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Coaching Client Intake Form Template

Are you a coach looking for a streamlined and comprehensive way to gather information from your clients at the start of your coaching relationship? Look no further than this Coaching Client Intake Form Template!

This template provides an organized structure for gathering all the necessary information from your clients to create an effective and collaborative coaching relationship. With this form, you can collect details about your client’s needs, desired outcomes, and any other information that will inform your coaching session. The form also allows for clients to reflect on their own goals, beliefs, and values, ensuring that the coaching relationship is rooted in self-reflection and meaningful personal growth.

This Coaching Client Intake Form Template is versatile, allowing you to customize it to meet the needs of your client. You can add questions, remove sections, and tailor it to fit the unique needs of each individual client. Ultimately, this template will ensure that each coaching session is well-informed and effective—and that you and your clients get the most out of your coaching relationship.

Coaching Client Intake Form Template

  1. Have you ever worked with a coach before?
  2. What are you looking for in a coaching relationship? How can I best support you as your coach?
  3. What do you love most about your life right now?  In contrast, what parts of your life do you feel are not in alignment and/or need some loving attention?
  4. What lights you up? How do you incorporate this into your life, and how often?
  5. Do the activities that occupy your day (e.g., job, parenting, volunteering) give you a sense of purpose?  Are they in alignment with your values?  Do they bring you joy?
  6. Are there any areas in your life where you feel like you’re playing small?
  7. How do you engage in self-care?  Could you benefit from modifying or increasing your self-care practice?
  8. Are there any areas in your life where you feel like you could benefit from greater spiritual connection or support?
  9. If you could solve one thing in your life with which you are not satisfied by simply snapping your fingers, what would that be?
  10. How do you want to feel at the end of your coaching series?  What does your life look like in three months?  Who have you become?  What dreams have you realized?
  11. Is there anything else I should know before we meet?
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