Agencies Template
Coaching Client Intake email template
A free coaching client intake email template that recipients fill right inside Gmail, no links, no new tabs. 7 fields · about 3 min to complete.
Preview the form
This is exactly what recipients see, and fill, inside their inbox.
Coaching Client Intake
A few questions so I can prepare for our first session.
Full name*text
Your answer
Email*email
name@example.com
What are your main goals?*textarea
Your answer…
What’s your biggest challenge right now?textarea
Your answer…
How would you rate your current progress?choice
12345
Preferred session timedropdown
Mornings▾
I agree to the coaching terms*checkbox
✓I agree to the coaching agreement
Delivered as a multipart email
text/x-amp-html · interactive form (Gmail · Yahoo)text/html · fallbacktext/plain
Preview: fields are read-only. Customize everything in the builder.
Why send your coaching client intake with Formailo?
Get coaching clients to complete intake before the first session; track who hasn’t. Because the form lives inside the email, recipients complete it in seconds, and you see exactly who responded, who opened it, and who hasn’t, then remind only the non-responders in one click.
Send your coaching client intake in minutes.
Use this templateNo credit card required · Free forever plan available