Coaching intake form and wheel of life assessment

Pollsar is a form and survey tool for coaches, psychologists in private practice and mentors: a pre-session intake form, a wheel of life, post-session feedback and program results. The AI assistant builds any of them for you from your description, and a repeat survey a month later shows the client what changed in each area.

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Pollsar respondent card: all of one person's answers, tags and the photo they uploaded

What to ask your client

Pre-session intake form

What goal the client came with, what they've already tried, what success looks like in three months and how they like to work. You arrive at the first session prepared, and the hour goes to the work, not to running through a checklist of questions.

Wheel of life assessment

The client rates eight areas of life, such as work, money, relationships, leisure and personal growth, on a scale from 1 to 10. Pollsar saves the ratings in their card, and a repeat a month later shows which areas grew and which slipped.

Coaching feedback form

Two minutes after a session: how useful it was, what the client takes away and what they'd change. Answers come in right away, so you hear about any dissatisfaction before they quietly let their package of sessions lapse.

Coaching program results

At the end of the program, ask whether the client reached the goal, what helped most and whether they'd recommend you. The answers from before and after sit side by side, so the results of coaching show in numbers, not just in how the client feels.

Coaching application form

A form on your website or social media: what the person wants to work on, which format suits them, online or in person, which days are free and how to reach them. The form asks different questions for a career goal and a personal one, and applications land in a table.

Career coaching assessment

A scored test on values, skills and priorities: Pollsar shows the client their result from the total right after they answer. It's a handy test to send before the first session, so the conversation starts from a ready profile, not from scratch.

Mentee intake form

For mentors: a short form on what the mentee wants to learn from your experience, where they're stuck right now and how much time they can give. A short monthly check-in shows what has moved and what to cover at your next meeting.

Group coaching check-ins

During a group program or mastermind, each participant notes once a week the step they took and what's holding them back. The group's answers land in one summary, and a check a month after the finish shows whose changes stuck.

Client feedback for psychologists

For psychologists in private practice, a short survey after a session or group: whether it felt comfortable, whether the next steps are clear, whether the format works. The questions are about how useful the sessions are, and health information stays in your practice software.

AI assistant and client progress

Tell the AI assistant: “intake form for executive career coaching”. It builds the form with questions and answer options, and you can rewrite any question in your own words.

Illustration of the Pollsar AI generator: a field for the survey topic

The assistant spots a question that hints at the answer, like “You do feel the progress, don't you?”, or one that asks about two things at once, and suggests rewording it. The client answers honestly, not the way the coach expects.

Illustration: a finished form question with answer options and an AI icon

The table shows each client as a separate row, and their card shows all the answers from a form on one screen: goals, expectations and ratings by area. Before a session, you recall in a minute where the person started.

Pollsar responses table: respondent rows, star ratings and filters

Ask the assistant to read the group's written answers: it finds what participants call most useful and what they missed, and builds a report for your next cohort or the program sponsor.

Laptop with survey results open: a responses table and a chart
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How to get started with client forms

1 Describe the task or pick a template Tell the AI assistant what you want to learn about the client, and it prepares the questions. You can also open coaching templates or put one together in the builder.
Pollsar template gallery: categories on the left and survey cards with photos
2 Match your practice's style Pick a theme, add your logo and, if you like, remove Pollsar branding: the client sees your practice's form, not someone else's tool.
Style tab in Pollsar: the theme catalog with thumbnails and a survey preview
3 Send the link to your client Send the link by messaging app before the first session or after a session, and show the QR code at a training, a webinar or at the end of a live stream.
Pollsar form QR code with a logo in the center and a Download button
4 Compare the answers Repeat the wheel of life or the goals questionnaire a month later: Pollsar keeps each run's answers separately, and you see what changed in every area.
Pollsar question summary: share and number of answers for each option, bar chart
Pollsar template gallery: categories on the left and survey cards with photos

Templates for coaching

A man and a woman with tablets talk in an office

Coaching effectiveness survey

How useful meetings with a coach or mentor are and what to improve in the program.

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Wooden blocks stacked like stairs with arrows pointing up and a target at the top

Personal goals questionnaire

Whether a person sets development goals, tracks progress and what gets in the way.

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Wooden blocks with the words Work, Life, Balance on a blue background

Work-life balance survey

Whether it's easy to combine work and personal life and what gets in the way.

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Wooden blocks labeled Idea, Plan, Action, Success on a blue background

Motivation and self-discipline test

What drains motivation and whether a person can stay focused without oversight.

