About this template
A life coach assessment form is an essential questionnaire used by coaches to understand a new client's aspirations, current roadblocks, and readiness for personal growth. Whether you run an independent coaching practice or a wellness consultancy, this free Life Coach Assessment Form template helps you streamline your intake process and gather vital background information before your first discovery call.
Instead of unstructured back-and-forth emails, use this template to collect structured insights into your client's primary focus areas, life satisfaction levels, and commitment to making real changes. By understanding their mindset and goals early on, you can tailor your coaching packages, set clear expectations, and design a personalized roadmap for their success.
Key features
- Collect client goals and primary focus areas in one organized submission.
- Assess current life satisfaction and motivation levels using intuitive scales.
- Identify core barriers and roadblocks before your first session.
- Understand preferred communication styles and scheduling preferences.
- Easily shareable via a simple link or embedded directly on your coaching website.
Use cases
Onboarding new 1-on-1 coaching clients before initial strategy sessions.
Pre-qualifying prospective clients during a discovery or consultation…
Pre-qualifying prospective clients during a discovery or consultation phase.
Evaluating client progress and shifting mindsets during long-term coa…
Evaluating client progress and shifting mindsets during long-term coaching engagements.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where can we send your session notes and scheduling links?
- Phone Number (Short answer)Include country code if outside the US.
- Coaching Goals / Focus Areas (Paragraph)What are the top 2-3 outcomes you hope to achieve through coaching?
- Current Challenges / Barriers (Paragraph)What obstacles are currently standing in your way?
- Change Commitment Level (Multiple choice)How committed are you to putting in the necessary work and making changes right now?
- Life Satisfaction Level (Linear scale)Rate your overall satisfaction with your current life situation.
- Motivation Level (Linear scale)Rate your current drive to reach your goals.
- Preferred Communication Method (Dropdown)How do you prefer to communicate between scheduled sessions?
- Additional Information for Coach (Paragraph)Share anything else you'd like your coach to know before your first session.
FAQ
How do I share this assessment form with my clients?
Once you convert this template to Google Forms, you can share the link directly via email, text, or social media, or embed it right on your website.
Can I customize the questions on this template?
Yes! You have full control in Google Forms to add, remove, or edit any questions to match your unique coaching methodology.
Is this assessment form template mobile-friendly?
Google Forms automatically formats your assessment so clients can easily complete it from their smartphones, tablets, or computers.
Where do the client responses go?
All client answers are saved instantly in a linked Google Sheet, allowing you to review their goals and challenges before every session.
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.