Client Intake Assessment
A structured intake that does more than collect answers. It scores a new client across where they are now, how ready they are to change, and what support they need, so your first session starts from insight rather than a blank page.
What the questions look like
Real questions from the template, shown in full. You can edit every one of them.
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How happy are you with where you are in this area right now?0 - Very unhappy510 - Very happy
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How ready do you feel to make real changes?0 - Not ready510 - Completely ready
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How much time can you realistically commit each week?0 - Almost none510 - As much as needed
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How confident are you that you can reach your goal?0 - Not at all510 - Certain
An example result
Answers run 0 to 10 and convert to a score out of 100 across Current state, Readiness and Capacity. The result gives you a rounded picture of the client before session one, and flags anything that needs handling early.
Motivated and clear on the goal, but capacity scored lowest. Design the first month around small, protected weekly actions rather than big commitments.
| Primed (80-100) | Ready, willing and able. Aim high early. |
| Ready, one constraint (55-79) | Strong, with a limit to design around. |
| Foundations first (0-54) | Build readiness and confidence before pushing. |
Who it is for
For coaches and consultants onboarding new clients. Send it before the first session so you arrive prepared and the client feels understood from the start.
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Questions about this template
How is this better than a form?
A form gives you answers. This gives you a read on the person, so your first session is sharper and more personal.
Can I keep my existing questions?
Yes. Add your own and let the scoring focus on the few that predict how the work will go.
Is the data private?
Responses are captured with clear consent and stored for you to use, and they are yours to export at any time.