The right information, at the right moment – every time.
Simply.Coach's forms tool lets you build, send, and learn from custom coaching forms — intake questionnaires, session prep tools, 360º feedback surveys, mid-engagement reviews, and more. All automated, all integrated, all in one place.
Build any form your coaching needs, and let Simply.Coach handle the rest.
Fully custom forms, built your way.
Create forms for any purpose directly within Simply.Coach - intake questionnaires, coaching intent forms, session feedback, mid-engagement reviews, impact assessments, and more. No external tools, no file attachments, no chasing responses across inboxes.
Build custom forms for any stage of the coaching journey
Add emoji questions, rating scales, and signature fields to capture richer responses
Create multi-step forms that allow clients to save draft responses and return to longer forms
All responses captured and maintained in one place
Automated delivery: before, during, and after sessions.
Set forms to send automatically — attached to a session, triggered before a session begins, or delivered after it ends. The platform handles the sending so you don't have to think about it.
Attach forms to sessions at scheduling — automatically sent at the right time
Set up pre-session forms to help clients prepare and arrive ready
Send post-session forms to capture feedback and reflections while they're fresh
Integrate email nudges to ensure timely responses — no more manual reminders
Session prep — arrive ready, every time.
Simply.Coach's session prep tool is a purpose-built form you send to clients ahead of each session, to help them reflect, focus, and arrive with intention. It's one of the simplest things you can do to raise the quality of every conversation.
Build your own custom session prep form
Attach it to sessions at scheduling, automatically sent before each one
Choose from multiple prep forms for different session types
Send reminders if clients haven't responded
View all responses in one place across the full engagement — a bird's eye view of how your client is tracking over time
Rich insights, generated automatically.
Simply.Coach doesn't just collect form responses, it turns them into visual, shareable reports. Bar graphs, line charts, tables — the data is represented in a format that's easy to understand and easy to share with clients and their sponsors.
Beautiful visual reports generated automatically from form responses
Data represented in bar graphs, tables, and line charts for easy understanding
Create trend and progress reports from periodic 360º feedback and assessments
Share reports directly with clients and stakeholders — no manual compilation required
Don’t start from scratch; start from something that already works.
Simply.Coach includes a growing repository of ready-to-use coaching form templates, built around the most commonly used frameworks in professional coaching. Pick one up, apply it as-is, or customise it to fit your methodology. Available templates include:
360º Feedback — Qualitative
360º Feedback
360º Feedback Summary
Coaching Intent
Completion Report
Create Your IDP
Feed Forward
Ideation on Daily Habits
Impact Assessment
Mid-Engagement Review
Reflective Goal Setting
Self-Reflections
Leadership Growth Review
Forms connect to every stage of the coaching journey.
Forms don't sit in isolation within Simply.Coach. They're woven into the platform in a way that makes every response useful — not just collected.
Forms
Reports
Form responses feed directly into Simply.Coach's reporting tools, generating visual, shareable impact reports without any manual work.
You can create any kind of form your coaching practice needs — intake questionnaires, session prep tools, mid-engagement reviews, 360º feedback surveys, impact assessments, completion reports, and more. Forms are fully customisable, with support for emoji questions, rating scales, multi-step formats, and signature fields. You can also choose from a growing repository of ready-to-use templates covering the most widely used coaching frameworks.
Can forms be sent automatically, or do I have to send them manually?
Forms can be fully automated. You can set them to send automatically when a session is scheduled, before a session begins, or after it ends — with email nudges to remind clients who haven’t responded. You don’t have to think about the logistics of sending and following up. Simply.Coach handles it.
Can I see all client responses in one place?
Yes. All form responses are captured and maintained centrally within Simply.Coach. You can view individual responses, track trends over time, and access automatically generated visual reports — bar graphs, line charts, and tables — without building anything manually. For 360º feedback and periodic assessments, you can also generate trend and progress reports that show how a client or cohort has developed over time.
Is client data collected through forms secure?
Yes. Simply.Coach is SOC2, HIPAA, and GDPR compliant — which means all form responses and client data are encrypted and protected to the highest security standard. Client information is accessible only to those you explicitly share it with, and the platform has robust data security measures in place across all features.
Ready to bring structure to how you gather insights?
Start your free 14-day trial and see how Simply.Coach's forms tool (and the full platform) transforms how you collect, understand, and act on client data.
