Life Coaching Client Intake Form
Build meaningful coaching relationships from the start. This comprehensive intake form helps you understand client backgrounds, challenges, and aspirations before your first session.
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What is a Life Coaching Intake Form?
A life coaching intake form is an onboarding questionnaire that helps coaches understand potential clients' life situations, goals, and what they hope to achieve through coaching.
This template captures focus areas, current challenges, desired outcomes, and coaching preferences to establish a foundation for transformative work.
By gathering this information before the first session, coaches can prepare targeted questions and approaches that resonate with each client's unique journey.
Key Features
Focus Areas
Identify key life domains clients want to develop and improve.
Challenge Mapping
Understand obstacles and barriers clients are facing.
Goal Definition
Capture what success and transformation look like for each client.
Commitment Assessment
Gauge readiness and available time for coaching work.
Why Use This Template?
Prepared Sessions
Background knowledge enables powerful first sessions.
Client Qualification
Ensure good fit between coach specialties and client needs.
Direction Setting
Clear goals from day one keep coaching focused.
Relationship Building
Thoughtful questions demonstrate care and professionalism.
What's Included in This Template
Full Name
textTo personalize the coaching relationship
Email Address
emailFor session scheduling and materials
Phone Number
telFor session reminders and urgent communications
Areas to Focus On
checkboxTo understand priorities and specialize approach
Describe Your Current Challenges
textareaTo understand what's prompting coaching
What Does Success Look Like?
textareaTo define measurable outcomes
Previous Coaching Experience
radioTo understand familiarity with coaching process
Preferred Session Format
radioTo schedule appropriately
Why Are You Seeking Coaching Now?
textareaTo understand timing and motivation
Perfect For
Career Transition
Professionals navigating job changes or career pivots.
Personal Development
Individuals seeking growth and self-improvement.
Work-Life Balance
Busy professionals managing competing priorities.
Goal Achievement
Clients with specific outcomes they want to accomplish.
Frequently Asked Questions
How personal should intake questions be?
Keep initial questions open-ended. Deep personal exploration happens during sessions with established trust.
Should I assess readiness for coaching?
Yes, commitment level and timing questions help identify clients ready for meaningful engagement.
How do I handle therapy vs. coaching boundaries?
Include questions about mental health history to identify clients who may need therapy referrals instead.
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