Coaching intake form vs request form: what belongs where
The difference between a public coaching request form and a deeper intake form, with examples of what to ask before and after fit is confirmed.
Request form
Goal
Experience
Preferred times
Inbox triage
Next step
Move approved requests into Calendar after the coach confirms fit.
The request form starts the conversation
A public request form should collect just enough context to decide the next step. A full intake form belongs after fit, expectations, and privacy are clearer.
Request form questions
- Name and email.
- Goal or problem.
- Service interest.
- Timing.
- Short context note.
Request form examples
Good request question
What would you like help with right now?
This is broad enough for the prospect to answer quickly and useful enough for the coach to understand the starting point.
Good request question
Is there a deadline, event, role change, or season involved?
This gives timing context without requiring the full intake history.
Intake form questions
- Detailed history.
- Constraints and risks.
- Current schedule.
- Deeper goals.
- Consent or policies when relevant.
Intake belongs after trust
A deeper intake form may ask about training history, health constraints, work context, goals, consent, or policies. Those questions are easier to answer after the coach has explained why they matter and confirmed the relationship is appropriate.
Common mistake
The common mistake is putting the full intake form on the public website. That can feel invasive, reduce requests, and collect sensitive context before the coach knows whether they should work with the person.
How Coloseos helps
Coloseos handles public requests, first replies, scheduling follow-up, and the ongoing client record in Athletes. Coaches can still keep deeper intake paperwork in the tools they already use.