Understand your clients before the first session and attract more of your ideal coaching clients.
Whether you're a life coach, executive coach, health coach, or business coach, HeyIntake helps you qualify prospects and prepare for transformative coaching relationships.
Great coaching outcomes depend on working with the right clients — people who are ready, committed, and aligned with your methodology.
Too many coaches accept clients who aren't truly ready for change. They're attracted to the idea of coaching but haven't committed to doing the work. The result: frustrating sessions, missed appointments, and poor outcomes that don't reflect your true capabilities.
HeyIntake helps you identify commitment signals before the first session. Our AI-powered intake forms evaluate readiness indicators, goal clarity, and budget alignment. You'll know whether a prospect is genuinely motivated or just window shopping.
For executive coaches, life coaches, health coaches, and business coaches, this means better client outcomes, higher retention rates, and more referrals from satisfied clients who were truly ready for transformation.
Sound familiar? HeyIntake solves these problems automatically.
Starting coaching relationships only to discover the client isn't ready or isn't a good fit for your approach.
Going into calls without understanding the client's background, goals, or what they've already tried.
Giving away too much in free consultations to people who were never going to invest.
Taking on clients who aren't truly committed to the work, leading to disappointing results.
Different clients start with different levels of preparation, affecting early session quality.
Learning crucial information about a client's situation sessions into the engagement.
Customize these or create your own — HeyIntake's drag-and-drop builder makes it easy.
HeyIntake's AI helps you identify clients who are ready, committed, and a great fit for your coaching style — before you invest time in a discovery call.
Career Transition • Executive Background • Ready to Invest
"Clear goal (pivot to consulting), high commitment score, previous positive coaching experience, budget aligned. Excellent candidate for your executive program."
From prospect to committed client in three simple steps
Potential clients complete your intake form with goals, challenges, and commitment indicators.
Our AI evaluates commitment level, goal clarity, and fit with your coaching approach.
Focus on high-commitment prospects who are genuinely ready for transformation.
AI identifies clients who are truly ready to do the work, not just interested in the idea of coaching.
Know your client's story, goals, and challenges before you ever meet, so you can dive deep from session one.
Thoughtful intake questions help the right clients self-select while filtering out poor fits.
Spend less time gathering background and more time exploring fit and building connection.
Explore how other industries use AI-powered intake forms
Have questions about HeyIntake for coaches?