Give your clients a smooth, professional onboarding experience—without creating anything from scratch.
This easy-to-use Client Intake Form Template is designed for Businesstry coaches who want their new clients to feel supported, seen, and guided from day one. Whether your work is 1:1, group, hybrid, or membership-based, this intake form helps you gather everything you need to coach with confidence and clarity.
Built in a clean Google Doc format, it’s simple, editable, and ready to use. Just add your name, share the link, and your clients can type directly into their own copy.
✨ About You Section
Collect contact info, time zone, communication preferences, and key background details.
✨ Current Season Assessment
Understand how your clients are really feeling—emotionally, mentally, and spiritually.
✨ Faith & Spiritual Life Questions
A gentle, faith-forward section that helps you gauge where clients connect with God and where they feel stuck.
✨ Goal-Setting + Breakthrough Clarity
Discover what your clients truly want so you can coach with direction and impact.
✨ Patterns, Blocks & Habits Section
Identify common behaviors that may hold them back and tailor your coaching accordingly.
✨ Readiness & Capacity Check-In
Measure their willingness, commitment level, and honesty in the process.
✨ Final Thoughts Section
Space for clients to share anything else they want you to know before coaching begins.
✔ Ready to use — no setup required
✔ Completely editable in Google Docs
✔ Clients can type directly into their copy
✔ Protects your master file using a simple “Make a Copy” link
✔ Faith-forward but still professional & neutral for all coach types
✔ Perfect for 1:1, Group, Hybrid, and Membership coaching models
Your students receive clear instructions on how to share the form with clients using a forced copy link, so every client gets their own private fillable document.
Give your clients a smooth, professional onboarding experience—without creating anything from scratch.
This easy-to-use Client Intake Form Template is designed for Businesstry coaches who want their new clients to feel supported, seen, and guided from day one. Whether your work is 1:1, group, hybrid, or membership-based, this intake form helps you gather everything you need to coach with confidence and clarity.
Built in a clean Google Doc format, it’s simple, editable, and ready to use. Just add your name, share the link, and your clients can type directly into their own copy.
✨ About You Section
Collect contact info, time zone, communication preferences, and key background details.
✨ Current Season Assessment
Understand how your clients are really feeling—emotionally, mentally, and spiritually.
✨ Faith & Spiritual Life Questions
A gentle, faith-forward section that helps you gauge where clients connect with God and where they feel stuck.
✨ Goal-Setting + Breakthrough Clarity
Discover what your clients truly want so you can coach with direction and impact.
✨ Patterns, Blocks & Habits Section
Identify common behaviors that may hold them back and tailor your coaching accordingly.
✨ Readiness & Capacity Check-In
Measure their willingness, commitment level, and honesty in the process.
✨ Final Thoughts Section
Space for clients to share anything else they want you to know before coaching begins.
✔ Ready to use — no setup required
✔ Completely editable in Google Docs
✔ Clients can type directly into their copy
✔ Protects your master file using a simple “Make a Copy” link
✔ Faith-forward but still professional & neutral for all coach types
✔ Perfect for 1:1, Group, Hybrid, and Membership coaching models
Your students receive clear instructions on how to share the form with clients using a forced copy link, so every client gets their own private fillable document.
