Consulting & Coaching Client Intake
About this template
This intake template helps consultants and coaches collect the information needed to prepare for a new client engagement. It covers the client’s role and organization, relevant background, goals and success measures, current challenges, engagement needs, scheduling preferences, decision-makers, and pre-meeting documents. The form also includes consent and a digital sign-off for follow-up and scheduling.
Who it’s for
- Business consultants preparing for strategy or operational engagements
- Leadership and executive coaches onboarding new clients
- Independent consultants gathering project context and stakeholder information
- Coaches who need to define goals, milestones, and session preferences before starting
When to use it
- Before an initial consulting or coaching session
- When qualifying a new project, retainer, or short-term engagement
- Before developing recommendations, a session plan, or a project scope
- When you need supporting documents and stakeholder details ahead of a meeting
Customization tips
- Add service-specific questions for your specialty, such as leadership, sales, operations, or career coaching.
- Make essential contact, goal, and consent fields required before sharing the form.
- Replace the engagement types and session formats with the services you offer.
- Add questions about budget, confidentiality requirements, or organizational constraints when relevant.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Consulting & Coaching Client Intake
Your Context
Share the organization, role, and background that will help us understand the engagement.
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.
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?
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.
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.
Choose how you prefer to meet.
Select the time blocks you are usually available for sessions.
Estimate the number of sessions or total hours you believe will be required.
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.
Please upload PDFs, slide decks, or documents that explain your situation. Try to keep files under 20MB.
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.
