Life Coach Intake Form Template
Streamline Your Coaching Process with Our Intake Form
Starting a coaching journey can be overwhelming, both for you and your clients. This life coach intake form template helps you collect essential information efficiently, setting a solid foundation for your coaching relationship. With this template, you can enhance client engagement, streamline onboarding, and ensure you gather complete information to tailor your coaching sessions effectively. Easily customize the form to fit your unique approach, all while staying compliant with WCAG standards for accessibility. Start optimizing your intake process with this ready-to-use template.
When to use this form
Use this intake when you onboard a new client before the first session. It suits solo coaches, wellness teams, and career or mindset specialists who need a clear picture fast. Ask about goals, current habits, obstacles, motivation, schedule, and preferred communication so you can tailor the plan and set expectations. If you also guide clients on nutrition or weight goals, pair this with the Weight loss questionnaire form to capture health context. For hybrid life-and-fitness packages, the Personal training client intake form helps you align action steps across domains. The result: fewer surprises, a focused first call, and a roadmap you and your client can track from week one.
Must Ask Life Coach Intake Questions
- What is your primary goal for the next 90 days?
A crisp, time-bound target sets direction and keeps sessions focused. It also lets you break work into milestones you can track together.
- What will success look like, and how will we measure it?
Defining outcomes and metrics up front prevents misaligned expectations. It gives you objective signals to adjust the plan.
- What obstacles or patterns have held you back, and what has helped in the past?
Naming blockers reveals risks and coaching leverage points. Past wins show strategies to reuse and approaches to avoid.
- What is your weekly routine and capacity for change?
Schedule, energy, and commitments shape what is realistic right now. If goals include movement or training, the Fitness client intake form captures activity history you can factor into plans.
- How do you want accountability and feedback (frequency, channel, and tone)?
Preferences around check-ins reduce friction and boost follow-through. For programs that include exercise or nutrition consults, the Personal training consultation questionnaire form can surface specifics to tailor touchpoints.
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