Forms & Intake
Ask once. Know everything, every time.
The questions you need answered before session one should not live in a Google Form someone forgets to send. Attach forms to your offers and every new client gets them automatically, with responses waiting where you plan the work.
30 days free · no card required · free migration from your current tools
kaido · forms · new client intake
The form
What brings you to coaching right now?
Which program are you interested in?
Attached to: Executive coaching intake
SubmitResponses
12 total
- Jul 12
Marcus O.
Executive coaching
- Jul 8
Elise F.
Leadership 1:1
- Jul 2
Caleb W.
Health reset
Every answer lands here, not in your inbox
What's included
Forms that send themselves
Build the form once, attach it where it belongs, and stop being the person who remembers to send it. Kaido handles intake, mid-engagement check-ins, and public lead capture with the same builder.
Intake before the first session
Goals, context, expectations, collected before you ever meet. Session one starts at the real starting line instead of at hello.
Check-ins that keep you honest
Mid-engagement reflections go out at the halfway point, so course corrections happen in week six, not in the exit survey.
Attached once, sent every time
Attach a form to an offer and every client who joins receives it automatically. No checklist, no forgotten step, no copy-paste.
Public lead forms
Share a public form link on your site or socials, and every submission lands directly in your pipeline as a new prospect.
Responses where you work
See who has answered, who has not started, and what they said, right on the engagement, not in a separate results dashboard.
One builder for all of it
Intake, check-ins, feedback, lead capture, built with the same tool, so you learn it once and use it everywhere.
Worth saying twice
The best coaches ask better questions. Before the session, too.
An hour with a client is too expensive to spend gathering facts a form could have collected on Tuesday night. Ask in writing, then spend the hour coaching.
Yes. Attach a form to an offer, and every client who joins gets it as part of onboarding, before session one, without you sending anything.
Intake questionnaires, mid-engagement check-ins, feedback, and public lead capture. Anything you currently chase over email can become a form with tracked responses.
Each form shows response counts and per-client status, like not started or completed, so a quiet client is visible before they become a surprised one.
They appear in your CRM pipeline as a new prospect, with their answers attached. Lead capture and follow-up live in the same system.
Clients fill their forms from their own Kaido login, where the form waits alongside their other work. Public lead forms need no login at all.
Session one, minus the twenty questions.
Thirty days free with your real clients and your real programs. If Kaido doesn't hand you hours back, keep the sticky notes.