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Career Coaching Client Intake Form

I. Personal Information

First Name

Last Name

Preferred Name

Phone Number

Email Address

LinkedIn Profile URL (if applicable)

Date of Birth

Gender

Current Location

City

State/Province

Postal/Zip Code

II. Current Career Situation

Current Job Title

Current Company

Industry

Years of Experience in Current Field

What are your primary responsibilities in your current role?

Are you currently employed?

If no, when was your last employment?

On a scale of 1-10, how satisfied are you with your current career situation? (1 = Very Dissatisfied, 10 = Very Satisfied)

What are the biggest challenges you are currently facing in your career?

III. Career Goals and Aspirations

What are your short-term career goals (within 1 year)?

What are your long-term career goals (3-5 years)?

What industries or roles are you interested in exploring?

What skills or areas do you want to develop?

What does your ideal work environment look like?

What are your top 3 career values?

Work-life balance

Financial security

Personal growth

Other:

IV. Coaching Services of Interest

Please indicate which coaching services you are interested in.

 

Individual Coaching

Career Exploration and Discovery

Job Search Strategy and Execution

Resume and Cover Letter Optimization

Interview Preparation and Practice

Professional Branding and Networking

Career Transition and Change Management

Leadership Development

Salary Negotiation

Personal Branding

Executive Coaching

Other:

Group Coaching

Job Search Accelerator Group

Career Transition Group

Leadership Development Group

Networking Skills Group

Other:

Workshops/Seminars

Resume Writing Workshop

Interview Skills Workshop

LinkedIn Optimization Workshop

Career Planning Workshop

Other:

Assessment Tools

StrengthsFinder Assessment

Myers-Briggs Type Indicator (MBTI)

DISC Assessment

Other:

V. Suitability for Services (Client Questions)

Individual Coaching

Are you committed to dedicating time and effort to your career development?

Are you open to receiving feedback and implementing suggested changes?

Do you prefer personalized one on one interactions?

Do you have specific career goals that require individual attention?

What is your preferred coaching style?

Directive

Collaborative

Supportive

Other:

Group Coaching

Are you comfortable sharing your experiences and goals with a group?

Do you learn well from the experiences of others?

Do you enjoy collaborative learning?

Are you able to commit to regular group sessions?

Do you feel you would benefit from peer support and accountability?

Workshops/Seminars

Are you looking for focused, skill-based training?

Do you prefer a structured learning environment?

Are you looking for a more cost effective way to obtain information?

Do you prefer a more time compressed learning experience?

Assessment Tools

Are you interested in gaining deeper insights into your strengths and personality?

Are you open to using assessment results to inform your career decisions?

Do you prefer data driven results?

VI. Logistics and Availability

What is your preferred method of communication?

Phone

Email

Video Call

Other:

What are your preferred days for coaching sessions?

What are your preferred times for coaching sessions?

What is your budget for career coaching services?

VII. Additional Information

Is there anything else you would like to share about your career goals or challenges?

Are there any specific questions you have for me?

VIII. Client Agreement and Consent

I understand that career coaching is a collaborative process and that my success depends on my commitment and effort.

I agree to provide honest and accurate information during coaching sessions.

I understand that all information shared with the coach will be kept confidential, except as required by law.

I understand that coaching is not therapy, and that if I am in need of mental health services, that I will seek them from a licensed professional.

Signature

 

Thank you for completing this form. I look forward to working with you on your career journey!

Form Template Insight

Please remove this form template insight section before publishing.


Let's break down this Career Coaching Client Intake Form section by section, providing detailed insights into its purpose and effectiveness:


I. Personal Information:


Purpose:

  • Establishes basic contact information and allows the coach to personalize communication.
  • LinkedIn profile allows for preliminary research and understanding of the client's professional background.

Effectiveness:

  • Standard and essential for any client intake.

II. Current Career Situation:


Purpose:

  • Provides a snapshot of the client's current professional standing and their level of satisfaction.
  • Identifies immediate challenges and pain points that the client is experiencing.
  • Establishes a baseline for measuring progress.

Effectiveness:

  • Critical for understanding the client's context and tailoring coaching strategies.
  • The satisfaction scale provides a quantifiable measure of the client's initial state.
  • "What are the biggest challenges you are currently facing in your career?" Opens the door to the core issues.

III. Career Goals and Aspirations:


Purpose:

  • Uncovers the client's desired future state and their vision for their career.
  • Helps to define specific, measurable, achievable, relevant, and time-bound (SMART) goals.
  • Identifies the client's values and priorities, which are essential for career alignment.

Effectiveness:

  • Fundamental for setting the direction of the coaching engagement.
  • Understanding values ensures that goals are personally meaningful.
  • "What does your ideal work environment look like?" gives insight into the clients desired culture, and work/life balance.

IV. Coaching Services of Interest:


Purpose:

  • Allows the client to express their preferences and needs regarding coaching services.
  • Provides the coach with an understanding of the client's perceived needs.
  • Offers a menu of services, making it easy for the client to choose.

Effectiveness:

  • Streamlines the initial consultation process.
  • Ensures that the client is aware of the full range of services offered.
  • The option for "other" allows for customization, and the client to express needs not listed.

Detailed Breakdown of Service Options:

  • Individual Coaching: Caters to personalized needs, ideal for specific career challenges.
  • Group Coaching: Fosters peer support, learning from others, and accountability.
  • Workshops/Seminars: Efficient skill-building, cost-effective, and structured learning.
  • Assessment Tools: Provides objective insights, enhances self-awareness, and informs career decisions.

V. Suitability for Services (Client Questions):


Purpose:

  • Helps the coach assess the client's readiness and fit for each type of service.
  • Ensures that the client has realistic expectations and understands the requirements of each service.
  • Prevents mismatches and ensures a successful coaching experience.

Effectiveness:

  • Crucial for ethical and effective coaching.
  • Helps to manage client expectations and ensure a good fit.
  • The questions are designed to cause the client to think about how they learn, and what they are willing to put into the coaching process.

VI. Logistics and Availability:


Purpose:

  • Gathers practical information to facilitate scheduling and communication.
  • Establishes clear expectations regarding communication methods and availability.
  • Begins the discussion of the financial aspect of the coaching relationship.

Effectiveness:

  • Essential for efficient and organized coaching sessions.
  • Avoids scheduling conflicts and ensures smooth communication.
  • The budget question allows the coach to understand the client's financial boundaries.

VII. Additional Information:


Purpose:

  • Provides an opportunity for the client to share any additional relevant information.
  • Allows the client to ask questions and address any concerns.
  • Opens the door for any unexpected needs.

Effectiveness:

  • Encourages open communication and builds rapport.
  • Ensures that the coach has a complete picture of the client's situation.

VIII. Client Agreement and Consent:


Purpose:

  • Establishes clear expectations regarding the coaching relationship.
  • Ensures that the client understands the collaborative nature of coaching.
  • Protects the coach by outlining confidentiality and ethical guidelines.
  • Differentiates coaching from therapy.

Effectiveness:

  • Essential for professional and ethical coaching practice.
  • Protects both the coach and the client.
  • Sets a professional tone for the coaching relationship.

Overall Effectiveness:

  • The form is comprehensive and covers all essential aspects of client intake.
  • It is designed to gather both factual information and subjective insights.
  • The questions are well-structured and easy to understand.
  • The form promotes open communication and builds rapport.
  • The form provides a good foundation for the initial consultation.

By using this form, a career coach can effectively gather the necessary information to understand their clients' needs, assess their suitability for various services, and establish a strong foundation for a successful coaching relationship.

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