Career counseling intake form template
This five-step career counseling intake form asks the client’s education level, the industry they want, their employment status and whether they would relocate, followed by the contact details. Clone it into your Growform account and add your counseling packages.
What the form asks, step by step
A counselor learns the client’s starting point and direction from four taps. The relocation question shows how wide the job search can be.
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Step 1: “What level of education have you completed?”
High school through doctorate shapes which roles are realistic next steps.
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Step 2: “What industry are you interested in?”
Healthcare, technology, finance or education sets the focus of the first session.
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Step 3: “What is your current employment status?”
Employed, unemployed, student or retired clients need very different advice.
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Step 4: “Are you open to relocation for the right job opportunity?”
Yes, no or maybe defines the geography of the search.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
The thank-you screen can be rewritten to invite the client to book a first session.
Who it’s for
Career counselors, university career services and outplacement firms use this template to take new clients. It works as a career counseling questionnaire before the first meeting, so the counselor arrives knowing the client’s education, their target industry and their situation. Students and career changers answer four simple questions. Coaches working with mid-career professionals may prefer the career coaching template.
Why this structure converts
- Education comes first, which is a fact rather than an opinion and easy to answer.
- Employment status is asked neutrally, so unemployed clients are not put off.
- The relocation question includes maybe, which is an honest option for many clients.
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Make it yours
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Add a goal question
Ask what the client wants from counseling, such as choosing a field, changing careers or preparing for interviews.
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Add a résumé upload
A file upload for the current résumé lets you review it before the first session.
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Expand the industries
Replace Others with the sectors your clients ask about most so the list reflects your practice.
Send every lead where your team works
Frequently asked questions
What does a career counseling intake form include?
It usually covers education, current employment, target industries and constraints such as relocation. This template asks those four and then the contact details.
Can students use it?
Yes. Student is an employment status option, and the same career counseling form works for current students and recent graduates.
Where do new client requests go?
They reach your inbox and can be sent to vcita, HubSpot or a Google Sheet.
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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