Life coaching intake form template
This five-step life coaching intake form asks the area of life, the main goal, the preferred session frequency and more about the client’s goals, followed by the contact details. Clone it into your Growform account and add coaching packages.
What the form asks, step by step
Three quick choices frame the coaching conversation, and a written answer on step four gives the coach the client’s own words.
-
Step 1: “What area of life would you like coaching in?”
Career, personal growth, wellness or relationships tells you whether you are the right coach.
-
Step 2: “What is your main goal for life coaching?”
Clarity, balance, fitness or confidence becomes the theme of the first session.
-
Step 3: “How often would you prefer your coaching sessions?”
Weekly to quarterly sessions point to the package that fits.
-
Step 4: “Please tell us more about your life coaching goals”
Clients explain in their own words why they are reaching out now.
-
Step 5: “How shall we contact you?”
Name, email and phone come last.
-
After submitting
The thank-you message is a good place to link to your scheduling page for a discovery call.
Who it’s for
Life coaches, wellness coaches and small coaching practices use this template before a discovery call. The first three answers tell you whether the client’s focus matches your practice, and the written goals give you something specific to open the call with. As a life coach questionnaire at the inquiry stage, it stays short enough for someone who is still deciding whether coaching is for them. For a wider range of coaching types, see the coaching inquiry form.
Why this structure converts
- The form starts with the part of life the client wants to change, which is the reason they came to your site.
- Session frequency is asked before price comes up, so the reply can recommend one package rather than list them all.
- The open question comes after three easy taps, when the client is ready to write.
14-day free trial, no credit card
Make it yours
-
Add a readiness question
Ask how soon the client wants to start, from this week to just exploring, so you can prioritize discovery calls.
-
Link to your calendar
Redirect to your booking page after submission so the client can pick a discovery call slot immediately.
-
Use your own focus areas
Replace the four areas with your niches, such as leadership, parenting or life after divorce.
Send every lead where your team works
Frequently asked questions
What questions should a life coaching questionnaire include?
At the inquiry stage it should ask the area of life, the main goal, the preferred rhythm of sessions and a short written description. Deeper assessment questions belong in your onboarding questionnaire after the client signs up.
Is this the same as a coaching agreement?
No. It is an intake form for new inquiries. Your agreement and payment terms follow after the discovery call.
Where do new client inquiries go?
They arrive by email and can be sent to HoneyBook, Dubsado, Keap or a Google Sheet through Growform’s integrations.
What happens next?
-
Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
Start your free trial
Build multi-step forms just like this one. 14-day free trial, no credit card required.