Life Coach Intake Form Template
Start every coaching relationship with clarity. Capture your new client's goals, current challenges, values, and what they want from coaching — before the first session.
The intake conversation sets the tone for everything that follows. When a client has reflected on their goals, what's holding them back, and what success looks like before you meet, the first session goes deeper faster. A thoughtful intake form does that reflection work in advance — and gives you a clear picture of who you're working with.
This template covers the client's personal details, what prompted them to seek coaching now, their primary goals for the engagement, what they've already tried, what's getting in the way, their core values, what success looks like in one year, their coaching experience, preferred communication style, session frequency preference, and what they need from you as a coach. Open text questions here do more work than any checklist.
Life coaches, executive coaches, career coaches, and wellness coaches use intake forms as the first step in every new client engagement. Send immediately after the initial discovery call. Review before the first paid session and reference throughout the engagement to keep work anchored to the client's own stated goals. Store alongside the coaching agreement in the client file.
Long enough to surface the context you need — typically 10 to 15 questions. Clients who are genuinely invested will complete it thoughtfully. Those who skip it are telling you something too.
After the discovery call and before the first paid session. Give 48 to 72 hours — enough time to reflect, not so long that momentum fades.
Yes — restrict access to the coach and any administrative support. In organizational coaching, agree on confidentiality terms with the sponsor before sharing any content.
Absolutely — the goals and success criteria captured in the intake form become the foundation for the formal coaching agreement and session plans.
'What would make this coaching engagement a success for you?' — answered in the client's own words, not prompted by your categories — tells you more than anything else.
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