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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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.
Use your own copy to change labels, remove questions and add the details you need. Try the preview alongside this guide to see what respondents will be asked.
Review the starting questions and choices. You can change them in your own copy.
Jane Smith
jane@example.com
(555) 123-4567
Tell me about what's going on in your life right now. What feels stuck, hard, or unsatisfying?
Paint a picture of where you want to be — in your relationships, career, health, mindset, or any area you want to transform.
What steps, approaches, or solutions have you tried so far? What worked, what didn't?
Describe your ideal coaching relationship — style, approach, communication, accountability, etc.
Suggested uses, and why this starting point can help. Adapt the questions to your own process.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Primary Life Area to Focus On” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Describe Your Current Situation and Challenges” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “What Does Your Ideal Life Look Like in 1–2 Years?” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “What Have You Already Tried?” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Commitment Level to Coaching” in particular and adapt it to the detail you need.
Documents recovery stage, lifestyle goals, and relationship dynamics so coaches can support sustained growth beyond sobriety.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “What Are You Looking for in a Coach?” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Primary Life Area to Focus On” in particular and adapt it to the detail you need.
Click 'Use this template' to open the life coaching intake form in your formformform account.
Customize the life area dropdown to reflect the specific focus areas you coach in.
Add or remove questions to match your intake process — some coaches add a budget or timeline field.
Set your notification email so each new submission lands in your inbox immediately.
Share the form link in your welcome email, booking confirmation, or embed it on your coaching website.
Review intake responses before the discovery call or first session to arrive fully prepared.
asking clients to complete the intake 24–48 hours before your session gives you time to review and prepare tailored questions.
too many options overwhelm clients. Limit dropdowns to the areas you actually coach in.
phrase them as 'ideal life in 1–2 years' rather than 'goals' to invite bigger, more honest thinking.
knowing what clients have already tried prevents you from recommending the same thing and shows respect for their history.
it's a gentle way to surface hesitation before it derails the coaching relationship.
send clients their original intake responses to show how far they've come.
Collects emotional readiness, co-parenting situation, and post-divorce goals to help coaches support clients rebuilding after separation.
Gathers a parent's identity challenges, newfound freedoms, and vision for their next chapter after children leave home.
Captures feelings of stagnation, regret patterns, and aspirations clients have suppressed to help coaches guide a meaningful pivot.
Explores specific confidence blocks, social situations that trigger self-doubt, and the moments clients feel most like themselves.
Documents recovery stage, lifestyle goals, and relationship dynamics so coaches can support sustained growth beyond sobriety.
Captures beliefs, practices, and spiritual questions clients are exploring to help guide a purpose-aligned coaching journey.
Gathers details on work-life challenges, childcare constraints, and personal growth desires specific to solo parenting pressures.
Addresses early career confusion, relationship uncertainty, and identity questions common in clients navigating their twenties.
Collects professional identity concerns, lifestyle goals, and fears around purpose loss that arise when clients retire from long careers.
Sensitively captures loss history, current grief stage, and the kind of forward momentum clients are seeking with a coach's support.
Documents depletion symptoms, boundary patterns, and the client's vision for a sustainable and fulfilling lifestyle post-burnout.
Gathers diagnosis impact, daily limitations, and the goals clients want to pursue despite ongoing health challenges.
Explores attachment patterns, post-breakup goals, and readiness to build a life and identity independent of the past relationship.
Captures culture shock, social isolation, and life goals for clients rebuilding their lives after moving to a new country.
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.
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.
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.
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.
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.
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.
Screen and qualify senior leaders applying for executive coaching engagements.
Understand clients' career stage, frustrations, and goals before the first career coaching session.
Let prospects request a discovery call and share their challenges and goals upfront.
Gather essential client details before your first consulting meeting.
Gather client background and goals before the first therapy session.
Match prospective clients with the right trainer and package.
Collect client health history, goals, and habits before the first health coaching session.
Let athletes and parents inquire about private sports coaching and training programs.
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