1. Import into your account
First, open this ready-made life coaching intake form template and click “Use template” to add it to your account.
Life Coaching Intake Form
The intake form for life coaching is used to collect important background data before a coaching session, helping the coach gain insight into the client’s current situation and support effective goal-setting. This life coaching intake form:- Collects client information
- Clarifies client goals and desired results
- Defines coaching preferences
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About this life coaching intake form template
A life coaching intake form is an online tool used to collect information from a client before a coaching session. It helps the coach understand the client’s personal history, current challenges, and goals, enabling effective support.
Form questions will inquire about:
- Reason for seeking coaching
- Overall life satisfaction rating
- Desired feelings or improvements
- Expected outcomes from coaching
- Previous coaching experience
- Preferred session format
- Ideal start timeline
- Contact details
- Privacy and consent agreement
💡 This template comes with pre-set welcome & ending pages and a ready-made layout that’s applied automatically.
What type of questions are usually included in a life coaching intake form?
A life coaching intake form usually includes questions that help the coach understand the client’s current situation, personal history, and the client's short/long-term goals before the first coaching session. Here are common fields used in a life coaching intake form:
Current Situation & Challenges
This section explores why the client is seeking coaching, how they currently feel about their life, and which areas feel out of balance (use the Ranking field and Single selection field). It helps the coach gain insight into the client’s present situation.
Goals & Future Direction
This part focuses on client goals and desired outcomes, including what they want to achieve and what success would look like in a few months (Long text field), previous coaching experience (Yes/No field), and session preferences.
Contact & Consent Information
This section collects basic contact details (name, email, phone) and includes a privacy and consent checkbox, which you can add using the Terms & Conditions field.
Frequently asked questions (FAQs)
Can I share this template in multiple languages?
Yes, you can share this template in multiple languages by creating a multilingual form. Once completed, you can share your form in multiple languages. To do this, follow these steps:
1. Open your form.
2. Go to the Settings tab.
3. Navigate to the Languages section.
4. Add a new language and edit the translations as needed.
Is the life coaching intake form mobile-friendly?
Yes, the life coaching intake form is designed to work perfectly on mobile devices. Whether your clients access it on a smartphone, tablet, or desktop, the form automatically adapts to the screen size for a smooth, user-friendly experience. This allows them to complete the intake form easily, anytime, and from anywhere.
Can I connect this template to other apps?
Yes, you can connect the life coaching intake form to many third-party apps. Simply open your form and go to the Connect tab to choose and activate the integration that fits your coaching business.
For example, you can use HubSpot to manage client relationships, Google Sheets to automatically organize responses, or other integrations with third-party platforms.
Use this life coaching intake form template
2. Customize however you like
Use the form builder to adjust questions, add personal history fields, and tailor the design to fit your coaching style.
3. Share it on all channels
Once your form is ready, share it via a link, embed it on your coaching business website, or post it on your social media to start collecting information before each coaching session.
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Discover similar templates like this life coach intake form sample. Collect client details in one organized place, including personal history, current challenges, client short/long-term goals, and session preferences.
Want a custom life coaching intake form?
Just tell us what client details you’d like to collect, and forms.app’s AI form generator will create a free life coaching intake form template tailored to your coaching business and coaching session needs.
Smooth intake process for everyone
This life coaching intake form template includes all the essential fields and can be easily customized to match your coaching business and coaching style.
Contact fields
Gather clients’ full names, email addresses, and phone numbers to stay connected and manage communication smoothly before and after each coaching session.
Rating scales
Use scaled questions to quickly gain insight into your client’s current state and track progress over time in a clear and measurable way.
Legal fields
Include consent checkboxes, such as privacy & consent, to ensure clarity, professionalism, and data protection compliance.
Logo & cover
Personalize the form with your logo and a custom cover image to reflect your coaching style and strengthen your brand identity.
Open-ended fields
Add reflective questions to explore personal history, expectations, emotions, and client goals in depth, allowing clients to express themselves freely.
Media & structure fields
Organize the intake form with clear sections and custom Welcome and Ending pages to create a smooth, professional flow for every coaching session.
This life coaching intake form is free and customizable