Describe your coaching, consulting, or planning session. Makeform creates a pre-session questionnaire for client goals, challenges, constraints, stakeholders, and background.
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Sample prompts for the builder
Choose a prompt, tailor it, or send it to the Makeform builder. Each example shows a practical structure, not a live AI result.
Audience
Founders preparing for a one-to-one coaching session
Format
Pre-call questionnaire with priorities and baseline metrics
Prompt size
288 chars
Example form structure
Pre-call questionnaire with priorities and baseline metrics
Company, offer, and current stage
Top three 90-day goals
What is slowing progress?
Relevant baseline metrics
What decision should this unlock?
Suggested routing tags
Growth strategy
Offer clarity
Operations
Ask which decision the client wants to make. It gives the call a clear finish line.
Step 1
Ask
goals, context, obstacles, and decisions
Step 2
Review
scan answers and identify the real tension
Step 3
Prepare
choose questions, evidence, and exercises
Step 4
Focus
use call time for decisions and next steps
Why collect answers first
A structured form captures the client's desired change and current reality while they have time to think.
Goals, previous attempts, and constraints reveal whether the stated problem is the real blocker.
Priority ranking and a decision question shape the call around one achievable outcome.
Client answers keep background, metrics, stakeholders, and expectations in one brief.
Adapt it to your work
Keep the journey from goal to decision, then tailor it to your session.
Capture 90-day goals, current stage, habits, accountability needs, and the decision the founder is avoiding.
Ask for audience, offer, funnel, channel performance, budget, timeline, and the assets already available.
Map the situation, affected stakeholders, competing needs, confidence level, and boundaries around sensitive context.
Collect individual perspectives, rank priorities, surface dependencies, and flag decisions that need group discussion.
Pre-session workflow
Generate, tailor, and send the questionnaire, then review the answers before the call.
Describe the audience, duration, method, and context you need before meeting.
Keep essential questions and add challenge-specific follow-ups where relevant.
Add the link to booking messages with a deadline that leaves review time.
Use the target, constraint, evidence, and decision point to prepare the agenda.
Preparation options
A structured questionnaire keeps important prompts consistent and every answer in one submission.
Field guide
Move from present reality to desired outcome, then ask about obstacles, evidence, and decisions.
Client context
Ask for the organization, role, offer, audience, or team involved. Do not make existing clients repeat information you already have.
Desired outcome
Pair broad ambitions with a timeframe and observable result. Ask what would make this session worthwhile.
Challenge and attempts
Ask about the obstacle and previous attempts. Show relevant follow-ups for positioning, acquisition, operations, or leadership.
Evidence and baseline
Request only relevant measures, such as conversion, capacity, cycle time, confidence, or customer feedback. Allow 'not tracked.'
Constraints and stakeholders
Capture timing, budget, capacity, dependencies, and who must support the next move.
Session expectations
Ask whether the client wants options, a challenge, a facilitated decision, or an action plan.
Related tools
Build intake, discovery, booking, onboarding, and follow-up forms.
FAQ
Practical answers for coaches, consultants, and facilitators preparing focused client calls.
It is a questionnaire completed before a coaching, consulting, or planning call. It collects goals, challenges, constraints, evidence, and the desired outcome so the facilitator can prepare the agenda.
Ask about the client's goal, urgency, current reality, obstacles, previous attempts, resources, constraints, stakeholders, and desired decision. Add specialist questions only when they improve preparation.
For a typical one-to-one call, six to ten prompts can cover the essentials. Use multiple choice for routing and long answers for context. Remove questions that will not affect preparation.
Yes. Ask clients to select growth, positioning, operations, leadership, planning, or another challenge, then show relevant conditional follow-ups.
Ask only for metrics that provide a useful baseline. Allow a range or 'not tracked' answer, and avoid unneeded sensitive information. Qualitative customer signals may work when numbers are unavailable.
Send it with the booking confirmation and repeat the link in the reminder. Set a deadline that leaves time to review and explain that the answers shape the agenda.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and reuse your strategy session questionnaire without a form or response cap. The paid tier removes the Makeform badge.
Summarize the outcome, challenge, evidence, constraints, and decision point. Confirm that summary, then use the call to test assumptions, compare options, and agree on next steps.
Make the call useful before it starts.
