Coaching intake forms
The start of a coaching relationship sets the tone. Yet intake is often an improvised mix of email attachments, shared documents and questions asked again in the first session. Exantur gives new clients a professional, structured intake from the first click.
It is part of Exantur, coaching practice management software built for the practice of professional coaching, not adapted from a generic project management tool.
By Martijn Mauritz, Founder & Coach at Exantur
A professional first impression
When you invite a coachee, they are guided through an intake that reflects the quality of the coaching that follows, no attachments to download, no forms lost in an inbox. The client completes it in their own portal, and you have what you need before the first conversation.
Custom forms for your practice
Build the intake around how you actually work. Ask the questions that matter for your approach, from goals and context to consent and background, and reuse the same form for every new client or tailor it per program.
Answers where you need them
Intake responses are attached to the client record, not buried in a separate tool. When you open a client, their intake sits alongside their program, goals and notes, part of the same organized history.
Beyond intake: assignable worksheets and signatures
The same builder that shapes an intake also builds worksheets you assign to a client. Compose a form from blocks, headings, text, number fields, media and a signature field, and send it to a coachee to complete in their portal. Because a signature can be part of the form, a consent statement or coaching agreement can be signed off at intake rather than chased over email, and everything comes back attached to the client record.
Frequently asked questions
- Can I build my own intake questions?
- Yes. Forms are configurable, so you can ask exactly what your practice needs and reuse them across clients.
- Can I assign worksheets too?
- Yes. The same block-based builder, headings, text, number, media and signature fields, builds worksheets you assign to a client to complete in their portal, not just the intake.
- Can a form be signed?
- Yes. A signature field can be part of a form, so a consent statement or agreement is signed off at intake rather than chased by email. Full e-signature contracts are also available as an add-on.
- How do clients complete the intake?
- Through their own portal, after you invite them, so nothing is emailed back and forth.
- Where do the answers go?
- Responses are stored against the client record, alongside their programs, goals and notes.
- Is client data handled securely?
- Yes. Data is EU-hosted, encrypted, and isolated per organization with row-level security.
Onboard clients professionally
See how a structured intake starts the relationship right, request a demo.