Life Coaching Client Intake Form Life Coaching Registration Form

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Life Coaching Client Intake Form

A life coaching client intake form is used by life coaches to gain insight into new clients before their first session. The responses provided by the client will help the coach understand their current situation, how they want to change, and what they hope to achieve through the sessions. Using this information, the life coach can customize a plan that meets the client’s needs.

Importance of Using an Intake Form

Requiring life coaching clients to complete an intake form before their first session has the following benefits:

Time efficiency – Getting the info upfront means coaches can focus on solutions in the first session.
Finding the right approach – The coach can adapt their approach and strategy to the needs and tone of the client.
Gauging client commitment – The client’s responses can help the coach determine their level of commitment and willingness.

Sample

Click to Copy Sample Copy to ClipboardLIFE COACHING CLIENT INTAKE FORM

DISCLAIMER: Thank you for your interest in being a client of [LIFE COACH’S NAME] . Information collected about new clients is confidential and will be treated accordingly.

CLIENT INFORMATIONClient Name: _____________________

Address: __________________________________________

Phone: _____________________ E-Mail: _____________________

Date of Birth: _____________________ Marital Status: _____________________

How did you hear about us? _____________________________________________

SELF-ASSESSMENTSelect the appropriate checkbox to indicate your agreement with each of the following statements:

I am optimistic.