Collects goals and background before the first session. This system sends new clients a structured intake questionnaire that gathers their current situation, specific goals, biggest obstacles, and any background context you need to coach them effectively.
Coaches who arrive to the first session with this information can skip the generic discovery phase and jump straight into meaningful work. Clients feel heard from the start, and sessions are more productive from day one.
From trigger to result, here is the flow at a glance.
Client Onboards
New client begins your program
AI Builds Questions
Gathers goals, obstacles, and background needed
Send Intake Form
Collects answers before the first session
Productive Sessions
Skip discovery, jump into meaningful work
Want this built for your business?
Book a free 30-minute AI audit. We will scope exactly how to implement this in your workflow.