Life Coaching Intake Form Template

Start every client relationship on solid ground. This life coaching intake form collects the context you need — current situation, desired outcomes, and what the client has already tried — so your first session can focus on breakthroughs rather than background. Fully customizable and ready to share in minutes.

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Fields in this template

Full Namerequired
Email Addressrequired
Phone Number
Primary Life Area to Focus Onrequired
Career & Work · Relationships & Love · Health & Wellness · Finances & Wealth · Purpose & Meaning · Confidence & Self-Esteem · Work-Life Balance · Family & Parenting · Personal Growth · Other
Describe Your Current Situation and Challengesrequired
What Does Your Ideal Life Look Like in 1–2 Years?required
What Have You Already Tried?
Commitment Level to Coachingrequired
Fully committed — ready to do the work · Mostly committed — a few reservations · Curious but uncertain — exploring options · Early stages — just looking into coaching
Have You Worked with a Life Coach Before?required
Yes, I have previous coaching experience · No, this would be my first time
What Are You Looking for in a Coach?

Who uses this template

Life coachesPersonal development coachesMindset coachesTransformation coachesWellness coachesRelationship coachesConfidence coachesHolistic life coaches

About this template

A life coaching intake form is the foundation of an effective coaching relationship. Before the first session, coaches need to understand where a client is today, where they want to go, and what has already been tried — without spending the entire first call on background. A structured intake form captures this context efficiently and lets both parties arrive at session one focused and ready.

This template covers the most important pre-coaching questions: the life area the client wants to work on, a candid description of their current challenges, a vision of what success looks like, and what solutions they've already attempted. The commitment level question is especially valuable — it surfaces ambivalence early, so coaches can address it directly rather than discovering it midway through a coaching package.

formformform makes it easy to deploy this form as a link or embed it directly in a coaching website or welcome email. Submissions arrive in real time with a complete notification, so coaches can review responses before each intake call and come prepared.

14 form ideas you can build with this template

Divorce Recovery Coaching Intake

Collects emotional readiness, co-parenting situation, and post-divorce goals to help coaches support clients rebuilding after separation.

Empty Nester Life Transition Intake

Gathers a parent's identity challenges, newfound freedoms, and vision for their next chapter after children leave home.

Midlife Crisis Coaching Intake

Captures feelings of stagnation, regret patterns, and aspirations clients have suppressed to help coaches guide a meaningful pivot.

Confidence and Self-Worth Coaching Intake

Explores specific confidence blocks, social situations that trigger self-doubt, and the moments clients feel most like themselves.

Sobriety and Recovery Life Coaching Intake

Documents recovery stage, lifestyle goals, and relationship dynamics so coaches can support sustained growth beyond sobriety.

Spiritual Life Coaching Intake

Captures beliefs, practices, and spiritual questions clients are exploring to help guide a purpose-aligned coaching journey.

Single Parent Coaching Intake

Gathers details on work-life challenges, childcare constraints, and personal growth desires specific to solo parenting pressures.

20s Life Coaching Intake

Addresses early career confusion, relationship uncertainty, and identity questions common in clients navigating their twenties.

Retirement Transition Coaching Intake

Collects professional identity concerns, lifestyle goals, and fears around purpose loss that arise when clients retire from long careers.

Grief and Loss Coaching Intake

Sensitively captures loss history, current grief stage, and the kind of forward momentum clients are seeking with a coach's support.

Burnout Recovery Coaching Intake

Documents depletion symptoms, boundary patterns, and the client's vision for a sustainable and fulfilling lifestyle post-burnout.

Chronic Illness Life Coaching Intake

Gathers diagnosis impact, daily limitations, and the goals clients want to pursue despite ongoing health challenges.

Relationship Breakup Coaching Intake

Explores attachment patterns, post-breakup goals, and readiness to build a life and identity independent of the past relationship.

International Relocation Coaching Intake

Captures culture shock, social isolation, and life goals for clients rebuilding their lives after moving to a new country.

What's included

Life area dropdown covering career, relationships, health, finances, and more

Open-ended questions for current situation and future vision

Commitment level assessment to set coaching expectations

Previous coaching experience field to tailor your approach

Ideal coach description field for better fit alignment

Mobile-friendly layout clients can complete before the first call

Instant email notification on every submission

Unlimited submissions — no caps on client intake

How to create a life coaching intake form

1
Click 'Use this template' to open the life coaching intake form in your formformform account.
2
Customize the life area dropdown to reflect the specific focus areas you coach in.
3
Add or remove questions to match your intake process — some coaches add a budget or timeline field.
4
Set your notification email so each new submission lands in your inbox immediately.
5
Share the form link in your welcome email, booking confirmation, or embed it on your coaching website.
6
Review intake responses before the discovery call or first session to arrive fully prepared.

Best practices for your life coaching intake form

Send it before the first call

asking clients to complete the intake 24–48 hours before your session gives you time to review and prepare tailored questions.

Keep the life area list manageable

too many options overwhelm clients. Limit dropdowns to the areas you actually coach in.

Make vision questions expansive

phrase them as 'ideal life in 1–2 years' rather than 'goals' to invite bigger, more honest thinking.

Ask about previous attempts

knowing what clients have already tried prevents you from recommending the same thing and shows respect for their history.

Use the commitment level question

it's a gentle way to surface hesitation before it derails the coaching relationship.

Revisit the form at 90 days

send clients their original intake responses to show how far they've come.

Frequently asked questions

What questions should a life coaching intake form include?

At minimum: contact information, the life area to focus on, a description of the current situation, and a vision of desired outcomes. Stronger forms also ask what the client has already tried, their commitment level, and what they're looking for in a coach.

Should I require all fields on my coaching intake form?

Require the core fields — name, email, life focus area, and current situation. Make the more personal questions optional so clients don't feel pressured before they've fully committed to the coaching relationship.

How do I send the intake form to new coaching clients?

Share the form link directly in your booking confirmation email or welcome sequence. You can also embed it on your website's 'Work with me' page so prospects can fill it out when they're ready.

Can I use this form for group coaching programs?

Yes. You can add questions specific to group dynamics, like 'Are you comfortable sharing in a group setting?' or adjust the focus areas to match your program's specific theme.

Is this intake form GDPR compliant?

The form itself collects only what you ask for. For GDPR compliance, add a consent checkbox, include your privacy policy link, and ensure your formformform account's data retention settings align with your obligations.

How is a coaching intake form different from a discovery call questionnaire?

A discovery call questionnaire is completed before a free discovery call — it's shorter and helps qualify leads. An intake form is completed after a client commits and pays — it's deeper and designed to prepare the coach for ongoing work.