Client Intake Questionnaire
Is this inquiry for individual coaching/training or for a team/organization?
Individual
Team/Organization
Personal and Organizational Information
Name
*
First Name
Last Name
Organization:
Position/Title:
Contact Information:
Email:
*
example@example.com
Phone Number:
*
Please enter a valid phone number.
Format: (000) 000-0000.
Professional Background (if individual) or Organizational Context (if team/organization)
Please describe your current role and responsibilities (if individual) or the main functions and goals of your team/organization (if team/organization).
How long have you been in this position or how long has your team/organization been established?
Goals and Challenges
What are your primary professional development goals (if individual) or what are the development goals for your team/organization?
Are there specific challenges you face in your role or that your team/organization faces that you want to address?
Expectations from the Coaching/Training
What motivated you to seek coaching/training?
What do you expect to achieve by the end of our coaching/training sessions?
How do you prefer to receive feedback and guidance (e.g., email, face-to-face, detailed reports)?
Previous Experience with Coaching/Training
Have you or your team participated in professional development training or coaching before?
*
If yes, what was the focus, and what did you find most beneficial?
Organizational Support
14. Does your organization support this coaching/training initiative?
Yes
No
If yes, in what ways? (e.g., financial support, time allowances)
Availability and Preferences
What days and times are you generally available for sessions?
*
Do you have any preferences or requirements for how sessions should be conducted (e.g., virtual, in-person, frequency of sessions)?
Additional Information
Is there anything else you think I should know to help tailor the coaching/training to your needs?
Submit
Should be Empty: