Business coaching intake form template
This five-step business coaching intake form asks the area to improve, years in business, team size and the biggest current challenge, followed by the contact details. Clone it into your Growform account and list your coaching programs.
What the form asks, step by step
A coach needs to know where the business is and what is holding it back. The four questions answer both before the discovery call is booked.
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Step 1: “What area of your business do you want to improve?”
Sales, productivity, strategy or customer engagement sets the agenda for the first call.
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Step 2: “How long have you been running your business?”
Business age separates new founders from owners of established companies.
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Step 3: “How many employees do you have?”
Team size shows whether coaching is about the owner or about managers.
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Step 4: “What is your biggest business challenge currently?”
Low sales, skills, costs or competition names the problem in the owner’s terms.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
Rewrite the thank-you to link to a short preparation worksheet or your booking page.
Who it’s for
Business coaches, small business consultants and growth advisors use this template to screen discovery calls. As a coaching intake form it covers the stage and size of the business and the owner’s main concern, which is enough to decide whether a program fits. A founder with fewer than ten staff and a sales problem needs a different conversation from the owner of a 100-person company. For personal rather than business goals, the life coaching template is closer.
Why this structure converts
- Each answer is a single tap, so a busy owner completes the form between meetings.
- The challenge question lets the owner name the problem without writing a paragraph.
- Business age and team size together tell you which program tier to recommend.
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Make it yours
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Add a revenue band
A revenue question after team size helps you judge whether the business can afford your program before the call.
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Ask what they have tried
A short text step asking what the owner has already tried saves the first fifteen minutes of the call.
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Link to your calendar
Show a booking link on the thank-you screen so qualified owners pick a call time straight away.
Send every lead where your team works
Frequently asked questions
What should a business coaching questionnaire ask?
At first contact it should ask what the owner wants to improve, how long they have traded, how many people they employ and the main challenge. Deeper questions belong in the first session.
How is this different from a life coaching form?
It asks about the business rather than the person. Team size, business age and commercial challenges shape the program you offer.
Can I send leads to my CRM?
Yes. Growform connects to HubSpot, Keap, ActiveCampaign, Dubsado and HoneyBook, among other tools.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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