Coaching Forms For Life Coaches, Health Coaches & More

Whether you’re a life coach, health coach, or even a business coach, having the right coaching forms is crucial for ensuring a smooth and effective coaching process. 

The appropriate forms can streamline administrative tasks, enhance client communication, and provide a structured framework for sessions. From intake forms that gather essential client information to business admin forms that handle the logistical aspects of your practice, these tools are indispensable in creating a professional and organized coaching environment.

In this article, we’ll explore the various types of coaching forms essential for all coaches and provide not just insights into their importance, but also examples of effective templates to elevate your coaching practice.

Client onboarding forms

Coaches need these to gather initial information about clients, set clear expectations, and establish a professional relationship. These forms typically include personal information forms, consent forms, and initial assessment questionnaires. 

Coaching software like CoachVantage were designed with this in mind and comes with form generators to help onboard clients. Coaches can ask onboarding questions like “What has been your biggest disappointment?” to gain a deeper understanding of why their clients engaged them in the first place.

CoachVantage’s form generators can help to onboard clients.

These forms also collect basic details such as the client's name, contact information, and background. Consent forms are crucial for outlining the terms of service, confidentiality agreements, and the scope of the coaching relationship. 

Meanwhile, initial assessment questionnaires help coaches understand the client's goals, challenges, and current status, providing a solid foundation for the coaching process.

Some of the best examples of client onboarding forms include:

Pre-coaching Questionnaire by Personal Coaching Information

The pre-coaching questionnaire from Personal Coaching Information helps coaches understand their clients' goals, challenges, values, and motivations before starting the coaching process. 

It gathers essential information about the client's situation and desired changes, allowing for tailored coaching sessions. Additionally, it encourages clients to reflect on their objectives and obstacles, laying the groundwork for a focused and effective coaching relationship.

Wrap-up Session Questions

The wrap-up session questionnaire is designed to help coaches effectively conclude their coaching sessions. This tool provides structured questions that facilitate reflection and feedback from the client. 

CoachVantage also allows you to build survey forms.

Again, tools like CoachVantage have this feature built-in with that in mind.

This allows CoachVantage to help the coach and client review the progress made during the session, identify key insights, and outline actionable steps moving forward. The questionnaire also encourages clients to articulate their takeaways and future goals, which can enhance their commitment and clarity.

Coaching Assessment and Evaluation Forms

Coaching assessment and evaluation forms are essential tools used by coaches to understand their clients' needs, track progress, and evaluate outcomes. They can include intake forms, progress tracking forms, and feedback forms, each serving a unique purpose in the coaching process. 

Intake forms gather initial information about the client's goals and background, while progress tracking forms help monitor the client's development and achievements over time. Feedback forms provide a way for clients to reflect on their experience and offer insights for improvement.

These forms are crucial because they provide a structured method for coaches to collect and analyze data, ensuring that the coaching sessions are tailored to the client's specific needs. They also help in maintaining a consistent coaching process, which is vital for measuring the effectiveness of the coaching.

Some of the best examples of these forms include:

The Big Five scale

Developed by Dr. Colin DeYoung, Dr. Lena Quilty, and Dr. Jordan B. Peterson, this tool assesses personality across five traits: Extraversion, Neuroticism, Agreeableness, Conscientiousness, and Openness to Experience, each with two sub-aspects. 

The 100-item test offers a nuanced view, utilizing extensive global data. Coaches find this report invaluable for providing clients with deep insights into their traits, enhancing their understanding of relationships, career, and personal growth.

VIA Inventory of Strengths

The VIA Character Strengths Survey is a free, quick assessment that takes under 15 minutes and helps clients identify their key strengths and weaknesses. The survey lists 24 main strengths, highlighting 5 as primary strengths and 5 as lesser strengths. It focuses on uncovering natural strengths rather than building new skills, showing how our values align with what we excel at.

Business Admin Forms

Business admin forms are essential tools that help life and health coaches manage their coaching practices efficiently. These forms include invoices, contracts, scheduling forms, and financial tracking documents. Invoices ensure that coaches can bill clients accurately and professionally, while contracts outline the terms of service and protect both the coach and the client legally. 

Scheduling forms help manage appointments and keep sessions organized, and financial tracking documents assist in maintaining accurate records of income and expenses, which is crucial for tax purposes and financial planning.

These forms are important because they streamline administrative tasks, allowing coaches to focus more on their clients and less on paperwork. They also enhance the professionalism and reliability of the coaching business, as clients appreciate clear, organized communication and documentation. 

Examples of effective business admin forms include:

Coaching Client Agreement Form by Wonder Legal

The Coaching Client Agreement Form by Wonder Legal.

The Coaching Client Agreement Form by Wonder Legal helps coaches establish clear and professional relationships with their clients. It outlines the terms and conditions, including the scope of services, payment terms, confidentiality agreements, and responsibilities of both parties. 

This agreement ensures mutual understanding, prevents misunderstandings, and provides legal protection by defining service limits and client conduct expectations, fostering a secure coaching environment.

Manage all your administrative documents in one place with CoachVantage!

As you can see by now, whether you are a health coach, life coach, or even business coach, coaching forms are key in helping you run your business smoothly.

That said, it can still be tricky to keep so many types of digital forms organized. That’s where all-in-one coaching software like CoachVantage come in.

CoachVantage’s form creation feature.

With CoachVantage you have the ability to create your own forms such as Intake Forms, Pre-session Check-in Forms, Post-session Takeaway Forms, or any other form that you use as part of your coaching engagement process. 

What’s more, CoachVantage has ready-to-use form templates that you can use as-is or make edits as you see fit before using them. The coaching form templates save you heaps of time as they come pre-loaded in your CoachVantage account and are free to use. You can also brand the forms however you wish by using your own images for the form banners.

Additionally, you can automate the sending of forms as part of your coaching engagement with clients. For example, you can configure CoachVantage to trigger a form two days before a coaching session and then to trigger sending another form immediately after a session. 

The ‘Forms’ feature in CoachVantage is thoughtfully designed to help you save time and automate repetitive tasks, all while delivering professionalism and value for your clients!

Interested in learning how CoachVantage can enhance your coaching business? Start with a 14-day free trial today!