Life Coach Intake Form

What is a Life Coach Intake Form?

Intake forms are a great way to track and manage client information without compromising quality. As I'm sure you know, healthcare intake forms are essential for organizing information and simplifying your workload, as they allow you to record client concerns before your appointment begins. You can structure your appointments to address the client's core concerns and ensure that you are working towards treatment through a collaborative approach.

Life coach intake forms allow you to capture personal patient identifying information, insurance and referral details, emergency contacts, and any other notes that the client feels they must disclose. As you know, the main aim of life coaches is to address social and well-being issues affecting the client, with intake forms helping support you with this part of the coaching process. To help you get started on the right track, we've created this guide with templates so you can hit the ground running. Nice!

How to use this template for Life Coach Intake Forms

To use this life coach intake form template to its fullest potential, follow this step-by-step guide. We've broken down the process into four simple steps for you to follow.

Step 1: Download the PDF template

The first step that you need to take is to download the PDF template. It's self-explanatory, and you must click the link to open the intake form, which should open within your device's PDF reader. You can edit and save the template there, or you can also print the template if you prefer to handwrite your documents.

Step 2: Distribute the intake form to clients

Next, you'll need to distribute the intake form for new clients to fill out. There are numerous ways you can do this, but we recommend that you give the forms to your patients before the appointment; that way, you can prepare before the client walks through your doors. Some practices opt to deliver and take forms to the patients while in the waiting room, which is also viable but may be more time-consuming.

Step 3: Upload data to your practice's system 

After the intake form is completed, you'll then need to upload the form to your practice's system. This means that you can easily refer to the client's personal information, especially if you need to lodge an insurance claim or if you need to refer the client to an external health provider organization. You can retrieve all critical information at one time without hassle.

Step 4: Ensure it is stored securely

Finally, once you have completed intake forms within your database, you must ensure that you have the appropriate security measures. Life coach intake forms contain personal client information that should be held confidential, so you must incorporate HIPAA compliance standards. Many practice management software products can help you achieve this and ensure your clients are safe.

Who can use this Printable Life Coach Intake Form (PDF)?

Life coach intake forms, as the name suggests, are typically curated with life coach needs in mind. Life coaches have direct qualifications in life coaching and are interested in encouraging and promoting growth in aspects of clients' lives. Any wellness professional who helps clients overcome personal, work, relationship, or career challenges can significantly benefit from incorporating life coach intake forms within their practice to increase organization and coordination of care. Using life coach intake forms can help clients identify their strengths and weaknesses, as well as help them maximize their greatest potential to help them achieve their personal goals. Foster a positive working environment, and ensure that you don't miss any significant insights.

Regardless of the size of your clinic, the number of clients you see, or the specialty you're trained in, life coach forms are valuable tools for you to incorporate. Examples of life coach professionals who can use and take forms include the following:

• Career coaches
• Relationship coaches
• Divorce coaches
• Financial coaches
• Personal development coaches
• Health coaches
• Recovery coaches

Why is this form useful for life coaches?

Life coach intake forms are immensely useful as they touch on the following reasons:

• Excellent organization - Life coach intake forms are a great way to manage your client information and ensure that each file is distinct and cannot be confused with another. This is especially useful in periods of growth, where you may be experiencing several clients at once. You can increase the consistency of your intake records and ensure that each template is formatted the same for better organization.
• Streamlined workflow - Increase the efficiency of your business operations to save time and money. At the end of the day, you're running a business, so it's important to have a seamless operational workflow that prioritizes your main needs.‍
• Higher accuracy - Having designated sections within life coach intake forms allows clients to focus more on the information. This can work to minimize and reduce the number of errors and increase the overall accuracy of the life coach intake form. This is always a plus as it can work towards more focused treatment and assessment!

Benefits of Printable Life Coach Intake Forms

There are also several benefits that accompany life coach intake forms that life coaches can take advantage of.

Holistic evaluation

Integrating life coach intake forms means that you can approach each client with a more holistic evaluation. Not only can you evaluate the objective information of the client's background and insurance eligibilities, but you can also assist the client's subjective information about their main concerns. The intake form is multidimensional and assesses a number of different facets relevant to the client's coaching session.

Save time

Another major benefit to life coaching intake forms is that you can save significant amounts of time. Being a professional life coach means working with hectic schedules, making it sometimes difficult to fit in everything you need to during the day. We recognize this, and with life coach intake forms, all the relevant information is there and ready for you to use. All you have to do is distribute the form to your specific life coaching client for use!

Develop meaningful relationships

One of the core pillars of being a life coach is fostering significant professional connections between you and your prospective clients. Working towards meaningful professional relationships means that you can produce richer insights of the client and work in collaboration with them in order to achieve their goals. Using life coach intake forms means you can note down all relevant information before the client's appointment to harness it in a useful and meaningful way.

Increase client experience

Client experience is everything within the life coach industry, especially when it comes to better managing your coaching business. It ensures that you have a steady flow of clients through your doors and that you're broadening and widening your horizons regarding growing your practice. Life coach intake forms work to increase and elevate the client experience by making information accessible and convenient, as well as accurate to the client experience. It can also reduce waiting times, which only contributes positively to the client's perception of your service. No one likes to wait around, especially when it comes to pressing life matters!

Guide sessions

Finally, one of the major benefits of life coach intake forms is that you can guide your coaching program sessions to quickly address and assess client concerns. You can work towards more direct advice and support, with the intake form highlighting areas of concern that should be at the heart of your sessions. Increase attention to your patient's needs and have more focused plans.