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.
A sample of what you get back, made with AI.
Your prompt
Fill in your details. Skip any you like.
Claude and ChatGPT open with your prompt already typed in. Gemini can't be filled in from a link, so its button copies your prompt: paste it into the new chat.
The prompt that gets copied
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.
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.
Step by step
- Paste the prompt and fill in your niche, offer and ideal client.
- Answer its two questions about what you most need to learn.
- Copy the questions into Google Forms, Typeform or your booking tool.
- 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.
- Made for
- Coaches
- Works in
- Claude, ChatGPT, Gemini
