Coaching inquiry form template
This five-step coaching inquiry form asks the coaching area, the preferred method, how often sessions should run and the budget per session, followed by the contact details. You can clone it into your Growform account and set your own rates.
What the form asks, step by step
The form qualifies a coaching lead on fit, format and budget before the first call. All four questions are single taps.
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Step 1: “What area of coaching are you interested in?”
Career, life, relationship or health coaching decides which coach replies.
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Step 2: “What is your preferred coaching method?”
In person, online, phone or email tells you how the client wants to work.
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Step 3: “How often would you like coaching sessions?”
Session frequency shows the size of the engagement before any pricing discussion.
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Step 4: “What is your budget range per session?”
Per-session bands from under $50 to over $150 match clients to your rates.
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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 message so it names the coach who will be in touch.
Who it’s for
Coaching businesses with several coaches, and independent coaches who offer more than one kind of coaching, use this template on their contact page. It works as a coaching intake form for new inquiries, capturing the area, the format, the rhythm and the budget. Those four answers are enough to assign the right coach and quote a package. A single-focus practice may prefer the life coaching intake form, which adds a written goals step.
Why this structure converts
- The budget is asked per session, so the answer compares directly with your rates.
- The method question separates local clients who want to meet from remote clients.
- Four single taps before the contact step keep the form quick for someone who is only exploring coaching.
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Make it yours
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Replace the fortnight option
One frequency option reads “Every fortnight”, which is unfamiliar wording in the US. Change it to “Every two weeks” if you coach American clients.
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Add a goals question
A short text step asking what the client wants to achieve gives the coach something specific to prepare.
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Route by coaching area
Send career inquiries to one coach and health inquiries to another by mapping the area answer to an owner in your CRM.
Send every lead where your team works
Frequently asked questions
What should a coaching questionnaire ask new clients?
At first contact it should ask what kind of coaching they want, how they prefer to meet, how often and what they can spend. Goals and background can follow in a fuller questionnaire once they book.
Should I ask for budget on a coaching form?
It saves time for both sides. A per-session budget band lets you propose the right package without discussing price on the first call.
Can clients book a session afterward?
Yes. Redirect to your scheduling page on submit, or link to it from the thank-you screen.
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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