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Change is evident in life, which is why people reach out to their trainers, teachers, and coaches in order to begin their journey toward changing aspects of themselves. With this, coaches and trainers use coaching intake forms to determine what their clients want to change and what services are necessary to cater the client’s needs. You may also see project intake forms

Coaching Intake Form Sample

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What Is a Coaching Intake Form?

A coaching intake form is a document that training and coaching clients will fill out with their personal information and requested services. The form is provided to the client before they exchange contract agreements with the coach. With the form, the coach will be able to construct a training and seminar plan that is addressed to the client’s needs. The more details a client states on the intake form, the better and more efficient the coaching sessions will be.

Life Coach Intake Form in DOC

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How to Create a Simple Coaching Intake Form

Coaching intake forms are easy to create as long the coach knows what his expertise is and what types of data he will obtain from his client. The first section that a coach will indicate in his form is the client information section which will cater the name, date of birth, and the gender of the client. Following this data are the addresses of the client such as his residential, business, and electronic mail addresses. These addresses are essential for informing the coach of where he can locate the client as well as pay him a visit for conducting a coaching follow-up survey. You may also like career counseling forms

Succeeding the client’s details is a confidentiality agreement to indicate the intent of the coach to use the data as part of the program and to assure the client that his disclosed information will not be given to anyone or to any outside party. With this, a questionnaire should be incorporated on the form to determine what the client is seeking, the plan of the client, as well as the client’s current situation. Additionally, the client’s main concerns, values, belief, goals, and personal vision for himself will also be disclosed as answers to the questions stated on the form. You may also check out event planning intake forms

Stress Coaching Intake Form

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Varieties of Coaching Intake Forms

There are tons of available and free coaching intake forms that any coach can use for the sessions with his clients. Below are some of the common varieties of coaching intake forms:

1. Academic Success Coaching Intake Form

Academic boot camps and seminars are the known activities where an academic success coaching intake form is intended to be used by the participants. The form has four sections which have the participant’s personal information as the primary section to indicate the participant’s place of residence, current education, as well as the number of his service hours at work, daily school hours, and the time that he allocates for extracurricular activities. The second section of the form is the academic background information of the participant which focuses on determining the participant’s academic concerns. The third section is an optional area that can either be filled out or not since it is only applicable to participants who have disabilities and diagnosis from a physician. Lastly, the last section is allotted to be completed by the office personnel of the organizing party only as it will state what program will be suitable for the participant’s concerns and the population category of the participant. You may also see general counseling forms

Academic Success Coaching Intake Form

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2. Career Coaching Intake Form

Career coaching programs are commonly offered nowadays to students and individuals who aim to have a sturdy and effective plan for their working and personal careers. With a career coaching intake form, the client will be able to state his choice of whether he will be completing the course through call-ins, in person, or through chatting online. The questions in the form are categorized into three topics: professional self-discovery, resume evaluation, and interview preparation. The professional self-discovery topic deals with determining the client’s uniqueness from the population along with the client’s career goals. The resume review topic focuses on the target audiences of the client’s resume and his target role where he will be applying in the industry. The last topic or the interview preparation topic centers on how the client prepares for his job interview and what specific questions he wants to answer as part of his preparation in nailing the hiring process of his target company. Additionally, the client can also write comments about himself and suggestions for the coach to take into consideration when constructing a customized program for him. You may also like client assessment form

Career Coaching Intake Form

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3. Life Coach Strategy Intake Form

A professional life coach must know what he can offer and will provide a program suitable for addressing his client’s problems and career. Nonetheless, aside from the program, a life coach must also provide a coaching strategy intake form for his client to complete. This form will gather the client’s identification, contact information, goals, and the client’s life story. The form is also enclosed with a life strategy agreement form to inform the client about how the program will be conducted, the terms and conditions of the coach, matters relating to coaching schedules, and a general statement of disclaimer of liability. With this, the client must affix his signature on the space provided after the agreement along with coach’s signature and the date of when the document was completed.

Coach Strategy Intake Form

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4. Dietary Coaching Intake Form

Health is the most expensive wealth that any person must have in order to be successful in life. This is why dietary coaches are needed by individuals who are searching for ways to become healthier and be well within a specific period. A dietary coaching intake form is the appropriate document that these coaches require their clients to fill out in order to strategize for a program. The form is identical to a survey questionnaire since it mainly consists of questions that need the client’s detailed answers. Basically, the questions relate to the eating habits, food preferences, sleeping patterns, medical conditions, and the activities that the client is involved in.

Dietary Coaching Intake Form

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5. Fertility Coaching Intake Form

Women who want to conceive a baby are the users of this form which will then be submitted to the fertility coach. The form will have the basic details of the client, the reasons for her appointment, her medical diagnosis, and a list of the medical prescriptions and habits that she has. It is also a necessity that a reproductive health information form is enclosed in the intake document in order for the coach to acknowledge the status of the client. To complete the health information, the client needs to sign the form along with her representative to certify that all of her statements on the form are true. Another document that is enclosed with the form is a disclosure statement and a treatment consent form. The disclosure is significant for informing the client about the fees, the clinic schedule, and the laws associated with the fertility coaching company. On the other hand, the treatment consent form is for allowing the company to provide a treatment to the client as well as acquire relevant medical information from the client’s health care providers and physician.

Fertility Coaching Intake Form

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6. Financial Coaching Intake Form

Financial coaches commonly work with business-minded individuals who want to be successful in their chosen business field. With this, the coaches prepare financial coaching intake forms for their business clients. The form mainly gathers the client’s name, contact details, marital status, emergency contact information, and address. A few questions are enlisted on the form which determines the client’s financial plan, the identification of the client’s accountant, a summarization of the client’s monthly expenditures, and the client’s total indebtedness. The clients’ biggest financial regrets and greatest financial achievements are also highlighted on the form, as well as the client’s ideal financial future. These pieces of information will allow the financial coach to determine what factors are hindering the client to meet his goals and what resolution he can offer to the client in order for him to be a better individual who can appropriately manage his finances. You may also check out initial counseling forms

Financial Coaching Intake Form

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7. Marriage Coaching Intake Form

Marriage is not an easy path that couples take since there are evident struggles and problems that most newly wedded couples will encounter. With this, marriage coaches are called out by couples to aid them in recognizing what areas will need to be resolved in their marriage. A marriage coaching intake form is a document used by the marriage coach or counselor to strategize a plan for his clients. The form contains the names of the couple, their children, as well as their addresses. Details about the couple’s counseling, family, and religious histories are also disclosed on the form, which is essential for allowing the coach in determining factors that hinder the couple’s relationship. Additionally, a disclaimer notice, confidentiality agreement, insurance billing statement, and a consent to treatment are enclosed with the form.

Marriage Coaching Intake Form

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8. Parent Coaching Intake Form

Guiding parents toward dealing with family issues is the main purpose of why parent coaches are hired. These types of coaches use parent coaching intake forms before they begin their coaching sessions to the parents. The form contains parent information sections that focuses on gathering the parent’s names, contact number, organization name, and occupation. Other sections stated on the form are the relational information section, counseling and medical history, as well as the parents’ present issues and goals.

Parent Coaching Intake Form

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With the aforementioned intake form samples, any coach and counselor will be able to acquire enough details and information about his client. Nonetheless, it is significant that the coach will keep his client’s details confidential and should only be used when necessary within the coaching period. You may also check out counseling form examples

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