day one.

Rather than juggling email threads, phone notes, and scattered documents, you'll have all client information organized in one place, automatically captured and ready to inform your first session.

What makes this coaching intake form different

This isn't a generic questionnaire. The form is specifically designed around the challenges new managers face: building team trust, delegating effectively, handling difficult conversations, managing former peers, and balancing individual contributor work with leadership responsibilities.

Key areas covered include:

• Management background: Years of experience, previous roles, and transition context (first-time manager, promotion, new organization)
• Current team structure: Team size, direct reports, remote/hybrid dynamics, and inherited challenges
• Leadership pain points: Specific struggles with delegation, conflict resolution, time management, communication, or team performance
• Skill gap assessment: Self-identified areas for growth across core management competencies
• Coaching goals: Short-term wins and long-term leadership aspirations
• Preferred working style: Communication preferences, scheduling needs, and accountability expectations

The combination of multiple-choice questions for easy analysis and open-ended responses for deeper insight means you'll understand not just what challenges exist, but how they're impacting your client's daily work and confidence.

Designed to convert and engage

First impressions matter in coaching relationships. This form uses Paperform's document-style editor to create an intake experience that feels professional, approachable, and aligned with your brand. You can customize fonts, colors, and imagery to match your coaching practice, embed the form directly on your website, or share it as a standalone landing page.

Using Guided Mode, you can present one question at a time for a conversational, low-pressure experience that encourages thoughtful reflection—particularly valuable when asking new managers to be vulnerable about their struggles and insecurities.

Seamless scheduling and next steps built in

Once a prospect completes the intake form, the real value of Paperform's platform comes into play. Add a scheduling field to let clients book their discovery session immediately after submitting, eliminating the back-and-forth of finding time to meet.

Customize confirmation emails with pre-work, resources, or a welcome video to start building the coaching relationship before your first conversation. And if you offer paid coaching packages, you can collect deposits or full program fees directly within the form using Stripe, PayPal, or Square integrations.

Automate your coaching operations with Stepper

New client intake is just the beginning of your coaching workflow. With Stepper, Paperform's AI-native automation platform, you can turn each intake submission into a complete client onboarding sequence:

• Automatically create a new client record in your CRM (HubSpot, Pipedrive, Notion, Airtable)
• Send personalized welcome sequences based on the challenges they identified
• Trigger internal task lists for session prep, contract generation, or resource curation
• Route different coaching package options based on experience level or goals
• Set up recurring check-ins and progress surveys throughout the engagement

This means less administrative work and more time actually coaching—exactly what both you and your clients want.

Who this form is perfect for

This template is ideal for:

• Business and leadership coaches specializing in new manager development
• Corporate L&D teams running internal coaching or mentorship programs
• HR consultants offering management training and support services
• Executive coaches working with first-time directors and VPs
• Coaching platforms onboarding managers into group or cohort-based programs

Whether you're a solo practitioner building your coaching practice or part of a larger consultancy managing multiple coaches and clients, this form scales with your needs.

Data security and professionalism your clients expect

When managers share information about team challenges, performance struggles, or personal development gaps, they need to trust that their data is secure. Paperform is SOC 2 Type II compliant with robust data protection measures, giving both you and your clients peace of mind.

For coaches managing multiple client brands or working within larger organizations, Agency+ plans offer client management, white-labeling, and team collaboration features that maintain professionalism at scale.

Getting started takes minutes, not days

Rather than building an intake form from scratch or settling for a clunky survey tool, you can launch this template immediately and customize it to match your coaching methodology and brand voice. The document-style editor makes changes intuitive—just type, format, and adjust questions as needed.

Connect your calendar, set up your payment processor, customize your confirmation messages, and you're ready to start converting prospects into coaching clients with a seamless, professional intake experience.

Paperform + Papersign: Complete your coaching onboarding

Once you've gathered intake information and scheduled your discovery session, you'll likely need signed coaching agreements before starting the formal engagement. Papersign, Paperform's eSignature solution, lets you turn intake submissions directly into contracts for signature—creating a clean audit trail from first contact to signed agreement without switching platforms.

This New Manager Coaching Intake Form isn't just about collecting information—it's about starting the coaching relationship with clarity, professionalism, and momentum. When new managers feel heard and understood from the very first interaction, they're more likely to commit to the coaching process and put in the work required for real transformation.

Get started today and create an intake experience that reflects the quality of coaching you deliver.