Coaching Intake Form Step 1 of 7: First, the basics What is your full name? Where are you based? What's the name of your company? What is your position at the company? Next Coaching Intake Form Step 2 of 7: Your business What is the problem your business exists to solve? How will / does it go about solving this problem? BackNext Coaching Intake Form Step 3 of 7: Talking about your business What motivated you to start your business? How effective do you feel you currently are at communicating this to other people, such as to potential investors, potential customers or the public? What are some of the challenges you experience? Are there other companies around that do something similar? How do you feel you are different from them? How effective do you feel you currently are at communicating this difference to other people, such as potential investors, potential customers or the public? What are some of the challenges you experience? How would making improvements in your communication help you and your company? BackNext Coaching Intake Form Step 4 of 7: Making inroads What are you hoping to get out of coaching? Try to list at least two goals. How will you know when you have achieved those goals? With specific reference to your company and your vision for it, in an ideal world, what would you like your life to look like in a year’s time? What would an ideal day look like? Are there any big decisions you are trying to make, or challenges you are trying to overcome at the moment? What are they? List some of the reasons you are gravitating towards, and away from, each decision or course of action. BackNext Coaching Intake Form Step 5 of 7: Feelings and emotions In the last few weeks, what would you say have been your primary emotions? What emotions would you like to feel more of over the next few months? What would you like to feel less of? What are your current strategies (if any) to help you towards those goals? In what ways does the climate emergency affect you? How do you engage with this crisis, and in what ways do you turn away from it? BackNext Coaching Intake Form Step 6 of 7: Personal effectiveness and satisfaction At the moment, how do you spend a typical day? Write down the amount of time you spend on each activity, and also the amount of time you think you should be spending time on it. You can also mention those activities that you currently aren’t doing but believe you ought to be. Right now, how satisfied are you with how you’re doing with starting and growing your business? 012345678910 Right now, how satisfied are you with your business’ investment potential? 012345678910 Right now, how satisfied are you with your business’ scope to bring about meaningful change? 012345678910 Right now, how satisfied are you with how much money you’re making, personally? 012345678910 Right now, how satisfied are you with the amount of free time you have? 012345678910 Right now, how satisfied are you with the number of clients / customers you have? (If not relevant, select any number) 012345678910 Right now, how satisfied are you with your family and social relationships? 012345678910 Right now, how satisfied are you with your living situation? 012345678910 Right now, how satisfied are you with your physical and mental health? 012345678910 Right now, how satisfied are you with how engaged / interested you are in your day to day work? 012345678910 Right now, how satisfied are you with the amount of meaning you get from what you do? 012345678910 Right now, how satisfied are you with the state of the world in general? 012345678910 If you could improve just three of these things, which would you choose? What score would you like to see? What changes would you need to see / make in order to improve those satisfaction scores? What resources are available to you (e.g. skills, material, social) to help you towards your goals? What things are holding you back? BackNext Coaching Intake Form Step 7 of 7: Your coaching journey Have you had coaching before? NoYes If yes, how helpful did you find it? Why? Coaching is only effective when you are willing to invest time and energy into your goals. At the moment, how many hours a week (realistically) do you have to commit to working towards your goals? What do you think some of the potential distractions / pitfalls might be? What steps can you take to minimise the chances of these holding you back? Back
