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Life Coaching Intake Form Template

Are you a life coach looking to streamline your onboarding process? Our life coaching intake form template is the perfect solution for you.

This comprehensive template is designed to help you get to know your clients better and gain a deeper understanding of their goals and motivations. It includes fields for basic personal information, past experiences, current challenges, personal goals, and more.

The form allows your clients to provide all the necessary information in one place, saving you both time and energy. Once submitted, the form will provide you with a detailed overview of your client’s needs and expectations. This will help you to create a tailored coaching plan that is tailored to their individual needs.

This form also includes a space where your clients can provide any additional information that you need to know. With this form, you won’t have to worry about missing any important details.

Easily integrated into your existing workflow, our life coaching intake form template can help you to save time and ensure that your clients have a smooth onboarding experience.

Life Coaching Intake Form Template

  1. First + Last Name
  2. Full Mailing Address
  3. Phone Number
  4. Date of Birth
  5. Marital Status
  6. What changes would you like to see in your life?
  7. What are 2-4 obstacles you feel are hindering you from to making those changes? (confidence, self-doubt, negative self talk, etc)
  8. On a scale of 1 to 5, with 5 high how would you rate your current stress level?
  9. What is causing you stress?
  10. On a scale of 1 to 5 with 5 high, how would you rate your current happiness level?
  11. What makes you the most happy in your life currently?
  12. What has been your biggest success in your life thus far? How did you achieve it?
  13. What do you value most in your life right now?
  14. What are the 1 - 3 most important goals you’d like to accomplish as we work together over the next 6 - 12 months? Please be specific.
  15. What, if anything, is likely to prevent you from accomplishing any of these goals?
  16. What’s the most important thing you need from me as your coach?
  17. Is there anything else I should know?
  18. How did you hear about us?
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