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Coaches: Onboarding questionnaire

Use this form as the first step in your client onboarding to set up clear communication and expectations.

This form asks for this information:

  • Best contact info
  • Preferred communication
  • Goals and expectations
  • Context and history
  • Working style and preferences
  • Other team member contact
  • Confidentiatlity
  • Personal development plan
  • Long term vision

This form uses these blocks:

  • Multiple choice
  • Text area
  • Text input
  • Page break

This form could be embedded into your agreement. Read more or watch more about agreements.