Executive Wellness Coaching Intake Form

Transform Executive Performance Through Holistic Wellness

Burnout, chronic stress, and declining health are epidemic among today's executives. This Executive Wellness Coaching Intake Form helps wellness coaches, health practitioners, and corporate wellbeing programs gather the critical baseline data needed to design personalized coaching programs for high-performing leaders.

Why This Template Is Essential for Executive Wellness Coaching

Executive clients face unique challenges—relentless schedules, high-stakes decision-making, travel demands, and the pressure to perform while maintaining work-life integration. This intake form is specifically designed to capture the full picture of an executive's current wellbeing state, from physiological health markers and fitness capacity to stress patterns, nutrition habits, and leadership performance goals.

Rather than treating wellness as a checkbox exercise, this template helps coaches conduct a thorough discovery process that uncovers the real barriers to executive health—whether that's chronic stress, poor sleep, inconsistent nutrition, or lack of recovery time. The form captures quantitative metrics alongside qualitative insights, giving you the data foundation to create evidence-based coaching plans that deliver measurable results.

Perfect for Wellness Coaches, Corporate Programs, and Health Practitioners

This form template is ideal for:

• Executive and leadership coaches offering wellness, performance, or burnout prevention coaching
• Corporate wellness programs onboarding C-suite and senior leadership participants
• Health coaches and nutritionists working with time-constrained professionals
• Functional medicine practitioners treating executive clients
• Mental performance coaches supporting high-stress leadership roles
• HR and benefits teams running executive health initiatives

Whether you're an independent wellness coach building your practice or part of a corporate wellbeing team, this intake form positions you as a strategic partner in executive performance—not just another wellness vendor.

What Makes This Template Different

Unlike generic health questionnaires, this intake form addresses the specific realities of executive life:

• Stress assessment that goes beyond "Do you feel stressed?" to understand work patterns, recovery capacity, and stress triggers
• Exercise capacity evaluation that accounts for travel schedules, time constraints, and current fitness baselines
• Nutrition and energy tracking designed for executives who eat on the run, travel frequently, or work irregular hours
• Executive-specific wellbeing goals that connect health outcomes to leadership performance, decision quality, and sustainable success
• Holistic health metrics including sleep quality, energy levels, mental clarity, and resilience markers

The form uses conditional logic to adapt based on responses, ensuring you gather deeper insights where needed without overwhelming every client with unnecessary questions. This creates a streamlined, professional intake experience that respects executive time while capturing comprehensive data.

Seamless Integration Into Your Coaching Workflow

Built on Paperform, this template does more than collect information—it integrates directly into your coaching business operations:

• Brand customization: Apply your coaching brand colors, fonts, and imagery to create a premium first impression that matches your positioning
• Smart conditional logic: Show follow-up questions based on stress levels, health concerns, or specific goals to personalize the intake experience
• Instant notifications: Get alerts when new executive clients complete their intake so you can begin preparation immediately
• CRM integration: Automatically send intake data to HubSpot, Pipedrive, or your coaching CRM to keep client records centralized
• Secure data handling: SOC 2 Type II compliance and data residency controls ensure sensitive health information stays protected
• Payment collection: Add optional payment fields to collect coaching deposits or program fees during intake

Once a client submits their intake form, you can use Stepper (stepper.io) to automate your onboarding workflow—send a welcome email sequence, schedule their strategy session, create their client folder in Google Drive or Notion, and add them to your calendar booking system, all without manual work.

Automate Follow-Up and Coaching Delivery

The intake form is just the beginning. After submission, you can:

• Trigger personalized welcome sequences based on their primary wellness goals (stress reduction, energy optimization, fitness building, etc.)
• Send pre-session preparation materials including habit trackers, food logs, or movement assessments
• Schedule initial coaching sessions using Paperform's built-in appointment scheduling
• Generate health summary reports using AI Insights to identify patterns and priority areas across your executive client base
• Route high-priority cases to specific coaches or specialists if you're part of a larger wellness team

For coaches who also offer coaching agreements or consent forms, you can seamlessly connect this intake form to Papersign (papersign.com) to send professional eSignature documents immediately after intake completion, keeping the entire onboarding process smooth and automated.

Optimized for Executive Experience

Executives value efficiency, professionalism, and clarity. This form delivers:

• Mobile-optimized design so busy leaders can complete intake from their phone between meetings
• Progress indication so they know how long the process will take
• Save and resume functionality allowing them to complete the form across multiple sessions if needed
• Clean, uncluttered layout that feels premium and purposeful, not clinical or overwhelming

The tone is professional but warm, acknowledging the demands of executive life while making it clear that investing in wellness is a strategic leadership decision, not a luxury.

Industry-Proven Results

Wellness coaching is one of the fastest-growing segments in the professional coaching industry, with executive wellness programs showing measurable ROI through reduced absenteeism, improved decision-making, better stress resilience, and higher leadership engagement. By using a comprehensive intake process, coaches can:

• Demonstrate professionalism and expertise from the first touchpoint
• Establish credibility with data-driven assessment
• Create personalized programs based on actual client needs, not assumptions
• Track progress against clear baseline metrics
• Justify premium coaching fees through thorough discovery and customization

This template gives you the foundation to deliver that level of strategic, high-impact coaching from day one.

Get Started in Minutes

Unlike building a custom intake form from scratch—which can take hours of writing questions, setting up logic, and testing workflows—this template is ready to customize and deploy immediately. Simply adjust the branding, add any specialized questions relevant to your coaching methodology, and share the link with new clients.

Whether you're onboarding one executive client or rolling out a corporate wellness program to dozens of leaders, this form template scales with your business while maintaining a premium, personalized experience for every participant.

Ready to elevate your executive wellness coaching practice? Paperform's Executive Wellness Coaching Intake Form combines professional design, smart automation, and seamless integrations to help you deliver transformational coaching that high-performing leaders deserve.

Trusted by wellness coaches and corporate programs worldwide, this template is SOC 2 Type II compliant and designed for coaches who want to spend less time on admin and more time delivering life-changing results.