Professional Networking Coaching Intake Form

Build Better Professional Connections with a Networking Coaching Intake Form

Professional networking is one of the most powerful career accelerators—but for many people, it feels awkward, exhausting or even anxiety-inducing. If you're a coach who helps clients build authentic professional relationships and expand their visibility, this Professional Networking Coaching Intake Form template gives you everything you need to understand where your clients are starting from and where they want to go.

Why networking coaches need a dedicated intake form

Every client comes to networking coaching with a different background—some have extensive networks but struggle to leverage them strategically, while others are starting from scratch and feel paralyzed by the idea of reaching out. A well-designed intake form helps you quickly assess:

• Their current network size, quality and engagement level
• Specific anxiety triggers around networking (rejection, small talk, follow-up)
• Relationship-building strengths and gaps
• Strategic goals for expanding visibility and making meaningful connections
• Preferred networking environments and communication styles

This template captures all of that detail upfront, so your first session can focus on strategy rather than fact-finding.

How Paperform makes coaching intake seamless

Paperform is built for coaches who want intake forms that feel warm, professional and on-brand—not like a clinical survey. With Paperform's doc-style editor, you can mix headings, explanatory text, images and form fields in any order, creating a conversational flow that puts nervous clients at ease.

Conditional logic shows follow-up questions only when they're relevant (for example, asking about networking anxiety symptoms only if a client indicates they experience anxiety), keeping the form focused and respectful of your client's time. Once submitted, responses flow automatically into your CRM, Google Sheets, Notion or project management tool via native integrations or Stepper—Paperform's AI-native workflow builder—so you can trigger welcome emails, schedule discovery calls and prep session notes without manual copy-pasting.

If you offer paid discovery sessions or require a deposit to secure your coaching package, you can add payment fields directly to the intake form and connect Stripe, PayPal or Square. Everything happens in one smooth experience.

Who this template is for

This networking coaching intake template is designed for:

• Life coaches specializing in career transitions, confidence and social skills
• Business coaches helping entrepreneurs, consultants and founders build strategic relationships
• Career coaches supporting job seekers, mid-career professionals and executives with visibility and influence
• Personal branding consultants who integrate networking strategy into their offerings

Whether you work one-on-one or run group programs, this form gives you the foundation to tailor your coaching to each client's unique networking challenges and goals.

Take your coaching workflow further with Stepper and Papersign

Once a client submits their intake form, Stepper can automatically create a client folder in your workspace, send a personalized welcome sequence, book their first session and even generate a draft coaching plan based on their responses. If you use coaching agreements or consent forms, Papersign lets you send those documents for eSignature directly from the intake submission, keeping everything connected and compliant.

Get started with this Professional Networking Coaching Intake Form template and spend less time on admin, more time helping clients unlock the power of authentic professional relationships.