How to Use a Form as a Coaching Application

A well-designed application form signals to prospects that your program is selective (which increases perceived value), collects the context you need before the call, and filters out poor fits before they land on your calendar.

Steps

1. Design with qualification in mind

   Before building, list the two or three factors that determine whether someone is a fit: current business stage, what they have already tried, their timeline and commitment level, their specific goal.

2. Build the form

   Go to Sites → Forms and create a new form. Use a mix of Text Areas (for open-ended context) and Dropdowns (for quick qualification). 5–8 questions is optimal.

3. Ask questions that reveal fit and mindset

   Example questions: "What is your primary goal for the next 90 days?" (Text area), "What have you already tried that hasn't worked?" (Text area), "Are you prepared to invest in this program?" (Dropdown).

4. Map answers to CRM

   Map each field to a contact custom field. When the application submits, these answers populate the contact record so you have everything before the call.

5. Set the submit action

   After submission, redirect to your booking page with a note: "Thank you for applying. Book your call below."

6. Add a review workflow

   Set up a workflow triggered by the form submission that notifies you and adds a task to review the application within 24 hours.