Know which executive coaching leads are worth an enrollment call
The intake captures the coachee's professional level, focus areas, and whether an employer is sponsoring the engagement — plus a LinkedIn link — so your enrollment calls go to people who can actually commit.
Preview your executive coaching intake
Explore 6 questions from the Executive Coaching template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified executive coaching lead should tell you
Structured one-on-one coaching for executives, managers, or individual contributors, arranged either personally or through an employer sponsoring the engagement, with a defined focus area such as leadership, communication, or career transition.
- This Coaching
- Current Professional Level Person
- Main Focus Area This
- Person Being Coached Have
- Soon Would Like Begin
- This Coaching Being Arranged
The questions your team needs answered
Every executive coaching intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this coaching for? | Distinguishes self-directed enquiries from employer or team-member referrals, which changes who should actually be on the enrollment call. |
| What is the current professional level of the person being coached? | Weighted from 10 for C-suite down to 3 for individual contributor, this answer ranks leads by seniority so higher-value engagements surface first. |
| What is the main focus area for this coaching? | Segments the lead so you can route, price, and prioritize it correctly. |
| Does the person being coached have decision-making authority to commit to this coaching engagement? | A weight of 8 for yes versus 3 for no flags whether the coachee can commit alone or whether an approver still needs to sign off. |
| How soon would you like to begin coaching? | Weighted from 10 for immediate down to 3 for just exploring, this signals how soon to schedule the enrollment call versus nurture the lead. |
| Is this coaching being arranged through an employer or organization? | Identifies employer-sponsored engagements early so they can be tagged for corporate contracting or invoicing instead of individual billing. |
How Cliont scores executive coaching leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- C-suite or senior executive
- Director or VP
- Manager or team lead
- Individual contributor
- Not sure
- Person Being Coached Have: yes
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Executive Coaching Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for executive coaching workflows
| Cliont capability | Executive Coaching application |
|---|---|
| Weighted single-choice scoring | Professional-level answers are weighted from 10 for C-suite down to 3 for individual contributor, so leads auto-rank by seniority before they reach your CRM. |
| Yes/No authority gate | The decision-making authority question is weighted 8 for yes versus 3 for no, flagging leads where you'll need to reach the actual budget holder before an enrollment call. |
| Employer-sponsorship branch | The employer-arranged yes/no question separates individually funded engagements from corporate-sponsored ones, so sponsored leads can be tagged for organizational billing. |
| Multi-select focus-area tagging | Leads selecting leadership development, communication skills, or career transition can be routed toward the coaching specialty or sibling intake — such as Career Coaching — that matches their goal. |
Example executive coaching lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Self-funded C-suite executive
A senior leader books coaching for themselves, has full authority to commit, and wants to start immediately — the intake flags this combination as top priority for a same-week enrollment call.
HR-arranged manager coaching
An HR contact submits the enquiry on behalf of a manager, marking the engagement as employer-arranged; the intake separates who is being coached from who is paying so you know whether to loop in HR before scheduling.
Coachee lacks sign-off authority
The person being coached answers that they cannot commit to the engagement on their own, which lowers the scoring weight and signals you need the actual budget holder on the enrollment call.
Individual contributor just exploring
A junior-level lead selects the lowest professional-level weighting and says they're only exploring options, which the intake scores lower than a director-level lead ready to start within a month.
Connect Cliont to your workflow
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Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More professional coaching intake templates
Executive Coaching lead-intake FAQs
How does the intake tell the difference between self-funded and employer-sponsored coaching?
One question asks who the coaching is for and a separate yes/no question asks whether it's being arranged through an employer or organization, so you can see immediately whether you're dealing with an individual buyer or a corporate sponsor.
What if the enquiry comes from an HR contact instead of the person who'll actually be coached?
The 'who is this coaching for' question captures that distinction directly, so a submission for 'an employee at my company' is treated differently from someone enquiring for themselves, and you can route it to the right contact.
Does the intake ask about budget or program pricing?
No — the catalog focuses on professional level, focus area, and decision-making authority as fit signals rather than asking for budget figures upfront.
How is the coaching focus area used to prioritize or route a lead?
Focus area is a multi-select field, so a lead selecting leadership development and strategic decision-making can be distinguished from one selecting career transition, which may be a better fit for your Career Coaching or Leadership Coaching intake instead.
What happens if the coachee doesn't have authority to commit to the engagement?
That yes/no answer carries a lower weight than a 'yes,' which pulls the lead's score down and tells you to confirm the actual decision-maker before booking an enrollment call.
Can this intake also handle coaching requests better suited to Interview Coaching or Career Coaching?
The focus-area field surfaces career-transition or career-focused enquiries so you can redirect them to your Career Coaching or Interview Coaching intake instead of running them through the executive-coaching flow.
Turn executive coaching visitors into qualified clients
Give every executive coaching visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.