Executive Coaching Intake Assessment
Replace the manual intake form with a structured assessment that helps coaches understand a new client's goals, preferences, and starting point. The AI report delivers a comprehensive client profile and suggested coaching focus areas.
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Assessment dimensions
Each respondent is scored across these dimensions. The AI uses these to identify patterns and generate personalised insights.
Questions preview
All 14 questions included in this template. You can customise, reorder, or remove any question after importing.
What are the top two or three goals you want to achieve through coaching? What would success look like for you?
What is the most significant challenge you are currently facing in your role or career?
Which of the following areas do you most want to develop? (Select the most relevant)
How would you describe your natural leadership style?
How well do you understand your own strengths and blind spots as a leader?
How confident are you in your ability to give and receive direct feedback?
How would you rate your communication effectiveness across different contexts (one-on-one, team meetings, presentations)?
What is your preferred way of working with a coach?
Have you worked with a coach or mentor before?
If you have worked with a coach before, what was most valuable about the experience?
How much time per week can you realistically commit to coaching-related reflection and practice?
How open are you to receiving uncomfortable or confronting feedback during this process?
What specific metrics or outcomes would tell you that coaching has been successful?
Is there anything else your coach should know about your context, personality, or preferences before you begin?
What the AI report covers
Each respondent receives a unique, personalised report. Here is a sample of the topics the AI analyses based on this template.
Reports are generated by AI (Claude by Anthropic) and tailored to each respondent's specific answers. No two reports are the same.
Use this template
Sign up to create your first assessment. Import this template, customise it to match your methodology, and start collecting responses in minutes.