# Coaching Intake with PDF Summary Template

> Coaching Intake with PDF Summary template for WordPress with 7 fields. One-click install with FormForge Pro plugin. Comprehensive intake that generates a PDF...

- Canonical: <https://royalplugins.com/formforge/templates/coaching-intake-pdf/>
- Last updated: 2026-03-15
- HTML version: <https://royalplugins.com/formforge/templates/coaching-intake-pdf/>

---

Business
7 fields
Coaching & Consulting

Comprehensive intake that generates a PDF profile for the coach.

### Personal Information

Full Name \*

Email \*

Phone

### Goals & Expectations

Primary goals for coaching \*

Biggest current challenges \*

Your greatest strengths

Preferred session frequency Select...WeeklyBi-weeklyMonthly

## Form Fields

| Field | Type | Required |
| --- | --- | --- |
| Full Name | Text | Required |
| Email | Email | Required |
| Phone | Tel | Optional |
| Primary goals for coaching | Textarea | Required |
| Biggest current challenges | Textarea | Required |
| Your greatest strengths | Textarea | Optional |
| Preferred session frequency | Select | Optional |

## What’s Included with Business

Everything in Pro, plus:

PDF Generation & Templates

Quiz & Assessment Mode

Advanced Surveys (NPS, Likert)

Conversational Forms

Calculator Fields

Advanced Conditional Logic

1 Year Updates & Support

## Related Templates

Event/Workshop Name \*

Event Date \*

Overall Rating \*

★★★★★

Workshop pace was:

Too slow Just right Too fast

Most valuable aspect? \*

What will you apply?

Would you recommend this workshop? \*

Definitely Probably Maybe No

Suggestions for future workshops?

Business
8 fields

### Workshop/Retreat Evaluation

Post-event evaluation for coaching workshops and retreats.

[View Template](https://royalplugins.com/formforge/templates/workshop-evaluation/)

### Contact Information

Full Name \*

Phone Number \*

Email Address \*

### Business Information

Current Annual Revenue

Target Annual Revenue

Why are you not hitting your target revenue yet? \*

### Motivation

Who or what influenced you to apply for coaching?

What does your ideal success look like in 12 months? \*

Why are you the ideal candidate for this program? \*

Pro
9 fields

### Coaching Application

Qualify coaching applicants with business details and motivation questions.

[View Template](https://royalplugins.com/formforge/templates/coaching-application/)

Your Name \*

### Define Your SMART Goal

What is your goal? Be specific. \*

How will you measure success? \*

What steps will you take? \*

Why is this goal important? \*

Target completion date \*

### Action Plan

Break your goal into 3-5 milestones \*

Potential obstacles

Business
8 fields

### Goal Setting Worksheet

Interactive goal-setting form with SMART framework.

[View Template](https://royalplugins.com/formforge/templates/coaching-goal-setting/)

## Use This Template

Get FormForge Business and start building with the Coaching Intake with PDF Summary template today.

[Get FormForge Business](https://my.royalplugins.com/checkout/?add-to-cart=247)