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Coaching Intake · Popular

Life Coaching New Client Intake Form Template

Streamline your onboarding process by gathering client background, life satisfaction scores, and top goals before the first coaching session.

Use This Template Free Preview

Jade theme

formbuilder.ai/f/life-coaching-new-client-intake-personal-development-goals-form

Life Coaching New Client Intake & Personal Development Goals Form

Full Name

· · ·

Email Address

· · ·

Phone Number

· · ·

Submit

The Life Coaching New Client Intake & Personal Development Goals Form is designed to help life coaches gather essential information about new clients before their first session. It captures personal details, current life satisfaction across key areas—career, relationships, health, finances, and personal growth—along with the challenges clients face and their prior coaching or therapy experience.

This template is ideal for independent life coaches, coaching practices, and personal development professionals who want to hit the ground running with every new client. By understanding where a client is now and where they want to be, coaches can tailor sessions for maximum impact from day one.

Using this intake form saves time, sets professional expectations, and ensures no important background information is missed. The structured goals section encourages clients to reflect on their top priorities, making early coaching conversations more focused, productive, and results-driven.

4 Pages

23 Questions

~8min To complete

Free No credit card needed

Field types Likert Scale ×5 Long Text ×5 Dropdown ×3 Full Name Email Phone Date Address Multiple Choice ranking Scale Rating termsandconditions Signature

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Personal Information 6 questions

Personal Information

1 Full Name * Full Name

2 Email Address * Email

3 Phone Number * Phone

4 Date of Birth Date

5 Home Address Address

6 How did you hear about us? * Dropdown

Page 2 Current Life Assessment 7 questions

Where You Are Now

This section helps me understand your current life situation so we can tailor our coaching sessions to your unique needs.

1 How satisfied are you with your career / professional life? * Likert Scale

2 How satisfied are you with your personal relationships? * Likert Scale

3 How satisfied are you with your health and wellbeing? * Likert Scale

4 How satisfied are you with your financial situation? * Likert Scale

5 How satisfied are you with your personal growth and fulfillment? * Likert Scale

6 What are the biggest challenges or obstacles you're currently facing? * Long Text

7 Have you worked with a life coach, therapist, or counselor before? If so, please briefly describe your experience. Long Text

Page 3 Goals & Personal Development 7 questions

Your Goals & Vision

Let's explore what you want to achieve through our coaching journey together.

1 Which areas of life would you most like to focus on? * Multiple Choice

2 Describe your top 3 goals you'd like to accomplish through coaching * Long Text

3 Rank these goals in order of priority * ranking

4 What does your ideal life look like 1 year from now? * Long Text

5 What is your preferred coaching session format? * Dropdown

6 How often would you like to meet? * Dropdown

7 On a scale of 1–10, how committed are you to making meaningful changes in your life right now? * Scale Rating

Page 4 Agreements & Final Details 3 questions

Agreements & Final Details

1 Is there anything else you'd like me to know before our first session? Long Text

2 I understand that life coaching is not therapy, counseling, or medical treatment. I agree to the coaching terms and confidentiality policy. * termsandconditions

3 Client Signature * Signature

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.