Professional Woman Coaching Intake Form

Empower Your Coaching Practice with a Purpose-Built Intake Form

Working with professional women navigating career advancement, leadership transitions, and workplace challenges requires a thoughtful, comprehensive intake process. This Professional Woman Coaching Intake Form is specifically designed for life coaches, business coaches, career coaches, and executive coaches who specialize in supporting women through the unique challenges they face in today's workplace.

Understand the Whole Picture from Day One

This intake form goes beyond basic client information to explore the nuanced challenges professional women face: from identifying specific gender barriers and confidence gaps to understanding work-life integration needs and leadership aspirations. You'll gather critical context about your client's career history, current challenges, support systems, and what success looks like to them—all before your first session.

Built for Coaches Who Specialize in Women's Professional Development

Whether you're supporting women breaking into leadership roles, navigating career pivots, advocating for themselves in male-dominated industries, or building sustainable success without burnout, this form helps you understand their starting point. The questions are carefully crafted to uncover both professional obstacles and personal goals, giving you the foundation for truly transformative coaching relationships.

Streamline Your Onboarding and Start Strong

With Paperform, this intake form becomes part of your seamless client onboarding experience. Customize the questions to match your coaching methodology, embed the form on your website, and automatically route responses into your CRM or project management tool. Use conditional logic to ask follow-up questions based on specific challenges, and create personalized confirmation pages that reinforce your client's decision to work with you.

Connect this form to Stepper to automate what happens next: schedule your discovery call, send welcome materials, create a client folder, or trigger your onboarding sequence—all without manual work. For coaches who include contracts or agreements in their process, Papersign lets you send coaching agreements for eSignature immediately after intake, keeping your entire client journey connected and professional.

Trusted by Coaches Supporting Professional Women

This template is ideal for career coaches, executive coaches, leadership coaches, life coaches specializing in women's advancement, and business coaches working with female entrepreneurs and professionals. It's designed to create psychological safety while gathering the depth of information you need to deliver powerful, personalized coaching experiences from session one.