This academic coaching client intake form is built for coaches who work with graduate students on research, writing, time management, and degree completion. It collects the essential context before coaching begins, including contact details, institution and program information, degree type, year in the program, and the student's current research or dissertation stage.
The template also helps surface the issues that often shape an effective coaching plan. Students can share their expected completion timeline, how they feel about their progress, and the biggest challenge they are facing right now, whether that is writing blocks, stalled research momentum, advisor friction, or trouble managing competing responsibilities.
Because the questions are structured around graduate-school milestones, responses are easier to review and act on than a generic client intake form. Coaches can use the form to prepare for discovery calls, spot urgency early, and tailor support to each student's academic situation and completion goals.
