5 Coaching Forms Every Relationship Coach Needs to Run an Engagement 

The client intake form is the first step in any coaching engagement. It serves as a foundation for understanding your client's background, expectations, and specific concerns.

Client intake form 

An informed consent and confidentiality agreement clarifies the roles and responsibilities of both parties.

Informed consent & confidentiality agreement 

A powerful tool for evaluating the strengths and areas of improvement within your clients' relationship, to be filled out individually by each partner.

Relationship assessment questionnaire 

This should include specific goals, actionable steps, a timeline, and the resources needed.

Goal setting and action plan 

This documents each coaching session's key takeaways and provides feedback, vital for ongoing development and improvement.

Session summary & feedback 

To learn how to create your own relationship coaching forms, read our blog post!