Individual Coaching Intake

Purpose: clarity, motivation, self-awareness, and forward motion

Name

Role or Title

Organization (if applicable)

Years of Experience

Section 1: Your Coaching Intent

What prompted you to reach out? (What’s happening, or not happening, that made this feel timely?)

What do you hope to get out of working together? If this is successful, what will be different for you 6–12 months from now?

How will you personally know this partnership was worth the investment?

How satisfied are you with your work right now? Scale of 1–10 1 = Miserable | 10 = I’m doing my life’s work

What most influenced this number?

What aspects of your work energize you the most? (Tasks, environments, people, problems, pace, level of ambiguity, etc.)

What aspects of your work drain or frustrate you? Why do you think these affect you so strongly?

What have you done in the last 6 months that you’re genuinely proud of? (Personally and/or professionally—and why these matter to you.)

What activities give you a strong sense of meaning or “flow”? What do these say about how you’re wired?

What do you believe you contribute that is truly distinctive or underutilized?

Think of two people you admire or feel inspired by. What specifically inspires you about each? What about them challenges or irritates you?

If time, money and risk were not constraints, what would you pursue? (Roles, projects, impact, lifestyle—be specific.)

How do you currently think about the next 3–5 years of your career? What feels clear? What feels foggy?

When you feel stuck or second-guess yourself, what typically causes it?

What helps you return to action when momentum drops? (What should I say or remind you of in those moments?)

What personal outcome are you hoping for from our work, beyond career goals? (Confidence, clarity, peace, courage, boundaries, energy, etc.)

Is there anything about your background, values, or current season of life that would be helpful for me to know?

Are there any topics, dynamics, or approaches you want to avoid, or lean into?

Myers-Briggs (MBTI)

CliftonStrengths

Enneagram

Working Genius

Other (DISC, BRV, Hogan, etc.):