They’re essential tools to make sure both you and your client are on the same page every step of the way. How do you know if what you’re doing is effective, unless you’re measuring it? That’s where coaching assessment forms come in. This example questionnaire not only provides some ideas on how to write your intake form, but also gives a great insight into getting the most out of the onboarding process. Personal Coaching Information: Sample Pre-Coaching Questionnaire.More of a DIY coach? Create your own intake form with confidence, using this templated guide. Happy Rubin’s Template: Coaching Form For Client Intake & Follow-up With Example s.Keep things ticking along (literally) by following this easy guide to your client’s onboarding session. The Coaching Tools Company Intake Session Template Checklist.Want to start the client–coaching relationship off on the right foot? A great onboarding form is key.Ĭheck out these coaching client forms to make your first session a breeze. Whether you’re using them for inspiration or looking for a coaching form template to create your own, check out these downloadable forms to expand your coaching toolkit. 21 Coaching Forms You Need to Run Your Business Plus, you’ll have a record of their responses that you can pull up any time you need to revisit certain issues in their lives or businesses. Unlike a coaching session or email exchange, forms provide a less intimidating and sometimes more accurate snapshot of where your client is at and where they want (and need) to be. ![]() ![]() But do you ever feel like you’re struggling to get the full picture? Coaching Forms Provide a Better Insight Into Your Clientsįrom onboarding to feedback, these crucial stages in the coaching journey provide you with essential insights into your client’s needs, feelings, and barriers. Onboarding, client check-ins, writing emails, creating plans- these can all be improved with the right forms.Ĭan you think of all the things you could be doing with that extra time? You could be marketing your business, coming up with new coaching services, or just spending time doing whatever you want to do that isn’t work!ģ. Think of the time you spend doing all those important but time-consuming aspects of your business. That means you’ll gain a new perspective on things they weren’t necessarily comfortable sharing with you in your coaching sessions. Many clients are more comfortable answering certain questions or giving feedback in written form. From onboarding questionnaires to feedback forms, you’ll never have to second-guess your approach again.Ĭoaching forms are also an amazing way for you to learn and grow as a professional. Have you ever encountered an issue with miscommunication between you and a client? Maybe you didn’t understand their goals and motivations, made assumptions based on incorrect or missing information, or took an approach to coaching that your client wasn’t a fan of.Īll of these issues can be easily avoided in your coaching program by using the right forms. Coaching Forms Create a Positive Client Experience How Coaching Forms Can Grow Your Businessįrom impressing your clients to making you a better coach, here are 3 ways the right forms can grow your coaching business. No matter what your niche or need, there are different kinds of professional forms to suit every coach. ![]() Whether you’re a life coach, business coach, or health coach, there are so many different kinds of forms that you can (and should!) be using in your business every single day. They’re absolutely essential in making the business and admin side of coaching as effortless as possible. Paperbell is all about making running your coaching business easy, so it’s no surprise that we’re a big fan of forms. Specifically, an arsenal of coaching forms that allow their coaching business to look more professional, get the right information from their clients, and make the onboarding and coaching process more efficient and effective than ever. What does every great coach have in common? They all make use of tools.
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