Use case
Coaching client intake forms with AI session briefs
Collect coaching goals, personal context, and habits before sessions and generate AI summaries to guide conversations—so coaches spend less time decoding long emails and more time coaching.
Coaches drown in narrative before the first session
Coaches often receive open-ended applications or long emails from prospective clients. Important signals—motivation, obstacles, accountability preferences—may be buried in story. Without structure, prep becomes a close read of every paragraph, and multi-coach practices struggle to align on what the client actually wants to change.
- Goals may be stated vaguely until unpacked in session—delaying accountability design.
- Risk or wellbeing cues can be subtle in prose and easy to skim past.
- Supervisors covering another coach need readable context quickly.
- Repeat intakes across programs lack comparability when questions drift.
Structured intake plus optional summaries helps coaches prioritize themes before minute one—without replacing empathy or ethics.
How FormGenyus supports coaching practices
Forms capture structured information about goals, obstacles, habits, motivations, and boundaries for coaching. You can align prompts to your methodology—executive, career, health-adjacent, or team coaching—while preserving narrative space. AI summaries can highlight patterns for internal prep; ethical review and consent stay with your practice.
- Personal and professional goals with measurable indicators where appropriate.
- Current obstacles: time, stakeholders, mindset, or environment.
- Habits and routines the client wants to change.
- Motivation drivers and past attempts that worked or failed.
- Logistics: session cadence, confidentiality preferences, and success measures.
Typical coaching intake sections
- Personal and professional goals (short and long term).
- Challenges and recurring patterns the client notices.
- Current habits: sleep, workload, health behaviors as relevant.
- Motivation and accountability preferences.
- Desired outcomes for the first 90 days.
Example: from raw response to AI summary
FormGenyus can highlight themes from long client answers—helpful for prep and handoffs. This is an illustrative example.
Raw response
I want to improve my productivity and stop procrastinating. I know what to do but I freeze when my calendar is packed.
Executive brief
- Client seeks productivity improvement with procrastination as primary behavior pattern.
- Key signals: avoidance under high load; possible calendar overwhelm vs motivation deficit.
- Implication: session work may combine prioritization systems with stress response.
Recommended next steps
Goal-setting session with concrete weekly commitments and review of calendar design.
Workflow benefits for coaches
- Faster session prep with a consistent snapshot across clients.
- Better coverage when another coach steps in.
- Clearer marketing-to-delivery alignment when intake mirrors your program promise.
- Less administrative time converting free-text applications into internal notes.
Related templates
Start from a professional template, then customize fields and branding in your workspace.
FAQ
- Is this appropriate for licensed therapy?
- Coaching and therapy differ by scope and regulation. Use prompts and summaries consistent with your credentials, supervision, and local rules.
- Can clients answer on mobile?
- Yes—public forms work on modern mobile browsers.
Ready to try FormGenyus?
Start from a template or create a form in your workspace.