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Coaching Client Onboarding Questionnaire Template

Welcome to the Coaching Client Onboarding Questionnaire Template! As a coach, you understand the importance of getting to know your client on a deeper level and understanding their needs. This questionnaire is designed to get to the root of what your client is looking for and to ensure that you have all the necessary information to help them reach their goals.


This template is designed to help coaches create a comprehensive assessment of their client's goals, challenges, and expectations. It covers a wide range of topics, from their current situation to their desired outcomes. It also allows for open-ended questions that allow for deeper exploration of the client's individual needs.


By using this template, coaches can ensure that they have all the necessary information to provide the best coaching experience possible. With this information, coaches can create personalized coaching plans that are tailored to the individual needs of their clients. Additionally, coaches can use this template to track progress and measure success over time.


This template is comprehensive, easy to use, and can be customized to fit the specific needs of your clients. With this template, coaches can get to know their clients in an efficient and effective manner, allowing them to provide the best possible coaching experience.

Coaching Client Onboarding Questionnaire Template

  1. What is your company and title?

  2. What does it mean to you to live a meaningful, satisfying life?

  3. What are you most proud of in your life?

  4. What has been your biggest disappointment?

  5. What is the compliment or acknowledgement you hear most often about yourself?

  6. What words describe you at your best?

  7. What words describe you when you are less than your best?

  8. Whenever my worst inner critic sits on my shoulder, what does it yell at me for?

  9. What will make this coaching relationship rewarding for you?

  10. What approaches encourage or motivate you?

  11. What approaches discourage or de-motivate you?

  12. How will you know you are receiving value from this coaching relationship?

  13. What development areas would you most like to work on? Try to get as specific as possible.

  14. What are your biggest achievements in life so far? And what are the beliefs, strengths, patterns of behavior that you are aware of that enabled those achievements?

  15. What are 3 things I should know that would help me be a great coach for you?

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