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!