Life Coach Intake Form
Boost client outcomes with Life Coach Intake Forms. Capture key information to create personalized, effective coaching experiences.

What is a Life Coach Intake Form?
A Life Coach Intake Form is a crucial tool in the coaching process that helps a professional life coach gather information before starting the coaching relationship. It provides insights into the client's personal information, career goals, current situation, and personal goals. This information allows the coach to tailor the coaching program to meet the client’s needs and establish a personalized coaching experience.
The form typically includes basic details such as the client's contact details, coaching preferences, and answers to key coaching intake questions. By understanding the client's life story and most significant challenges, the coach can develop a customized program that supports the client’s coaching journey and tracks progress.
The intake form, used during onboarding, ensures informed consent and helps establish rapport for a successful coaching relationship. It provides a strong foundation for the coaching session, offering both the coaching business and the client a clear understanding of expectations and setting the stage for a productive coaching journey.
Life Coach Intake Form Template
Life Coach Intake Form Example
How to use this Life Coach Intake Form template
Using the Life Coach Intake Form template effectively allows a professional life coach to begin the coaching session with a first life coaching client. Here’s how you can guide prospective clients through the following steps:
Step 1: Access the template
To start, provide your life coaching clients with the intake form template or discuss it during the intake session. Access the Life Coach Intake Form template by clicking "Use Template," allowing you to edit the resource via the Carepatron app. For a PDF copy, choose "Download."
Step 2: Complete client information
Ask the client to complete the form by providing relevant details, including the client's current situation, short—and long-term goals, and any challenges they face. This will give you a deeper understanding of the client's career goals or personal goals, professional strengths, and biggest challenges—information essential for providing personalized coaching experiences. If you use it in a session, you can also ask follow-up questions for deeper insights.
Step 3: Answer coaching intake questions
The coaching intake questions in the form should cover important aspects like the client’s preferences, client experience, and what they hope to achieve from the coaching program. These insights help you understand their goals, set realistic expectations, and develop a customized program to support their coaching journey.
Step 4: Submit and review
Once the form is completed, ask the client to submit it for review. Carefully examine the information to ensure you clearly understand their needs and goals. This will lay the groundwork for the kickoff call and onboarding process, enabling you to create a tailored coaching program that tracks their progress and aligns with their vision for success.
Benefits of using the Life Coach Intake Form template
The Life Coach Intake Form is a powerful tool for the life coach and the life coaching client, ensuring a smooth and efficient coaching process from the start. Here are five key benefits of using this template:
Streamlined information collection
Using the coaching intake form template, you can easily collect information such as the client's basic information, career goals, and personal goals, giving you an accurate understanding of their current situation and biggest challenges.
Personalized coaching experience
The form lets you capture essential details about the client's life story and coaching preferences, which helps you develop a customized program that aligns with their needs. Whether you're working with a career coach, relationship coach, or health coach, the information gathered enables you to offer tailored, personalized coaching experiences.
Efficient onboarding process
The client intake form helps speed up the onboarding process for a new client by collecting all relevant information upfront, including the primary contact phone number and contact details. This saves time and ensures that the first session focuses more on the coaching session.
Tracking client progress
The form helps establish a clear picture of the client's goals and allows the professional life coach to track progress. Follow-up and coaching intake questions can be used to review the client’s growth and adjust the coaching program as necessary.
Informed consent and clarity
The Life Coach Intake Form ensures that your coaching clients fully know the coaching approach, what they can expect from the coaching journey, and any coaching package details. It also provides informed consent, promoting a transparent coaching relationship.
Whether you’re a career coach, relationship coach, divorce coach, financial coach, personal development coach, health coach, or recovery coach, this intake form ensures a more organized, efficient, and professional coaching experience for you and your prospective clients.
Streamlined client acquisition for coaching business
A well-organized intake process allows you to easily create a structured approach for new clients, enhancing the client experience and helping you attract more clients to your coaching business. Using a user-friendly intake form, you can gather key details like past experiences and biggest successes, giving valuable insights into what clients find most helpful and setting a solid foundation for the intake session and first call.
Final thoughts
The Life Coach Intake Form is invaluable for any professional life coach looking to streamline the coaching process and provide personalized coaching experiences. By collecting essential client information, including the client's personal goals, career goals, and current situation, coaches can tailor the coaching program to suit each new client. Whether working with prospective clients, setting up the first session, or tracking progress, an organized intake process ensures that both the coach and coaching clients are aligned, resulting in a more effective coaching journey.
Commonly asked questions
audIf you need to update the Life Coach Intake Form to reflect new information, simply edit the existing template in your Carepatron platform. If it has been some time since you last worked with a client and they are addressing new concerns, providing them with a revised form to complete may be more efficient, ensuring that you capture all relevant and current details.
Only the client, the life coach responsible for the client, and relevant administrative staff should have access to Life Coach Intake Forms. Intake forms contain highly sensitive and confidential information, so it must not get into the wrong hands. Authorized users should be kept to a minimum. However, if your client needs to be referred elsewhere, their form should be accessible to external healthcare practitioners.
If the client leaves blanks on the form, you must follow up. Unless the blanks do not apply to the client or are relevant to their sessions, Life Coach Intake Forms should be filled out completely and in their entirety. It may be helpful to send the client an e-mail or make a phone call, or you could simply amend this during your next session.