The 21 Forms No Coach Can Live Without

What does every great coach have in common? They all make use of tools. Specifically, an arsenal of coaching forms that allow their coaching business to look more professional, get the right information from their clients, and make the onboarding and coaching process more efficient and effective than ever.

Paperbell is all about making running your coaching business easy, so it’s no surprise that we’re a big fan of forms. They’re absolutely essential in making the business and admin side of coaching as effortless as possible.

Whether you’re a life coach, business coach, or health coach, there are so many different kinds of forms that you can (and should!) be using in your business every single day. 

No matter what your niche or need, there are different kinds of professional coaching forms to suit every coach.

How Coaching Forms Can Grow Your Business

From impressing your clients to making you a better coach, here are 3 ways the right forms can grow your coaching business.

The Benefits of Forms

1. Coaching Forms Create a Positive Client Experience

Have you ever encountered an issue with miscommunication between you and a client? Maybe you didn’t understand their goals and motivations, made assumptions based on incorrect or missing information, or took an approach to coaching that your client wasn’t a fan of.

All of these issues can be easily avoided by using the right forms. From onboarding questionnaires to feedback forms, you’ll never have to second-guess your approach again.

2. Coaching Forms Free up Your Time

Think of the time you spend doing all those important but time-consuming aspects of your business. Onboarding, client check-ins, writing emails, creating plans— these can all be improved with the right forms.

Can you think of all the things you could be doing with that extra time? You could be marketing your business, coming up with new coaching services, or just spending time doing whatever you want to do that isn’t work!

3. Coaching Forms Provide a Better Insight Into Clients

From onboarding to feedback, these crucial stages in the coaching journey provide you with essential insights into your client’s needs, feelings, and barriers. But do you ever feel like you’re struggling to get the full picture?

Unlike a coaching session or email exchange, forms provide a less-intimidating and sometimes more accurate snapshot of where your client is at and where they want (and need) to be.

21 Coaching Forms You Need to Run Your Business

Whether you’re using them for inspiration or looking for a coaching form template to create your own, check out these downloadable forms to expand your coaching toolkit.

6 Types of Forms

Coaching Intake Forms

Want to start the clientcoaching relationship off on the right foot? A great onboarding form is key. 

Check out these coaching client forms to make your first session a breeze.

  1. The Coaching Tools Company Intake Session Template Checklist

Keep things ticking along (literally) by following this easy guide to your client’s onboarding session.

  1. Happy Rubin’s Template: Coach Form For Client Intake & Follow-up Example

More of a DIY-coach? Create your own intake form with confidence, using this template guide. 

  1. Personal Coaching Information: Sample Pre Coaching Questionnaire

This example questionnaire not only provides some ideas on how to write your intake form, but gives a great insight into getting the most out of the onboarding process.

Coaching Assessment and Evaluation Forms

How do you know if what you’re doing is effective, if you’re not measuring it? That’s where coaching assessment forms come in. 

They’re essential tools to make sure both you and your client are on the same page every step of the way.

  1. Coachville Life Coaching Evaluation Form

A great reference to use when creating your own feedback and session evaluation forms for clients to fill out following their sessions.

  1. Life Coaching Professionally: Eight Life Coaching Evaluation Questions to Ask 

There’s no need to fear feedback when you’re asking the right questions. Not to mention, this template may just help you get the positive testimonials you’ve been looking for.

  1. The Coaching Tools Company Wrap-Up Session Questions

End each session on a good note with this follow-up form for clients. The perfect accompaniment to the post-session email!

Coaching Business Admin Forms

Often boring but always essential, admin is an unavoidable aspect of being a kick-butt coach. From legal forms to business trackers, these are a must-have for any coach.

  1. Wonder Legal’s Coaching Client Agreement

When it comes to a client agreement that clearly defines your legal obligations, who better to trust than an actual law firm? Trust us: you’ll want to bookmark this one.

  1. Active Campaign Freelance Business Resources

Odds are, you’re going it alone with your coaching business. This free template download includes checklists and templates for invoicing, meetings, client follow-ups, and more.

  1. Coaches’ Coach Business Forms and Templates

Profit Equation worksheets, due diligence checklists, marketing budget calculator— whether you’re a business coach or not, this bundle has everything you need.

Life Coaching Forms

Are you a life coach? Stand out from the crowd with some easy-to-use and totally effective forms and templates to implement right now. 

