The client onboarding form template all relationship coaches need 

Whether you're a seasoned relationship coach or just starting your practice, one essential tool you should have in your toolkit is a well-designed client onboarding form

Here’s a sneak peek into a comprehensive client onboarding form template!

Full Name

Q1. Personal Information: 

Date of Birth

Contact Information

Q.2 What are your primary goals or reasons for seeking relationship coaching?

Q.3 When are you available for coaching sessions? 

Q.4. Are there specific confidentiality concerns or boundaries you'd like to discuss or establish? 

We’ve got a lot of more questions for your onboarding form! Read the blog post and get them all. PLUS, a walkthrough of the entire client onboarding process!