Consulting & Coaching Client Intake
Customize this template to your workflow, send it to clients with your branding, and keep everything in your client portal.
About your current situation
Tell us about your role, organization, and the context so your consultant/coach can understand your starting point.
Your full name as you'd like to be addressed.
Best email for session invites and follow-up materials. Required for scheduling.
Phone number (optional)
Optional — used only for scheduling or urgent contact.
Your organization, team, or indicate if you work independently.
Your current role and primary responsibilities.
Background & context
Share key history and context relevant to your work, project, or personal development goals.
Include recent projects, team size, or how long you've been working on this challenge.
Knowing your tools helps us tailor recommendations and avoid duplication.
Engagement type
Select the main type of engagement you want.
Goals & success criteria
Help us understand what success looks like so sessions are outcome-driven and measurable.
Be specific where possible (e.g., increase revenue by X, improve leadership skills, launch product).
What indicators will show the engagement is working?
Timeframe for achieving your goals
Choose the timeframe that best matches your expectations.
Challenges & blockers
Describe obstacles so your consultant/coach can address root causes rather than symptoms.
Practical details help us prepare targeted strategies for your sessions.
Which of these apply to your situation? (select all that apply)
Select any relevant known issues so we can triage quickly.
Use this to clarify any selected blockers or add other important details.
Session preferences & logistics
Tell us practical preferences so sessions are scheduled and structured to suit you.
Preferred session format
Choose how you prefer to meet.
Typical availability
Select the time blocks you are usually available for sessions.
Estimate the number of sessions or total hours you believe will be required.
Ideal start date (optional)
If you have a preferred start date for the engagement, select it here.
Stakeholders & decision-making
Tell us who else is involved so we can engage the right people and respect approval paths.
Who signs off on decisions or budgets for this engagement?
If someone else will be the approver, provide their email for coordination.
Who should be looped in for meetings or deliverables?
Pre-meeting materials & uploads
Upload any relevant documents so your consultant/coach can review them before the first session.
Relevant documents (briefs, project plans, reports)
Please upload PDFs, slide decks, or documents that explain your situation. Try to keep files under 20MB.
Supporting files (data exports, examples, recordings)
Optional — upload any datasets, example assets, or recordings that illustrate the issue.
Use this to flag anything that will help us run an effective first meeting.
Consent & sign-off
Confirm you're ready to proceed — a brief sign-off helps with scheduling and paperwork.
Do you consent to proceed with this intake and be contacted about scheduling?
We will use the contact details you provided to reach out and schedule your session.
Digital signature (type your full name)
Type your full name to acknowledge the information is accurate and you consent to contact.
Draw a signature in the box above
