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First Coaching Call Questionnaire Template

Are you looking to make the most of your client's first coaching call? Look no further than this First Coaching Call Questionnaire Template!


This template is designed to help you make the most of the time you have with your client. It encourages self-reflection and helps you get to the heart of your client's needs. It allows you to gain clarity on what your client wants to achieve and measure the progress they have made.


This template covers essential elements of a successful coaching call such as exploring the client's goals, challenges, strengths and weaknesses. It also includes questions to identify the client's motivation and the scope of the work that needs to be done. This allows you to create a plan of action and guide the client towards their desired outcome.


Overall, this First Coaching Call Questionnaire Template helps you make the most of the time you have with your client. It will save you time and effort and provide you with the information you need to create the perfect plan of action. With this template, you can ensure that the first coaching call is a success.

First Coaching Call Questionnaire Template

  1. DOB:

  2. Home address:

  3. How well do you feel you are acting like your true self vs. pretending to be someone you’re not? 1-10 (10 being I'm completely myself)

  4. How would you get that to a 10?

  5. What actions must you take in order for that to happen?

  6. On a scale of 1-10 how would you rate your Confidence in Life & Business at the moment?

  7. How would you get that to a 10?

  8. What actions must you take in order for that to happen?

  9. How satisfied are you with the contribution and value that you give society and those around you right now? (from 1-10)

  10. How would we get that to a 10?

  11. What actions must you take in order for that to happen?

  12. What's the next immediate goal you're working towards in your life and/or business?* Be specific. How will you know you've achieved this goal

  13. What are your most dominant thoughts about yourself and the world?

  14. In what ways do you self-sabotage your own success? This helps me know your patterns and behaviours that we can re-condition and move through as we hit new levels of success, abundance, influence and wealth in our business and life. To regulate our nervous systems at these new levels.

  15. If you were personally struggling with something (mentally or emotionally), in what ways would I know to look out for you? Are there any tell-tale signs, patterns or behaviours I should know or be aware of? This helps me and my team support and coach you. You don't ever have to struggle solo again. We're in this together.

  16. When you're going through "stuff", how would you best like support during that time? Life happens. Shit hits the fan. Things go wrong. We lose people. We aren't always prepared for the curveballs life throws at us. I want to know how best to support you during that time.

  17. Where do you wish to be in 90 days from today?

  18. What major challenges are you facing right now and what is the impact of this?

  19. What areas are you wanting the most support on right now? Please put in priority order. 1 - 2 - 3 –

  20. Based on the answers above, what are the biggest problems you need to solve in the next 3 months?

  21. What specifically would you like from me that I could give you to help you get to your goal?

  22. How do you feel completing this questionnaire?

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