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Career coaching intake form template

This five-step career coaching intake form asks the client’s career stage, biggest challenge, main goal and urgency, followed by the contact details. You can clone it into your Growform account and add your coaching packages.

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What the form asks, step by step

Career coaches match clients to programs by stage and goal. The form asks both and adds the challenge and urgency behind the inquiry.

  1. Step 1: “What is your current career stage?”

    Starting out, mid-level, senior or switching careers sets the coaching approach.

  2. Step 2: “What’s your biggest career challenge right now?”

    Moving up, job hunting, balance or skills names the immediate problem.

  3. Step 3: “What is your primary career goal?”

    Promotion, pay, satisfaction or a career change defines what success means.

  4. Step 4: “How urgent is your need for career coaching?”

    Urgency from immediate to just exploring decides who gets a call this week.

  5. Step 5: “How shall we contact you?”

    Name, email and phone come last.

  6. After submitting

    Rewrite the thank-you to link to your packages or a short preparation exercise.

Who it’s for

Career coaches, outplacement providers and executive coaches use this template to screen discovery calls. As a career coaching questionnaire it captures where the client is, what is in the way and what they want, so the first call focuses on a plan. Clients who need formal assessments can be pointed to the career counseling template instead.

Why this structure converts

  • Challenge and goal are separate questions, which shows the gap the coaching needs to close.
  • “Looking to switch careers” is an explicit option, since career changers often need a different program.
  • Urgency is the final choice, asked once the client has already described their situation.
Use this template

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Make it yours

  • Add a résumé upload

    A file upload lets clients share a current résumé, which helps you prepare for the first session.

  • Ask about industry

    A step for the client’s current industry helps you match them with a coach who knows the field.

  • Offer a discovery call link

    Show a scheduling link on the thank-you screen for clients who need help immediately.

Send every lead where your team works

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Frequently asked questions

What should a career coaching intake form ask?

It should ask the career stage, the main challenge, the goal and the urgency. Work history and a résumé can follow once the client books.

Is career coaching the same as career counseling?

They overlap. Coaching tends to focus on goals and action, while counseling often includes assessments and exploring options.

Can I send leads to my coaching tools?

Yes. Growform connects to Dubsado, HoneyBook, Keap and ActiveCampaign, and to a Google Sheet.

What happens next?

  1. Step 1: Clone this form template

    Clone this template into your Growform account (create one first if you don’t already have one).

  2. Step 2: Edit your form

    Get creative and adjust your form's theme options, questions or layout in the Growform form builder.

  3. 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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