Executive Coaching Onboarding Form

Client Intake Form

Beacon of Light is happy to welcome you as a new client. We are excited that you chose us to lead the way toward obtaining your professional and personal goals. Please complete the following information so that we can get started. Let's Find Your Way!
Name*

First NameLast Name
Company *

Company NamePosition/ Title
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Work Phone Number*
Please enter a valid phone number.
Cell Phone Number*
Please enter a valid phone number.

Personal Profile

We understand that every person is a unique work in progress. Answering the questions below will assist us in creating your personalized coaching path. Remember that there are no right or wrong answers. Feel free to be authentically you!
Have you ever worked with a Coach?*

YesNo
How do you learn best?*

Visual LearnerAuditory LearnerReading/ Writing LearnerKinaesthetic Learner
I would describe myself as: *
Others would describe me as: *
The three things that I like most about my current job *
If I could change three things about my job they would be: *
My three greatest professional accomplishments (so far) are: *
The one thing I wish I could change in the short-term is:*

Coaching Goals & Vision
What are the top 2-3 outcomes you want to achieve through executive coaching? (Think about what would make this experience meaningful and impactful for you.)
If we were celebrating your success at the end of this coaching engagement, what would you be most proud of? (Describe what “thriving” looks like for you.)

Leadership Strengths & Growth Areas
What leadership strengths do you feel most confident in right now?
What areas of growth or challenge are you currently navigating?(Consider mindset, communication, relationships, influence, confidence, or decision-making.)

Coaching Style & Partnership
What kind of coaching support helps you stretch, grow, and stay accountable?(Ex: Direct feedback, reflective questions, structured tools, gentle challenge, etc.)
Is there anything you want me to know about how you learn, process information,or communicate best?

Commitment & Support
What personal commitments are you willing to make to ensure you get the most out of this experience?

Current Landscape
What current challenges or barriers may be impacting your ability to lead at yourfull potential?
Are there any dynamics in your team or organization you believe I should be aware of as we begin?

Important Issues

Please provide a brief outline of any additional concerns or challenges you would like to address, as well as what you hope to achieve in the coaching sessions.
Issue #1 *
Issue #2 *
Issue #3 *
Issue #4
Issue #5

Final Step: Schedule Coaching Sessions
Congratulations on completing your intake form! Your commitment to professional development is commendable. Now, let's take the next step together! Schedule your first Coaching Session.

Let's make progress and celebrate every step along the way!
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Client Intake Form