Decision-Making Coaching Intake Form

Making big decisions can feel overwhelming—whether you're choosing a career path, weighing a major investment, or navigating a personal crossroads. This Decision-Making Coaching Intake Form helps decision-making coaches gather the right context upfront so you can guide clients toward clarity, confidence, and action.

Built for life coaches, business coaches, and career advisors who specialize in helping people get unstuck, this template captures everything from the immediate dilemma to deeper patterns around analysis paralysis, values alignment, and past decision-making history. By understanding how your client has made choices before—and where they tend to get stuck—you can tailor your coaching approach from the very first session.

Paperform makes it easy to create an intake experience that feels thoughtful and professional. Use conditional logic to reveal follow-up questions based on how someone describes their decision style, add open-ended text fields for reflection, and customize the design to match your coaching brand. Once submitted, responses flow straight into your CRM, project tools, or a dedicated Stepper workflow that kicks off your onboarding sequence—scheduling a discovery call, sending a welcome packet, or prepping session notes automatically.

For coaches who want to go further, pair this form with Papersign to collect signed coaching agreements or consent forms right after intake, keeping everything connected and audit-ready. Whether you're an independent coach building your practice or part of a wellness collective, this template helps you deliver a seamless, insight-rich onboarding experience that sets the tone for transformational work.