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Coaching Intake Form Templates

Whether you're a life coach, business coach, or health and wellness coach, gathering detailed client information at the start of your relationship is essential for delivering personalized, impactful sessions. Our coaching intake form templates help you collect the insights you need to understand your clients' goals, challenges, and expectations from day one.

Who These Templates Are For

These templates are designed for professional coaches across all disciplines—from executive and career coaches to nutrition and fitness coaches. If you work with clients one-on-one or in group settings, these intake forms will help you establish a strong foundation for your coaching relationship.

How Paperform Helps Your Coaching Practice

Paperform's coaching intake templates are fully customizable to match your coaching methodology and brand. Collect comprehensive client histories, assess readiness for change, identify goals and obstacles, and gather health or business information—all in one beautifully designed form.

Integrate payment collection to process coaching packages or deposits upfront. Use conditional logic to ask relevant follow-up questions based on client responses. Enable eSignatures with Papersign for coaching agreements and confidentiality clauses. Set up automated workflows with Stepper to send welcome emails, schedule discovery calls, or trigger client onboarding sequences.

Start building stronger client relationships from the first interaction with professional coaching intake forms that save time and demonstrate your commitment to understanding each client's unique journey.