Dating & Relationship Coaching Intake Form

Dating & Relationship Coaching Intake Form Template

Starting your journey with a dating or relationship coach is a meaningful step toward building healthier, more fulfilling connections. This Dating & Relationship Coaching Intake Form helps your coach understand your unique relationship history, current challenges, attachment patterns, and what you're truly looking for in a partner—so they can create a personalized coaching plan that resonates with your goals.

Whether you're navigating the modern dating landscape, healing from past relationships, or wanting to improve communication in your current partnership, this intake form sets the foundation for transformative coaching work.

Why dating and relationship coaches love this template

Paperform makes it easy for coaches, therapists, and relationship experts to collect detailed client information in a warm, approachable format that feels more like a conversation than a clinical questionnaire. This template is specifically designed for:

• Life coaches specializing in relationships and dating
• Relationship coaches working with singles or couples
• Dating coaches helping clients find compatible partners
• Therapists and counselors offering relationship-focused services
• Wellness coaches integrating emotional health and relationships

What this intake form captures

This template goes beyond basic contact information to explore:

• Relationship history: Past partnerships, relationship length, and lessons learned
• Dating patterns: How clients typically meet partners, common relationship dynamics, and recurring challenges
• Attachment style assessment: Understanding anxious, avoidant, secure, or disorganized attachment tendencies
• Ideal partner criteria: Values, qualities, and deal-breakers that matter most
• Communication goals: What clients want to improve in how they express needs, set boundaries, and connect with others
• Current situation: Whether single, dating, in a relationship, or navigating a transition
• Coaching expectations: What success looks like and how ready they are for change

This depth of information allows you to start your first session with real insight, rather than spending valuable coaching time gathering background details.

Beautiful, on-brand forms that build trust

First impressions matter—especially in the vulnerable space of relationship coaching. With Paperform's doc-style editor, you can create intake forms that reflect your coaching brand: choose calming colors, add your logo, include thoughtful images or video intros, and write questions in your authentic voice.

Clients can complete the form at their own pace, revisit questions, and feel truly seen before your first conversation. The experience feels less like paperwork and more like the beginning of a supportive relationship.

Seamlessly connect your coaching workflow

Once a client submits their intake form, Paperform helps you automate what happens next:

• Send personalized welcome emails with session prep materials or self-reflection exercises
• Sync responses to your CRM like HubSpot, Pipedrive, or a Google Sheet to keep client records organized
• Schedule your first session using Paperform's built-in appointment booking
• Collect coaching fees or deposits through Stripe, PayPal, or Square—right in the same form
• Trigger workflows with Stepper to automatically create client folders, send reminders, or update your project management tools

This means less admin juggling and more time for the coaching work you love.

Use conditional logic for a personalized experience

Not every client's journey looks the same. Use Paperform's conditional logic to tailor questions based on their answers:

• Ask different follow-up questions for clients who are single versus those in relationships
• Show attachment-style resources based on their self-assessment
• Display specific goal-setting questions depending on whether they're focused on dating confidence, communication skills, or healing from past trauma

This creates a more intuitive, relevant experience that respects each client's unique path.

Add eSignatures with Papersign

If you require clients to sign coaching agreements, confidentiality forms, or consent documents, you can use Papersign to turn intake submissions into legally binding eSignature requests. Everything stays connected to the original form, creating a clean audit trail and a seamless onboarding experience.

Automate follow-ups with Stepper

After intake, there's often a sequence of steps: booking confirmation, pre-session homework, payment reminders, or check-ins between sessions. With Stepper, your AI-native workflow builder, you can automate these touchpoints based on intake responses—keeping clients engaged and supported without manual follow-up work.

Built for modern coaching businesses

This template is trusted by relationship coaches, therapists, and wellness professionals who need:

• Professional, GDPR-compliant data collection to protect client privacy
• Mobile-friendly forms clients can complete from anywhere
• Payment integration to collect session fees or package deposits upfront
• Flexible branding that aligns with your coaching philosophy and aesthetic
• Real-time notifications so you're alerted the moment a new client completes intake

Paperform's platform is SOC 2 Type II compliant and designed for growing coaching practices that care about client experience, data security, and streamlined operations.

Who this form is perfect for

This intake template is ideal for:

• Solo relationship coaches building or scaling their practice
• Coaching agencies managing multiple clients and coaches
• Therapists and counselors adding structured intake to their process
• Online course creators offering relationship coaching as part of a program
• Matchmakers and dating consultants who need to understand client preferences deeply

Start building deeper client relationships today

With Paperform, you get more than a form builder—you get a complete platform for payments, scheduling, eSignatures, and automation that grows with your coaching business. This Dating & Relationship Coaching Intake Form is just one of over 30,000 templates designed to help small businesses and independent professionals deliver exceptional client experiences from the very first interaction.

Whether you're launching your coaching practice or refining your intake process, Paperform gives you the tools to show up professionally, stay organized, and focus on what you do best: helping people build the meaningful relationships they deserve.