About this template
The Life Coach Intake Form is an essential tool for establishing a professional foundation with new clients. By collecting comprehensive background information, personal and professional goals, and current health status, coaches can tailor their sessions to meet the specific needs of each individual. This template helps you move beyond basic contact details to understand what truly motivates your clients and what obstacles they are currently facing.
Using Doc2Form to deploy this template allows you to centralize your client data directly into your Google Drive environment. This ensures that you have a secure, organized, and easily accessible record of every client's journey from the very first session. Whether you are a solo practitioner or part of a larger wellness practice, this form helps you maintain consistency, build trust, and track progress effectively over time.
Key features
- Comprehensive sections for personal, professional, and health-related goals.
- Easy-to-read layout that helps clients reflect on their motivations.
- Integrated fields for tracking commitment levels and expectations.
- Seamless data collection directly into Google Sheets for easy analysis.
- Fully customizable to match your unique coaching style and branding.
Use cases
- New client onboarding for life and wellness coaches.
- Gathering pre-session reflections to maximize coaching time.
- Assessing client readiness for intensive coaching programs.
- Documenting client history for long-term progress tracking.
What this form collects
- Full Name (Short answer)Please provide your legal name.
- Email Address (Short answer)Where should we send your session summaries and resources?
- What are your primary personal goals? (Paragraph)Describe what you want to change or achieve in your personal life.
- What are your primary professional goals? (Paragraph)Focus on your career, business, or educational aspirations.
- How committed are you to achieving these goals? (Linear scale)1 = Just exploring, 5 = Fully ready to take action.
- Are there any health conditions I should be aware of? (Paragraph)Please provide details if you feel comfortable sharing.
- What motivates you most in life? (Paragraph)Share what drives you and keeps you going.
- What are your expectations for our coaching relationship? (Paragraph)Do you prefer direct feedback, gentle guidance, or accountability?
FAQ
How do I customize this form for my coaching niche?
Once you open the template in Google Forms, you can easily add, delete, or reorder questions to better suit your specific coaching methodology.
Where is the data stored?
All responses are collected and stored in your own Google Drive, giving you full control over your client data.
Can I use this for health coaching?
Yes, the template includes sections for health and medication status, making it highly adaptable for health and wellness professionals.
Is this form mobile-friendly?
Google Forms are natively responsive, meaning your clients can fill out their intake information easily from any smartphone, tablet, or computer.
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.