Work Relationships Coaching Intake Form

Transform Your Work Relationships with Structured Coaching

Navigating workplace relationships can be one of the most challenging aspects of professional life. Whether you're dealing with difficult colleagues, managing conflict, or simply looking to improve team dynamics, work relationships coaching provides the guidance you need to thrive in your work environment.

This Work Relationships Coaching Intake Form template is designed specifically for life coaches, business coaches, and career consultants who help clients improve their workplace interactions. The form captures essential information about colleague dynamics, communication patterns, conflict history, and professional relationship goals—giving you a complete picture before your first session even begins.

Why Paperform for coaching intake?

Paperform makes it easy to create on-brand, professional intake forms that work seamlessly across your entire coaching workflow. This template collects detailed client information through conditional logic that adapts based on responses, ensuring you gather relevant insights without overwhelming your clients.

After submission, you can use Stepper to automate your coaching workflow: automatically add clients to your CRM, send welcome emails, schedule discovery sessions, create client folders in your cloud storage, and trigger reminders—all without manual data entry. This means you can focus on what you do best: coaching.

The form integrates beautifully with popular coaching tools like Calendly, HubSpot, Google Calendar, Notion, and Airtable, ensuring client information flows exactly where you need it. Plus, with built-in payment and booking fields, you can collect coaching fees and schedule initial sessions right in the same form.

Whether you're a solo coach building your practice or part of a coaching firm managing multiple practitioners, this template helps you deliver a professional, streamlined experience that sets the tone for transformative coaching relationships. Trusted by thousands of coaches worldwide, Paperform provides the reliability, security, and flexibility your coaching practice deserves.