Templates for Coaches
Available Templates
Discovery Call Questionnaire
Pre-qualify prospects by understanding their challenges, goals, and readiness for coaching before the call.
Client Intake Form
Gather personal background, coaching history, and expectations to tailor your program from day one.
Goal Setting Worksheet
Help clients define SMART goals, identify obstacles, and establish milestones for their coaching journey.
Session Feedback Form
Collect post-session reflections, key takeaways, and action item commitments from clients.
Progress Check-In Survey
Track client progress against goals with periodic self-assessments and satisfaction ratings.
Testimonial Request
Make it easy for satisfied clients to share their transformation story in their own words.
Why Use a Template
- Show up to discovery calls prepared with deep context on each prospect's needs and goals.
- Personalize every coaching engagement by capturing detailed intake information before the first session.
- Track client transformation over time with structured check-ins that demonstrate measurable progress.
- Grow your practice with authentic testimonials you can collect systematically from happy clients.
How to Customize
- 1
Pick a template
Browse the grid above and choose the template closest to your needs.
- 2
Edit questions
Add, remove, or reword any question. Drag to reorder sections.
- 3
Add your branding
Upload your logo, set brand colors, and customize the thank-you screen.
- 4
Publish and share
Grab a link, embed on your site, or send via email. Responses stream in instantly.