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Intro Call Intake Form Template

Are you looking for an efficient and effective way to collect and track information from potential clients? Our Intro Call Intake Form Template is the perfect solution! This template can help streamline the process of onboarding new clients, saving you and your team time.

This comprehensive intake form provides an easy-to-use interface that allows you to quickly and accurately collect key information about potential clients. With this form, you can easily track contact details, collect information about their goals and objectives, and capture any additional information that may be helpful in providing the best service possible.

Our Intro Call Intake Form Template is designed to be used by professionals from any industry. It is customizable, so you can easily adjust the template to fit your individual needs. You can also add additional questions, so you can collect the specific information you need.

Our easy-to-use interface is designed to make it easy for you to enter and track data, so you can quickly and accurately provide the best service for your clients. With this template, you can provide a seamless onboarding experience and save time in the process.

Intro Call Intake Form Template

  1. Have you ever worked with a coach before?

  2. Which area(s) of your life would you be looking to explore through coaching? (i.e. Personal Development, Career Development, Relationships, etc.)

  3. What is the main goal you'd like to work towards achieving through coaching?

  4. How much are you willing to invest towards achieving this goal?

  5. Do you have access to a learning and development budget that could cover your coaching through a company, organization, professional group, etc.?

  6. How many hours are you willing to commit per week (outside of sessions) to work towards achieving your goal?

  7. When would you be available to start a coaching engagement?

  8. How much time would you like to invest in working with a coach?

  9. How did you hear about me?

  10. If you chose "Other" for the prior question, please explain:

  11. Is there anything else you would like to share with me before we connect?

  12. Thank you for providing your answers ✨ Also, there's no need to prepare formally for our intro call :) I look forward to speaking with you soon!

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