About this template
The Discovery Intake form is an essential tool for life coaches, therapists, and wellness practitioners preparing for initial client sessions. This comprehensive questionnaire guides new clients through a holistic review of their life domains—including career, finances, physical health, relationships, recreation, and personal growth—while establishing clear, self-selected treatment goals.
By gathering detailed background information, preferred communication methods, past therapeutic experiences, and specific focus areas before the first session, practitioners can maximize their time together and tailor their approach from day one. Clients benefit from a structured, reflective process that helps them articulate their needs and visualize their desired outcomes.
With Doc2Form, you can instantly turn this structured intake process into a customized Google Form, making it effortless to securely collect and organize new client data in your preferred workspace.
Key features
- Comprehensive life domain satisfaction assessment across 8 key areas
- Collects contact details, cultural considerations, and preferred contact methods
- Identifies top self-selected goals for therapy or coaching
- Captures prior mental health, psychiatric, and therapeutic history
- Streamlines new client onboarding into a single digital workflow
Use cases
- Initial intake for private practice therapists and counselors
- New client onboarding for certified life and wellness coaches
- Holistic health and lifestyle coaching discovery sessions
- Pre-session assessments for personal development programs
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Legal Name (Short answer)If different from your preferred name.
- Pronouns (Short answer)e.g., she/her, they/them, he/him
- Date of Birth (Date)Format: MM/DD/YYYY
- Residential Address (Paragraph)Street address, city, state, and ZIP code.
- Phone Number (Short answer)Best number to reach you.
- Email Address (Short answer)Where we can send session details and resources.
- Preferred Contact Method (Multiple choice)How do you prefer we communicate between sessions?
- Cultural Considerations (Paragraph)Share any cultural, religious, or background details you'd like your practitioner to be aware of.
- Referral Source (Short answer)How did you hear about us?
- Meeting Location Preference (Multiple choice)Do you prefer virtual sessions or in-person meetings?
- Finances / Money (Linear scale)1 = Very Unsatisfied, 5 = Highly Satisfied
- Work / Career (Linear scale)1 = Very Unsatisfied, 5 = Highly Satisfied
- Lifestyle & Home Environment (Linear scale)1 = Very Unsatisfied, 5 = Highly Satisfied
- Physical Health, Sleep, & Nutrition (Linear scale)1 = Very Unsatisfied, 5 = Highly Satisfied
- Mental & Emotional Wellbeing (Linear scale)1 = Very Unsatisfied, 5 = Highly Satisfied
- Relationships & Community (Linear scale)1 = Very Unsatisfied, 5 = Highly Satisfied
- Personal Development & Creativity (Linear scale)1 = Very Unsatisfied, 5 = Highly Satisfied
- Spirituality & Purpose (Linear scale)1 = Very Unsatisfied, 5 = Highly Satisfied
- Primary Reason for Seeking Therapy or Coaching (Paragraph)What main challenges or transitions prompt you to seek support right now?
- Top Goal 1 (Short answer)What is your #1 primary objective for our work together?
- Top Goal 2 (Short answer)What is your second key objective?
- Top Goal 3 (Short answer)What is your third key objective?
- Prior Therapist or Coach Experience (Multiple choice)Have you worked with a professional coach or therapist before?
- Psychiatric Care & Medication Status (Multiple choice)Are you currently seeing a psychiatrist or taking any prescribed medications for mental health?
- History Details (Paragraph)Please share any relevant details regarding past therapy, psychiatric care, or diagnoses that would help us support you.
- Additional Information (Paragraph)Anything else you would like your practitioner to know before your first session?
FAQ
How do I use this template with my clients?
Simply click to convert this template into a Google Form using Doc2Form. Once generated, you can share the Google Form link directly with new clients to complete prior to their first session.
Can I customize the life domains or satisfaction categories?
Yes! Because the form lives directly in your Google Drive, you have full control to add, remove, or edit any questions, categories, or options to fit your specific practice.
Is this form suitable for both coaching and therapy?
Yes, the template is designed with flexible language that accommodates licensed therapists, counselors, and professional life coaches alike.
Where do client responses go?
All submissions are automatically saved in a connected Google Sheets spreadsheet tied to your Google Form, keeping your intake records organized and secure.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.