Career Transition Intake

Focused intake form for clients navigating career changes, job transitions, or professional pivots.

Template Content

CAREER TRANSITION COACHING INTAKE FORM PERSONAL INFORMATION ================== Name: _________________________ Email: ________________________ Phone: _______________________ Current Location: _____________ LinkedIn Profile: _____________ CURRENT CAREER STATUS ==================== 1. Current/Most Recent Position: Title: _______________________ Company: ____________________ Industry: ___________________ Duration: ___________________ 2. Current employment status: ☐ Employed (seeking change) ☐ Unemployed (voluntary) ☐ Unemployed (involuntary) ☐ Between opportunities ☐ Returning to workforce ☐ Career break 3. What prompted this career transition consideration? ☐ Layoff or termination ☐ Lack of growth opportunities ☐ Industry changes ☐ Personal values shift ☐ Work-life balance issues ☐ Geographic relocation ☐ Burnout or stress ☐ New interests or passions ☐ Other: _______________ [Form continues with career history, transition goals, values assessment, financial considerations, obstacles, skills development, networking, and commitment sections]

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