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Coaching initial consultation form

coaching initial consultation form

Looking to streamline your coaching initial consultation process? This comprehensive question list is perfect for businesses in the coaching and consulting realm.

Whether you're a life coach, a business coach, or a consultant, this online form will help you gather crucial information about your potential clients swiftly and efficiently.

Get ready to take your consultation process to the next level. Let's dive in!

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Questions to include on your Coaching initial consultation form

1. Personal Information

We need to collect some basic information about the coach or consultant to address them properly and maintain a record for future correspondence.

  • What is your name?
  • What is your gender? (Male, Female, Non-binary, Prefer not to say)
  • What is your email address?

2. Professional Details

This segment will help us understand the coach's professional background, their area of expertise and experience level.

  • What is your current job title?
  • How many years of experience do you have in your field?
  • Please describe your area of expertise.

3. Consultation Details

In this section, we will gather information about the coach's expectations and potential topics they wish to discuss.

  • What is the main objective of this initial consultation?
  • Are there any specific topics you wish to discuss during the consultation?
  • Please select the preferred date for the consultation.

4. Service Offering

These questions help gauge the coach's current service offerings and pricing, which could be critical for tailoring a fitting consultation.

  • What services do you currently offer?
  • What are your standard rates for these services?

5. Preferred Communication Method

We need to understand the coach's preferred method of communication to ensure seamless coordination and scheduling of the consultation.

  • What is your preferred method of communication? (Email, Phone, Video Call, In-person)
  • If you selected 'Phone' or 'Video Call', please include your contact number or username.

The question about preferred method of communication is key to maintain a smooth and professional communication with the coach. It respects their personal preference and ensures that they are comfortable with the communication medium.

Other question ideas

When you are creating your Coaching initial consultation form, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.
  • What is your preferred learning style? (Visual, Auditory, Kinesthetic, Reading/Writing)

    • This question can provide insights into how the coach prefers to receive information, which can be used to tailor the consultation to their learning style and ensure that they fully understand any new concepts or strategies discussed.
  • Do you have any professional certifications or qualifications?

    • Gathering information about the coach's qualifications can give a better understanding of their credibility and areas of expertise.
  • What are the most challenging aspects of your profession?

    • This question can shed light on the coach's struggles in their professional life, which can be addressed during the consultation, potentially providing solutions or strategies to manage these challenges.
  • How do you currently gather and manage client feedback?

    • Understanding the coach's current methods for collecting client feedback can provide insights into their interactions with clients and whether they are open to receiving constructive criticism. This feedback can be used to improve their coaching services.
  • Have you attended a coaching consultation before? If so, what did you find most and least beneficial?

    • This question can provide insights into the coach's past experiences with consultations, which can be used to avoid any issues they had previously and enhance the areas they found beneficial.
  • What methods do you use to keep track of your goals and progress?

    • Knowing how the coach tracks their goals can provide insights into their organizational skills and dedication to self-improvement.
  • How do you handle work-life balance?

    • This question can help understand the coach's personal life and how they balance it with their professional responsibilities. It could also give some insights on any struggles they might be facing and how it might affect their professional lives.
  • What are your expectations from this consultation?

    • This question can help gauge the coach's expectations and can be used to ensure these are met during the consultation. It can also give an idea about the areas the coach wants to improve or work on.

Things to consider

  1. Prioritize User-Friendliness - Make sure the form is easy to navigate and understand. Use clear and simple language for questions and instructions. Try to minimize the need for typing by using dropdown menus, checkboxes, and radio buttons whenever possible.
  2. Mobile Responsiveness - Ensure that your form is responsive and can be easily filled out on various devices, including mobile phones and tablets.
  3. Data Privacy - Clearly state your data privacy policy. Assure users their information will be protected and not be shared with third parties without their consent.
  4. Progress Indicators - If it's a long form, incorporate progress indicators. This helps users know how much of the form is left and can reduce the likelihood of form abandonment.
  5. Input Validation - Use HTML5 field types to validate input data. For example, don’t accept text in a numbers-only field. This will ensure the data you collect is accurate and useful.
  6. Keep it Short and Relevant - Only ask for information that's absolutely necessary. Long forms can deter users from completing them.
  7. Clear Error Messages - If a user fills out the form incorrectly, provide clear and helpful error messages. They should know exactly what they did wrong and how to fix it.

How to create your Coaching initial consultation form

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

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