Crafting a New Client Onboarding Form for Career Coaches 

Let’s delve into the essential components of a new client onboarding form tailored specifically for career coaches

1. Personal information and professional background 

Basic information

Career snapshot

Expectations and objectives

2. Vision clarification 

Goal definition

Long-term vision

Identifying obstacles

3. Communication preferences and expectations 

Preferred communication style

Feedback mechanism

Setting boundaries

4. Coaching agreement and terms of engagement 

Scope of services

Confidentiality and privacy

Terms and conditions

5. Job search and transition assistance 

Offer a section for clients to submit their resumes

Read the blog post for more questions you must include in an experienced clients’ form!