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Leadership Coaching Discovery Call Form Template

Are you a leadership coach looking for a way to streamline your client onboarding process? The Leadership Coaching Discovery Call Form Template can help you get to know your clients quickly and easily.


This template provides a great starting point for new clients and helps you to gain a better understanding of each individual's goals, needs, and expectations. With this form, you can easily ask the right questions and get the insights you need to develop a successful coaching plan.


The Leadership Coaching Discovery Call Form Template is designed to help you determine the best way to help your clients. By gathering information on their current situation, vision, and leadership style, you can build a customized plan that meets their needs.


The form includes questions about their experience, goals, and objectives, as well as questions about their current or previous leadership roles and successes. You can also ask questions about their values, strengths and weaknesses, and the challenges they are facing.

Leadership Coaching Discovery Call Form Template

  1. What's your Name?

  2. What's your email?

  3. What best describes you?

  4. How long have you been in that role?

  5. What industry/field are you in?

  6. If you've struggled with clarity, priorities or decision-making, tell me a little about the challenges you've encountered

  7. How would a clearer Vision (professional and personal) help you most right now?

  8. Why do you think you would be a good fit for Leadership Coaching?

  9. On a scale of 0-10, how ready, willing and able are you to invest in yourself in terms of time, energy and resources?

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