# Get an intake form that does half your first session's work

> Session one starts where your client really is, because the form already asked what they've tried.

Describe your niche and offer. You get a short, warm intake form in four parts, plus a private guide to what each answer tells you and what to ask about it in session.

- Page: https://thesolocreators.com/prompts/intake-form-that-preps-first-session/
- Category: Wow your clients
- Made for: Coaches
- Works in: Claude, ChatGPT, Gemini
- Time: About 15 minutes
- Effort: Just copy and paste

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
You're an experienced intake designer for coaches. I'm a [YOUR NICHE, e.g. career change coach] and my offer is [YOUR OFFER, e.g. 12-week career pivot program]. My ideal client is [YOUR IDEAL CLIENT, e.g. mid-career managers feeling stuck]. Before you write anything, ask me two questions about what I most need to learn before our first session. Then build an intake form with 10 to 14 questions in four parts: where they are now, what they want, what they've already tried, and what might get in the way. Mix quick multiple-choice questions with a few open ones, in plain, warm language a client can finish in under 15 minutes. After the form, add a private coach's guide: for each question, one line on what the answer tells me and one follow-up I could ask in session. Flag any question that might feel too personal and offer a gentler version.
```

## Step by step

1. Paste the prompt and fill in your niche, offer and ideal client.
2. Answer its two questions about what you most need to learn.
3. Copy the questions into Google Forms, Typeform or your booking tool.
4. Keep the private guide open when you read each new client's answers.

## What you'll get

A 10 to 14 question intake form in four parts, plus a private coach's guide with what each answer means and a follow-up question for each.

## Good to know

**Which AI tools does this work in?** It works in Claude, ChatGPT and Gemini. On this page, Claude and ChatGPT open with your prompt already typed in. No paid plan is noted for this one.

**How long does it take?** About 15 minutes. It's rated "Just copy and paste". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 3 blanks: your niche, your offer and your ideal client. You can skip any, and your AI will ask for them.

**What will I get back?** A 10 to 14 question intake form in four parts, plus a private coach's guide with what each answer means and a follow-up question for each.

Idea spotted on the web, shared by Don Markland (Noomii): https://orgs.noomii.com/claude-prompts-to-help-life-coaches-scale/. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: Website Audit (An evidence-cited, branded audit of any site, ready to hand a client); Slide Deck Designer (A blog post or an idea into a beautiful, on-brand deck. No Canva, no Gamma, no designer).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.