User Generated Form

New Mindset Coaching Client Intake Form

Are you a professional coach looking to simplify the process of client intake? Look no further! Our New Mindset Coaching Client Intake Form will help you quickly and effectively gather the information you need to onboard new clients.

This comprehensive form helps ensure that you have all the necessary information to provide the best possible service to your clients. It covers topics such as current challenges, expectations, and coaching goals, as well as areas like lifestyle and nutrition.

It also includes a section for clients to provide their personal story, allowing them to share their experiences and how they got to where they are today. This helps coaches to understand their clients better and identify areas to focus on during their coaching sessions.

The New Mindset Coaching Client Intake Form is easy to use and navigate, and allows you to easily capture all the necessary information to get started. Clients can fill out the form on their own, without any additional help from you. It's an efficient way to get the information you need to make sure that your clients are well taken care of.

By using this form, you can rest assured that all the necessary information is gathered in one place and you'll be able to use it to make the best decisions for your clients. Get started today and streamline your client intake process with the New Mindset Coaching Client Intake Form!

New Mindset Coaching Client Intake Form

  1. Date of Birth:
  2. Phone Number:
  3. Marriage Status:
  4. Occupation/Employer:
  5. If you have children, please include ages.
  6. What frequency would you like to meet?
  7. Have you previously seen a counselor or coach before? If yes, please provide a brief description why.
  8. Are you currently seeking treatment for any medical issues/concerns?
  9. Why do you want coaching?  Be as specific as possible. Example: “I want to start an exercise program to gain more energy and to lose 30 pounds.”  
  10. What are the most important things (good and bad) happening in your life right now?
  11. In what ways would you like your life to be different one year from now? Be specific.
  12. What is getting in the way of these goals?
  13. How might you sabotage yourself as you work toward your goals, or how might you sabotage me as your coach?
  14. List at least three things you procrastinate at -- the things that you’ve been putting off.
  15. What, if any, are your concerns about coaching?
  16. Rate the level of stress in your life currently (1 being low and 5 being maxed out)
  17. What are some of your primary stressors currently?
  18. Why did you select me as a coach?
  19. What would you like me to do if you get behind in progress toward your goals?
  20. How do you like to be supported or held accountable?
  21. What else would you like me to know about you?
Try Practice for free

Related Forms

No items found.