Starting with new clients but tired of building intake forms from scratch? Most coaches use generic templates that miss key insights. With Summrly, you can generate professional, tailored intake forms and questionnaires in minutes. Just enter your coaching niche, and AI creates thoughtful questions that uncover goals, challenges, and history — so you start strong and deliver better results.

Your intake form sets the tone for coaching. A content-first approach means designing itbeforeonboarding. Summrly uses your niche to generate relevant, empathetic questions — not generic ones — so you gather deeper insights and build rapport fast.

1. Create Your First Topic: Enter your coaching focus like “confidence for public speakers” or “career transition for women.”
2. Set Up Your Content Focus: Choose goal (assessment, discovery, goal-setting) and format (form, PDF, quiz).
3. Add Keywords: Include themes like “fear of failure,” “work-life balance,” or “leadership style” — AI builds questions around them.
4. Brand Details: Add your tone (supportive, direct) and any legal requirements (consent, confidentiality).
5. Complete Setup: Get AI-generated intake form with sections: Background, Goals, Challenges, and Preferences — ready for Google Forms, Typeform, or PDF.

Enter your coaching niche below to generate your first professional intake form — and start every client relationship with clarity.

Riley used a basic Google Form but missed key client insights. She used Summrly to input “career change for midlife professionals” and added focus areas: “values alignment,” “financial fears,” “skills transfer.” In 10 minutes, she had a 12-section intake form with questions like “What would make you feel proud of this career move?” and “What’s holding you back from taking the leap?” She used it with new clients. Session quality improved, and retention increased by 35%.

• Can I generate forms for different programs?
• Yes. Create unique forms for 1:1, group, or assessment calls.
• Are the questions insightful, not surface-level?
• Absolutely. AI focuses on emotional and psychological depth — not just facts.
• Can I add consent and confidentiality sections?
• Yes. AI includes standard legal and ethical clauses.
• Do the forms work with Typeform or Jotform?
• Yes. Copy questions into any form builder — fully compatible.
• Can I edit or brand the form?
• Yes. All content is fully customizable — add your logo and voice.

A great intake form is the foundation of great coaching. With Summrly, you can generate professional, insight-driven questionnaires in minutes. Just enter your niche, let AI craft the questions, and start every client journey with purpose.

Stop using generic forms. Enter your coaching niche now and generate your first AI-powered intake form in under 10 minutes.