Forms & Intake

Capture Every Lead.
Automate Every Follow-Up.

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 ever falls through the cracks.

30 days completely free to try · No credit card required

What’s included
  • Unlimited forms, no caps
  • Coaching intake questionnaires
  • Lead magnet opt-in forms
  • Discovery call application forms
  • Conditional logic (questions that adapt)
  • File uploads from clients
  • Payment collection in forms
  • Automatic CRM tagging on submission

Submit. Tag. Automate. Done.

Every form submission in CoachHost is the start of an automated workflow — not just a notification in your inbox.

01

Client Submits Your Form

They fill out your intake questionnaire, opt in for your free guide, or apply for your coaching program. One click to submit.

02

Contact Created or Updated

If they're new, a contact is created in your CRM with all their form answers attached. If they're existing, their record is updated automatically.

03

Tags and Sequences Fire

Based on how they answered, tags are applied and the right automation sequence begins — a welcome email, follow-up SMS, or task for you to review their application.

04

You're Notified of Hot Leads

If someone checks 'ready to start immediately,' you can set up an instant notification so you can follow up personally while they're still hot.

Every Form a Coaching Business Needs

From simple lead magnets to complex program applications — build any form in minutes, no coding required.

Intake Questionnaires

Collect everything you need before a discovery call — goals, challenges, budget, and coaching history. Answers live in the client's CRM record.

Lead Magnet Forms

Offer a free guide, checklist, or training in exchange for an email address. Trigger a welcome sequence the moment they opt in.

Application Forms

For selective programs, collect detailed applications. Use conditional logic to show different questions based on previous answers.

Conditional Logic

Forms that adapt based on answers — if they select 'business coaching,' show business-specific questions. Real smart forms, not static ones.

File Uploads

Let clients upload documents, previous assessments, or photos directly in the form. Files are attached to their CRM record automatically.

Payment in Forms

Collect payment as part of the form submission. Perfect for workshop registrations, program deposits, or paid resources.

Forms That Actually Connect to Everything Else

Typeform charges $25/mo for forms that don't connect to your CRM or automation. CoachHost includes unlimited forms that trigger sequences, update your CRM, and collect payments — in one subscription.

Unlimited forms included
Automatic CRM tagging on submit
Triggers automation sequences
Conditional logic included
Payment collection in forms
File uploads supported
No Typeform subscription needed

Every Form Submission Should Start a Conversation.
Make It Happen Automatically.

Build your first intake form and connect it to a welcome sequence today. It takes about 15 minutes.

30 days completely free to try · No credit card required · Cancel anytime