bevdkbdf.formester.com/f/L2NlAPWC9

Executive & Life Coaching Application

A coaching application form that captures prospect goals, prior experience, package selection, and signed agreement, exported as a PDF.

Applications

About this template

This coaching application form runs on Formester's drag-and-drop form builder, so you can adapt the intake questions, package tiers, and screening logic to your coaching practice without writing code. It captures everything you need to qualify a prospect: goals, prior experience, current challenges, motivation level, package selection, and signed agreement.

Prospects fill the form on any device, choose their package, and sign with e-signature. Each submission produces a clean PDF for the prospect file, and the structured data routes to your CRM so qualified leads land directly on your calendar.

Use conditional logic to surface package-specific questions when premium tiers are selected, reveal payment plan options for higher tiers, or skip employer-sponsorship fields for individual clients. Send each prospect a calendar link with Autoresponder Email so the discovery call is booked the moment the application submits.

Running a specialized coaching practice (executive, health, sports, life)? Generate a tailored variant with the AI form generator in minutes.

How to use this coaching application form

Seven steps to a working coaching intake. Most coaches finish in under 15 minutes.

Open the template

Click Use Template. Intake questions, package selector, and signature flow load into the Formester builder.

Brand the form

Drop in your coaching practice logo, brand colors, and welcome copy so prospects feel they are with the real coach, not a generic SaaS form.

Write your screening questions

Edit the goals, challenges, and motivation prompts to match your specific niche. Health coaches ask different questions than executive coaches.

Configure package tiers

Edit the package dropdown: discovery, 3-month, 6-month, annual. Each reveals its own price and inclusion list per selection.

Apply conditional logic

Use conditional logic to surface payment plan options for premium tiers, skip employer-sponsorship for individuals, or reveal health-screening questions for wellness coaching.

Capture signed agreement

E-signature on the coaching agreement, scope, refund policy, and confidentiality terms.

Book the discovery call

Turn on Autoresponder Email with a Calendly or Cal.com link so the discovery call is booked the moment the application submits.

When to use this coaching application form

Six coaching scenarios this template handles out of the box.

Life and executive coaching intake

Prospect applies for one-on-one coaching. Form captures life goals, current challenges, prior coaching experience, and signs the engagement letter; discovery call books immediately.

Health and wellness coaching

Prospect applies for a health coach engagement. Conditional logic reveals current health markers, dietary preferences, exercise history, and any contraindications before the first session.

Business and career coaching

Founder or professional applies for business coaching. Form captures revenue stage, team size, top three challenges, and signed scope of engagement.

Sports and performance coaching

Athlete applies for performance coaching. Form captures sport, current level, training history, goals for the season, and signed liability waiver.

Group coaching cohort enrollment

Prospect applies for a cohort program. Conditional logic surfaces cohort start dates, payment plan options, and group agreement on top of the standard application.

Parent or family coaching

Parent applies for family coaching support. Form captures family structure, current challenges, prior support tried, and signed confidentiality terms.

Fields included in this template

Every detail you need to qualify a prospect. Drop the ones not applicable; the rest work on the free tier.

  • Prospect full name Short text

    Name for the prospect file.

  • Contact Email + phone

    For booking and follow-up.

  • Time zone Dropdown

    For session scheduling.

  • Top three goals Long text

    What the prospect wants from coaching, in their words.

  • Current challenges Long text

    Where the prospect is stuck and what is in the way.

  • Prior coaching or therapy experience Dropdown + long text

    Sets baseline for the engagement style.

  • Motivation level Scale 1-10

    How committed the prospect is to making change. Useful for screening.

  • Time commitment Dropdown

    How many hours per week the prospect can dedicate to the work.

  • Package selection Dropdown

    Discovery, 3-month, 6-month, annual. Each reveals its own price.

  • Payment plan Conditional section

    Reveals for premium tiers. Single payment or installments.

  • Health or accessibility considerations Long text, optional

    Anything the coach should know before the first session.

  • Coaching agreement Long text + checkbox

    Scope, confidentiality, refund policy. Prospect checks acceptance.

  • Prospect signature E-signature + date

    Final authorization.

Questions we get a lot

Coach and prospect questions about screening, booking, and package selection.

Can I screen prospects before they book a call?
Yes. The form qualifies prospects before your calendar fills with discovery calls. Use conditional logic to surface deeper screening when the prospect indicates serious intent.
Can the discovery call book automatically?
Yes. Turn on Autoresponder Email with a Calendly or Cal.com link in the body. The link surfaces only for qualified prospects via conditional logic.
Can I customize for my coaching niche?
Yes. Replace the placeholder goal and challenge prompts with the questions specific to your practice. Health, executive, sports, and family coaches all ask different things.
Can I sync prospects to my CRM?
Yes. Push submissions to HubSpot, Pipedrive, ActiveCampaign, or any CRM via Zapier or webhooks.
Can I take payment in the form?
Yes. Connect Stripe or PayPal to take the deposit or full engagement fee. Recurring engagements support installment plans through Stripe subscriptions.
Where are prospect records stored?
Every submission saves to your dashboard with a PDF copy. Filter by name, package, or application date, and export the archive for your CRM.