Addiction Recovery Coach Intake Form
About this free form template

Start Your Recovery Journey with Compassionate Support

Taking the first step toward recovery is brave, and having the right coach by your side can make all the difference. This Addiction Recovery Coach Intake Form helps recovery coaches gather the essential information needed to create a personalized support plan that honors where you are and guides you toward where you want to be.

Whether you're just beginning your recovery journey, returning after a relapse, or looking to strengthen your sobriety, this form creates space for honest conversation about your history, challenges, goals, and the unique support you need.

Built for Recovery Professionals Who Care

Designed specifically for addiction recovery coaches, life coaches specializing in recovery, and peer support specialists, this template collects comprehensive client information while maintaining a warm, non-judgmental tone. The form covers substance use history, current sobriety status, past treatment experiences, identified triggers, existing support networks, daily routines, co-occurring mental health conditions, and specific recovery goals.

With Paperform, you can customize this intake form to match your coaching practice's brand and approach. Adjust questions to align with your specific methodology—whether you focus on 12-step programs, harm reduction, holistic wellness, or faith-based recovery. The doc-style editor makes it easy to add your logo, adjust language, and include resources or affirmations that reflect your coaching philosophy.

Streamline Your Coaching Practice with Smart Automation

Beyond collecting information, this form integrates seamlessly into your coaching workflow. Use conditional logic to tailor follow-up questions based on responses—for example, asking about previous relapses only if relevant, or diving deeper into specific substances. Connect submissions to your CRM, send personalized welcome emails with resource links, and trigger calendar invites for first sessions.

With Stepper automation, you can create workflows that send pre-session check-ins, track client progress over time, and ensure nothing falls through the cracks during critical early recovery stages. For coaches who require signed agreements or consent forms, Papersign lets you gather eSignatures on confidentiality agreements and coaching contracts immediately after intake.

Recovery coaching requires deep trust and clear communication. With Paperform's secure, SOC 2 Type II compliant platform, you can collect sensitive client information with confidence, knowing it's protected at every step. This form helps you focus on what matters most—supporting your clients on their path to lasting recovery.

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