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Coaching Discovery Call Form Template

Are you a coach looking for a streamlined way to assess your client's needs and get to know them better? A coaching discovery call is an essential part of the coaching process, and having an effective form template can help to ensure your sessions are productive and successful.


Our Coaching Discovery Call Form Template is designed to help you quickly gather all the necessary information you need to better understand your client's goals and help them achieve success. This form template contains questions that can help you learn more about your client's objectives, their current state, and the challenges they face. It also allows you to collect any additional information that can help you better understand your client and their needs.


Once the form is completed, you can review the information and use it to create an effective strategy for your client. This form is also a great way to establish a professional relationship with your client and set clear expectations for the coaching process.


With our Coaching Discovery Call Form Template, you can quickly and easily collect the information necessary to help your clients succeed. Streamline your coaching process and get to know your clients better with this helpful and effective form template.

Coaching Discovery Call Form Template

  1. Have you ever worked with a coach before?

  2. What are you looking for in a coaching relationship?

  3. Are you in the midst of a challenging situation? If so, please summarize briefly.

  4. What else would you like to share before we meet?

  5. How did you hear about us?

  6. If you were referred to us by someone you know, would you share their name and email address so that we can thank them?

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