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