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
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Name: _________________________
Email: ________________________
Phone: _______________________
Current Location: _____________
LinkedIn Profile: _____________
CURRENT CAREER STATUS
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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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