Coaching Intake Form Template
A free coaching intake form for life, business and career coaches. Learn each new client's goals before your first session.
Use templateAbout this template
A life coaching intake form that asks new clients about their goals, what they have tried, what gets in the way and how they like to be supported, so the first session starts with depth.
Common uses
- Life coaches
- Business and executive coaches
- Career and health coaches
Key features
- Goals in the client's words
- Coaching style preference
- Clear measure of success
What this template asks
What's your name?
Short Text
What's your email address?
Email
Which area would you like coaching in?
Single Choice · Career, Business, Life and personal growth, Health and habits, Relationships
What would you most like to change in the next six months?
Long Text
What have you already tried?
Long Text · Optional
What usually gets in your way?
Long Text · Optional
Have you worked with a coach before?
Yes / No
How do you like to be supported?
Single Choice · Gentle encouragement, Direct challenge, A mix of both
How will you know coaching has worked for you?
Long Text
Frequently asked questions
What is a coaching intake form?
A coaching intake form is the questionnaire a new coaching client fills in before the first session. It covers their goals, what they have tried, what gets in their way and how they like to be supported.
Which coaches can use this intake form?
Life coaches, business and executive coaches, career coaches and health coaches. Change the coaching areas to the ones you offer.
When should a client complete the intake form?
Send it after they book, a few days before the first session, so you can read their answers and plan the session around them.