Client Onboarding Questionnaire Template

A discovery call alone rarely captures the full picture. This client onboarding questionnaire template helps career coaches learn goals, work context, and preferences before session one, so the first meeting starts with a plan.

Great for

• Career and leadership coaches preparing for a new client
• A form sent after booking the first paid session
• Group coaching cohorts collecting the same intake from everyone

Keep medical and body-composition questions out of a career intake. Focus on goals, constraints, and how the client wants to work together, which is what shapes the coaching plan.

Send the questionnaire before the kickoff call and skim answers on your phone. Export to CSV when you want a simple client record outside the chat thread.

Questions in this template

1. Full name *
   Name
2. Email *
   Email
3. Phone number *
   Phone
4. What sparked your interest in working together? *
   Long text
5. Preferred start date
   Date
6. Current role and company *
   Short text
7. City and time zone
   Short text
8. Years of professional experience
   Dropdown 0-2, 3-5, 6-10, 11-15, 16+
9. How did you hear about this coaching?
   Multiple choice Referral from a friend or colleague, Social media, Podcast or newsletter, Search, Previous workshop or talk, Somewhere else
10. Primary goal for this coaching engagement *
    Long text
11. Second goal (optional)
    Long text
12. Third goal (optional)
    Long text
13. What has gotten in the way of these goals before? *
    Long text
14. Describe a typical work week
    Long text
15. How would you rate your current work energy?
    Multiple choice Low, Uneven, Steady, High
16. How manageable does stress feel right now?
    Rating scale
17. Do you have a manager or mentor you can lean on today?
    Multiple choice Yes, Somewhat, No
18. What should we prioritize in the first 90 days? *
    Checkboxes Career direction and next role, Interview and storytelling practice, Leadership and people management, Confidence and presence, Boundaries and time, Networking and visibility, Negotiation and compensation
19. Preferred session format *
    Multiple choice Video call, Phone call, Mix of both, Async check-ins between calls
20. How many sessions per month feels realistic?
    Dropdown 1, 2, 3, 4, Flexible / as needed
21. Days or times that usually work for you
    Long text
22. Are you open to light homework between sessions?
    Yes or no
23. Anything else your coach should know?
    Long text