From free life coaching intake forms to session checklists, these forms will help keep your business ticking like no other.

  1. The Counselor’s Coach Life Coaching Consent Forms Packet 

Client consent can be a tricky area to navigate. These forms can be modified to include your branding and also includes a liability agreement statement.

  1. Growth Lab: How to Structure a Coaching Contract Clients Can’t Wait to Sign 

Contracts are important. Make sure yours hits the mark with this super handy template from Growth Lab.

  1. BeMeBetter Life Coaching Forms Bundle

This totally free pack provides a great example for wording your own forms, including coaching logistics to manage client expectations.

Health, Nutrition and Wellness Coaching Forms

Food diaries, macro calculators, mindset techniques— there are a ton of different forms that health coaches use (and need!) to deliver an epic service for their clients

Here are just a few to get you started!

  1. Precision Nutrition Client Assessment Forms

A super detailed template to learn everything you need to know about your client’s health, history, and goals.

  1. Inspird Nutrition Client forms

Use these examples to create your own nutrition client questionnaires and consent forms.

  1. National Wellness Institute Wellness Tools

These forms are sure to address any wellness goal your clients may have in the most fun and creative way possible.

Business Coaching Forms

It’s business time, and that means paperwork. Don’t worry, this is the fun kind.

Ditch the outdated spreadsheets for these sleek tools, designed to help both you and your clients level up your businesses.

  1. Business Coach Feedback Form Template

A feedback form designed with business coaches in mind,

  1. Better Proposals Free Business Coaching Proposal Template

Digital, interactive, free— what’s not to love?

  1. Paramount Business Coach Templates

Want to equip your clients with some epic tools? This extensive assortment should have you covered.

Relationship Coaching Forms

Love is in the air, and not just for your clients! You’ll fall head over heels for these forms— so much so that you may just wonder how you ever lived without them. If that isn’t a love story for the ages, then what is?

  1. Coachville’s 101 Relationship Questions

Let this couple questionnaire guide your client sessions and create some serious change.

  1. A Better Love: Marriage, Couples and Relationship Forms

Interested in implementing a relationship vision questionnaire into your coaching practice? This is the right place to start. 

  1. The Balanced Life Couples Counseling Intake Form

Not sure where to start? Start right here with this example intake form for couples.

5 Tips to Effectively Use Coaching Forms

When it comes to coaching tools, the “how” is just as important as the “what”.

In fact, using forms the wrong way could end up having the opposite effect on your clients.

Want to make the most of forms? It’s not just about which ones you use, but how you use them.

5 Amazing Tips to Effectively Use Coaching Forms

1. Use Forms to Eliminate Common Issues

It’s easy to get caught up in shiny new things, especially when it comes to beautifully formatted PDF coaching templates (don’t they just trigger your inner stationery addict?). But you need to make sure that the forms you’re using are the right ones for you.

The best way to do this is to make sure the forms you’re implementing are addressing a need in your coaching practice. 

Whatever issues you’re experiencing, make sure your coaching forms are tailored to address and eliminate them, so they don’t put a damper on your coaching flow.

2. Give Your Client a Heads Up

“This form took me a whole hour to fill out!”

The golden rule of forms is to always give your client an idea of how much time they should set aside to fill out the form. That way, they can be prepared rather than feeling totally bogged down.

3. More Isn’t Always Better

To further avoid client confusion, make sure each form has a clear purpose. In other words, don’t combine everything you need to know into one form.

Don’t overload forms with unnecessary information, and make sure to keep separate documents for entirely separate purposes— for instance, don’t combine payment records with onboarding questionnaires.

4. Don’t Forget the Branding

Now for the fun part: design! Even if you’re using a template, make sure to put your personal touch on it. It’s your business (and branding), and you want to feel like you’re taking ownership of everything that comes from your coaching business.

5. Ditch the Paper and Go Digital 

Printing stuff out is so last year. Make things easier for yourself and the planet by opting for digital forms. This could mean a live link to an interactive form, or a fillable PDF that clients can complete on their computer or even phone.

Better yet, Paperbell includes intake forms, so you can make your coaching process even more streamlined. 

Go Forth and Coach

Now that you’ve bookmarked or downloaded the perfect forms for your coaching business, you can rest easy knowing you’ve got the right tools to succeed— and a lot more time on your hands! Check out our integrated software for more options on expanding your coaching toolkit, including digital contracts and client management. 

coaching forms
By Team Paperbell
April 6, 2021

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