For coaches & consultants

The pre-session briefing that turns session one into real work

Structured online questionnaire before the first session: concern, goals, previous attempts, expectations. Your client reflects calmly in advance — you start session one with depth, not small talk.

Start template
What gets asked?

~1 Session of goal-clarification time saved per new coaching client

Sound familiar?

Session one is data collection

Sixty minutes of goal clarification, background, expectation matching — paid time in which no coaching happens yet. The actual process only starts in session two.

The Word attachment never returns

You send the questionnaire as .docx — it returns half completed, as a photo of a printout, or not at all. Chasing it feels like begging for your own paperwork.

Frantic mail-archive reading

Five minutes before the call you scroll through old mail threads: what was the concern again? Which goals? Preparation happens under time pressure instead of with care.

How Questee fixes this

  1. 1

    Set up your briefing questions once

    Customise the "coaching pre-briefing" template to your method: concern, goals, scale questions ("Where are you today, 1-10?"), previous attempts, expectations of you. The link goes into your booking confirmation.

  2. 2

    Client reflects calmly

    One question per screen, no time pressure, on phone or laptop. Draft saving included — start in the evening, continue in the morning. Reflecting before the session is already the first coaching impulse.

  3. 3

    You start prepared, going deep

    All answers structured in one place — no mail-archive scrolling. You read the briefing in five minutes before the session and dive straight into the real topic.

Built for confidential client reflection

Scale & reflection questions

Scales, multi-select and open text questions — fit for goal clarification and self-assessment.

Draft saving

Clients can pause and resume via the same link — reflection sometimes needs a night.

Confidential by design

Password protection per form, tenant-isolated storage, no answers sitting in a mailbox.

Conditional logic

Business-coaching questions only for business clients — the form adapts to the concern.

Your language, your tone

Every question freely worded, with help texts — the briefing sounds like you, not like software.

Hosted in Germany

Personal reflections stay GDPR-compliant on German servers — not in the US cloud.

Fits a solo-coach budget

Free to start (3 forms). Pro for your ongoing practice (unlimited forms, your own branding) — no enterprise platform needed.

Free

3 forms, 250 responses/month

Pro

Unlimited, 10,000 responses/month, AI included

View all plans

Answers from coaching practice

Why not just Typeform?
Typeform handles questionnaires — but stores data with a US company. Coaching briefings often contain very personal things: conflicts, fears, career doubts. Questee hosts exclusively in Germany, ships the DPA and keeps your clients' reflections out of US transfers — an argument that reassures your clients too.
Which questions belong in a pre-session briefing?
Proven structure: current concern in their own words, desired coaching outcome, scale question on the status quo, previous solution attempts, what the client expects from you as coach, and logistics (availability, preferred setting). The template ships this structure — you adapt it to your method.
Do clients actually complete it?
Far more often than Word attachments — because the barrier is lower: click the link, one question at a time, on the phone too, with draft saving. Tip: send the link right in the booking confirmation, noting that it makes the first session more valuable — that makes it self-interest, not homework.
Are my clients' answers secure?
Yes — hosted in Germany, encrypted transfer (HTTPS), tenant-isolated database and optional password protection per form. We provide the Art. 28 GDPR DPA, keeping your own privacy policy clean. Answers do not land as plain text in e-mails.
Can I personalise the briefing per client?
Yes — you can prefill fields (e.g. name via URL parameter) and use answer piping to reference earlier answers in later questions ("You named X as your goal — what would concretely change?"). The briefing feels like a conversation.
Can I reuse the briefing for follow-up sessions?
Yes — many coaches additionally build a short "check-in before session X" form: what changed since last session, what do you want to work on today? Create as many forms as you like, per client or programme.
How does this come across — too formal?
The opposite: a well-crafted pre-briefing signals professionalism and that you take the client's time seriously. With your logo, colours and wording (Pro plan) it feels like a natural part of your process — not a third-party gadget.

Your next session one starts in depth

Start template, adapt questions to your method, link in the booking confirmation. Free trial, no contract.

Try template now