CoachHost › Forms & Intake
Every form submission should trigger something: a welcome email, a CRM tag, a task for you. CoachHost's forms connect directly to your CRM and automation sequences so no lead falls through the cracks.
What's included
How it works
Every form submission in CoachHost starts an automated workflow, not just a notification in your inbox.
They fill out your intake questionnaire, opt in for your free guide, or apply for your coaching program.
If they're new, a contact is created in your CRM with all their answers attached. If they're existing, their record is updated.
Based on how they answered, tags are applied and the right sequence begins: a welcome email, a follow-up, or a task for you to review their application.
If someone checks 'ready to start immediately,' you can get an instant notification so you can follow up personally.
Everything included
From simple lead magnets to program applications, build any form without code.
Collect what you need before a discovery call: goals, challenges, budget, and coaching history. Answers live in the client's record.
Offer a free guide, checklist, or training in exchange for an email address. Trigger a welcome sequence the moment they opt in.
For selective programs, collect detailed applications. Use conditional logic to show different questions based on earlier answers.
Forms that adapt: if they select 'business coaching,' show business-specific questions.
Let clients upload documents, previous assessments, or photos in the form. Files are attached to their record.
Collect payment as part of the form. Good for workshop registrations, program deposits, or paid resources.
Standalone form tools don't connect to your CRM or follow-up. CoachHost's forms trigger sequences, update your CRM, and collect payments in one subscription.
Forms are on every plan, from Starter at $49/mo.
Build your first intake form and connect it to a welcome sequence today.