Coaching Forms

Coaching forms are specialized digital tools designed to streamline the coaching process across various fields, including life coaching, executive coaching, sports coaching, academic mentoring, and wellness guidance. These forms are used to collect essential information from clients, track progress, set goals, schedule sessions, gather feedback, and document action plans. Whether you’re onboarding new clients, conducting regular check-ins, or evaluating outcomes, coaching forms help coaches maintain organized records and foster more productive, personalized coaching relationships. Typical use cases include intake forms, goal-setting worksheets, session feedback forms, progress tracking sheets, and accountability checklists.

With Jotform, creating and managing coaching forms becomes effortless and highly customizable. Jotform’s no-code Form Builder allows coaches to design forms tailored to their unique methodologies and client needs, using a simple drag-and-drop interface. You can add or modify fields, integrate with payment gateways for session fees, automate notifications, and securely store all submissions in one place. Jotform’s extensive template library and advanced features—such as conditional logic and real-time data management—enable coaches to save time, enhance client engagement, and focus more on delivering impactful coaching experiences.

Use Cases of Coaching Forms

Coaching forms can be adapted to a variety of coaching styles and client needs. They support coaches by organizing information, streamlining communication, and guiding client progress.

Common Use Cases:

• Client Intake Forms: Collect background information, expectations, and consent before starting sessions.
• Goal-Setting Forms: Help clients define clear, measurable objectives and outline steps to achieve them.
• Session Feedback Forms: Gather reflections and insights after each session to improve future interactions.
• Progress Tracking Sheets: Monitor achievements and challenges across multiple sessions.
• Accountability Checklists: Encourage clients to stay committed to their action items between meetings.
• Pre-Session Questionnaires: Prepare clients and coaches for productive sessions by identifying focus areas in advance.
• Post-Program Evaluation Forms: Evaluate coaching effectiveness and gather testimonials or improvement ideas.

Problems Coaching Forms Help Solve:

• Centralize all client data for easy reference and documentation.
• Standardize your coaching process with structured, repeatable workflows.
• Improve communication and transparency between you and your clients.
• Save time by automating repetitive admin tasks like session planning and follow-up.
• Encourage client engagement and self-reflection with interactive forms.

Who Uses Coaching Forms:

• Professional Coaches — life, executive, business, wellness, academic, and sports coaches
• HR Teams — offering internal coaching programs for employees
• Mentors & Tutors — working in academic or developmental settings
• Coaching Agencies & Organizations — managing multiple clients and coaches

How Forms Differ by Type:

• Intake Forms are typically longer, with detailed questions and legal agreements.
• Feedback Forms are short and focused, often using rating scales and open-ended prompts.
• Goal-Setting Forms include timelines, progress bars, and SMART goal templates.
• Progress Trackers may include tables, checkboxes, or status updates to mark milestones.
• Accountability Forms emphasize to-do lists and time-bound commitments.

Coaching forms are flexible, functional tools that help you run a more organized, data-informed, and results-driven coaching practice—no matter your coaching style or industry.

How to Create a Coaching Form

Creating a coaching form with Jotform is a simple and customizable process. Whether you need an intake form, goal-setting worksheet, or session feedback survey, follow these steps to build a form that fits your coaching workflow:

Define Your Coaching Objective:

• Identify the purpose of your form (e.g., intake, goal-setting, feedback, progress tracking).
• Consider the information you need to collect to support your coaching process.

Start Building Your Form:

• Log in to your Jotform account and click “Create” on your My Workspace page.
• Choose “Form” and decide whether to start from scratch or use one of Jotform’s templates. For coaching, you might find templates for intake, feedback, or goal-setting forms.

Select the Layout:

• Choose between Classic Form (all questions on one page) or Card Form (one question per page).
• Use Classic Forms for comprehensive forms like intake questionnaires, and Card Forms for quick check-ins.

Add Essential Form Elements:

• Use the “Add Element” menu to drag and drop fields such as:
• Name, email, and contact information
• Multiple choice or dropdowns for session preferences
• Long text fields for goals, challenges, or feedback
• Date pickers for scheduling sessions
• Rating scales or checkboxes for tracking progress
• File upload fields for sharing documents or assignments

Customize for Your Use Case:

• Intake forms: Include background questions, coaching goals, and consent fields.
• Goal-setting forms: Add fields for SMART goals, timelines, and action steps.
• Feedback forms: Use open-ended questions and rating scales for session insights.
• Progress trackers: Include milestone checklists and space for notes or reflections.

Personalize the Design:

• Click the Paint Roller icon to open the Form Designer.
• Adjust fonts, colors, and layout to match your coaching brand.
• Add your logo and customize the form URL for a polished, professional appearance.

Set Up Notifications and Automations:

• Use the Settings tab to configure email notifications for new submissions.
• Set up autoresponder emails to acknowledge client submissions.
• Use conditional logic to show or hide questions based on responses.

Publish and Share:

• Click “Publish” to get your form link.
• Share it via email, social media, or embed it directly on your website.

Test and Manage Submissions:

• Preview and test your form before sending it to clients.
• Monitor submissions in Jotform Tables, filter by client or session, and export data if needed.

By following these steps, you’ll create coaching forms that are practical, personalized, and aligned with your coaching goals. Jotform’s tools make it easy to enhance your client experience and streamline your workflow.