Business Coaching Intake Form Template

About this template

A Business Coaching Intake Form is a document that should be completed before signing up for business coaching services. This form will help the business coach to identify the client's needs in regards to starting or managing a business. The data gathered from this form can also be used for workflow and process improvement of the company.

This Business Coaching Intake Form contains form fields that ask for personal information about the client which includes name, contact details, occupation, marital status, and business goals. This form template is using the Appointment tool that allows the respondent to select a specific time on when will the appointment will be. This tool shows the available dates and times. This tool is also interactive because the slot will not be available if it was already selected by the previous respondent. This form template is also using the Signature tool to gather the digital signature of the client after confirming the terms and agreement. You can further customize this form template by changing the theme, background color, and font by using the Form Builder.