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Onboarding Form Template for Business Coaches

Are you looking for a way to streamline your client onboarding process? This Onboarding Form Template for Business Coaches can help. This template ensures that you have all the information you need about your clients to start the coaching process.


The form includes questions about the client's background, goals, vision for their business, and the challenges they face. This information will give you the insight you need to craft a coaching program that meets their needs and helps them achieve their goals. The form also allows you to gather contact information, so you can easily stay in touch with your client.


The form is easy to use and customize, so you can make it your own. With this template, you can save time and energy, and get the information you need from your clients quickly and easily to start your coaching journeyoff on the right foot.

Onboarding Form Template for Business Coaches

  1. What are your strongest beliefs about yourself and the world?

  2. What bits of wisdom/life lessons would you like to share with the world?

  3. When in your life have you felt most creative?

  4. When in your life have you been most committed to something/someone?

  5. What are the most significant accomplishments of your life so far?

  6. About what have you taken the strongest stand?

  7. What does prosperity mean to you? When/how have you experienced it?

  8. What energizes you?

  9. How might you sabotage this coaching process? What do you want me to do if I notice sabotaging behavior?

  10. How will you know that effective coaching has been for you?

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