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A man at a laptop holds his head while people hand him a phone, a tablet and papers from all sides

Time management test

How a person plans tasks, sets priorities under pressure and where the time goes.

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A hand holding a pen over a printout with charts

Decision-making confidence test

How confidently and quickly a person decides and whether they own their choices.

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A woman in glasses looks up thoughtfully, sitting at a laptop in an office

Self-reflection questionnaire

How often a person reviews their results and puts the lessons into practice.

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Pink cosmos flowers against a blue sky

Strengths quiz

The client marks 5 of 16 qualities, people close to them do too. Overlaps are strengths.

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A woman takes a selfie at the office while colleagues work at laptops

Habits and productivity survey

Sleep, breaks, distractions and plans: which habits help a client and which don't.

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Why it pays for coaches and psychologists to use Pollsar

You spend the session on the work

The client answers questions about goals and expectations before the session, whenever suits them. You read the answers ahead of time and start with what matters, so the client gets real value from the very first session.

You show clients what the work has changed

The wheel of life and goals questionnaire from before the program and a month in sit side by side, and the client sees what changed in each area. Renewing is easier when you don't have to prove the result in words.

You get website testimonials without awkward requests

In the end-of-program survey, ask whether you may publish the review and how to sign it. Clients' own words go to your website and social media with a signature, and the AI assistant picks the strongest quotes.

You see which cohort got more out of the program

Each cohort, group or corporate client gets its own link to the same survey. Their answers don't mix, and you compare two cohorts of the same program side by side in one summary.

You catch dissatisfaction in time

Each answer to the post-session survey reaches you as a Telegram or email notification. If a rating is low, you see it right away and have time to talk before the client moves to another practitioner.

You work with clients without paying for another subscription

Your practice already pays for plenty of subscriptions: calendar, video calls, payments. Pollsar needs no credit card and has no trial that runs out, and the intake form works from your first client.

Coaching forms FAQ

Send it a day or two before the session: the client has time to think and arrives with a clear request. Beyond goals and past experience, ask what would feel like a waste of time and what signs would tell them the work isn't going well: that way you know up front what not to do. The ready-made personal goals questionnaire suggests questions about goals, and the AI assistant adds the rest for your niche: career, relationships, business or leadership.
Ask the AI assistant for “a wheel of life, eight areas, 1–10 scale,” and a minute later your client has a link. The real work is the debrief: don't chase 10s everywhere; look for the area whose growth would pull the others up, and ask the client what would change if it rose by even one point. For career coaching, swap in your own areas: tasks, team, income, growth and workload.
Yes, of course it's free, and there's no card to add. The AI assistant builds a pre-session form or a wheel of life for the way you work, and the client gets the link along with the session confirmation. Each client's answers open in their own card.
Yes, there are free tests: the Pollsar catalog has ready-made questionnaires on motivation, time management, decision-making confidence and work-life balance, and the AI assistant adapts any of them to your client. These are conversation starters, not psychological diagnostics: discuss the results in session as prompts for questions rather than handing them to the client as a verdict. Before the first session, try the strengths test, where the client marks their own qualities and people close to them mark the ones they see.
After every session, but briefly: four scales that take a minute, on whether the client felt heard, whether you talked about what mattered, whether the approach fit and how it went overall. That's how the Session Rating Scale used by therapists works, and its logic suits coaching too. Watch the trend rather than a single score: a drop two sessions in a row is your cue to ask the client directly, before they simply stop booking.
Answers come into your Pollsar account: you see them, and so do the people you've invited to your team. You can delete any response from the responses table, one at a time or several at once. In the form's welcome message, tell clients why you're asking and who will read their answers: people answer more openly when they know.
Ask right after a visible result, like a new job or a tough conversation that went well, not as a goodbye on the last day. Give three prompts instead of a blank box: what things were like before, what changed and who they'd recommend you to. That gives you a before-and-after story people believe. Pollsar gathers the written answers into a list, and all that's left is to move the best quotes to your website.
Have the client describe three levels of their goal at the first session: “where I am now,” “a good result” and “better than expected.” This is a simplified form of Goal Attainment Scaling. At the end of the program, they mark where they landed, and that comparison is more honest than a general “it got better.” Repeat the question three months after the program ends to see whether the result holds without a coach, and for corporate programs, add the coaching effectiveness survey.

Make progress visible

A month into coaching, the client no longer remembers where they started, and their growth feels like a given. Pollsar keeps their ratings from before the first session and after every stage, so the journey shows up in numbers, area by area. Coaching results become visible, and renewing becomes an easy call!

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