This executive coaching and therapy client intake form is built for practices that work with professionals facing leadership pressure, high-performance stress, imposter syndrome, and work-life balance challenges. It gives clients a clear way to share essential background before the first conversation, helping practitioners begin with better context and more focused questions.
The template covers core contact details such as full name, preferred name, email address, phone number, and date of birth, along with emergency contact information when needed. It also captures professional context, including current job title, company or organization, industry, and time in role, which is especially useful when coaching or therapeutic work is closely tied to workplace demands.
A strong client intake form should feel thorough without becoming overwhelming. This template creates a practical starting point for coaches, therapists, counselors, and consultants who want a professional intake process that supports preparation, improves consistency, and makes it easier to tailor sessions to each client's personal and professional situation.
