Essential elements of a new client onboarding form for relationship coaches
An effective onboarding process sets the tone for a positive coaching experience and helps you understand clients on a deeper level.
Let’s look at what should go into an onboarding form for relationship coaches
Full name
1. Contact information
Email address
Phone number
Preferred method of contact
2. Background and history
Relationship status (single, in a relationship, married, etc.)
Brief relationship history, including significant milestones and challenges
Previous experiences with relationship coaching or counseling, if any
3. Current relationship challenges
Identify specific challenges or issues the client is currently facing in their relationships
Clarify the client's expectations for resolving these challenges through coaching
Read the blog post for 7 more form elements and plenty more questions... plus a guide on how to execute a new client onboarding form!
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