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New Client Coaching Onboarding Form

Onboard new coaching clients smoothly from day one, capturing how you’ll work together, access, and accountability in one form.

Description

The New Client Coaching Onboarding Form gives coaches a smooth way to set up a new client for success. It captures how you will mostly work together, the best ways to reach them, and how often they want check-ins, so the practical side of coaching runs seamlessly from day one.

Fields for when they are free to train, what keeps them accountable, what equipment they have access to, and anything that will help you coach them well let you tailor the whole experience. Capturing this upfront means less admin and more time spent actually coaching.

A smooth start builds a strong coaching relationship. Sign up for a free Fun Forms account to customize the fields and embed this onboarding form on your website.

Form fields

Everything the New Client Coaching Onboarding Form above collects — 12 fields across 3 pages, so you can see exactly what it captures before you make it your own.

Welcome Aboard

  • How will we mostly work together?

    Dropdown Icon
    Dropdown
  • Best ways to reach you

    Multi-Select Icon
    Multi-Select
  • How often do you want check-ins?

    Dropdown Icon
    Dropdown
  • When are you usually free to train?

    Long Answer Icon
    Long Answer
  • What keeps you most accountable?

    Dropdown Icon
    Dropdown

Your Setup

  • What do you have access to?

    Multi-Select Icon
    Multi-Select
  • Do you track anything already?

    Dropdown Icon
    Dropdown
  • Anything that'll help me coach you well?

    Long Answer Icon
    Long Answer

Your Details

  • Your name

    Name Icon
    Name
  • Email address

    Email Icon
    Email
  • Phone number

    Telephone Icon
    Telephone
  • Ready to go

    Consent Icon
    Consent
Use Template Arrow Right Icon

Template FAQs

Common questions about the New Client Coaching Onboarding Form — what it captures, when to use it, and how to make it your own.

What is a new client coaching onboarding form?

A new client coaching onboarding form is an online form used to set up a new client. It captures how you will work together, their access, and what keeps them accountable, so coaching runs smoothly and personally from the very first day.

Why ask what keeps a client accountable?

People stay consistent for different reasons, from regular check-ins to tracking or encouragement. Asking what keeps a client accountable lets you build the support that actually works for them, so they stick with the plan and get the results they came for.

Why ask what equipment a client has access to?

Knowing what a client can train with, from a full gym to a few dumbbells at home, lets you program sessions they can actually do. It ensures the plan fits their reality, so no workout relies on equipment they do not have access to.

Why ask how often clients want check-ins?

Knowing how often a client wants check-ins lets you set a support rhythm that suits them. Some thrive on frequent contact, others prefer space, so capturing this ensures the cadence keeps them engaged without feeling like too much or too little.

Why ask about their best contact methods?

Asking how a client prefers to be reached, whether by message, email, or call, makes your communication smoother and more welcome. Meeting them on their preferred channel means check-ins and support actually land, so the relationship runs well from the start.

Is the new client coaching onboarding form free?

Yes, this new client coaching onboarding form is completely free, and you can customize the fields to fit your coaching, embed it on your website, and go live with no coding required. Just create a free Fun Forms account to start onboarding clients online.