Grief and Loss Coaching Intake Form

Navigating grief and loss is one of life's most difficult journeys, and having the right support can make all the difference. This Grief and Loss Coaching Intake Form template is designed for life coaches, therapists, and grief counselors who want to gather sensitive client information with compassion and care.

The form walks clients through their unique grief experience, capturing details about their loss, current emotional state, existing support systems, and coping strategies. It also explores their hopes for healing and any relevant mental health background—all essential information for creating a personalized coaching plan that meets them exactly where they are.

Built with Paperform, this template offers a gentle, document-style layout that feels more like a conversation than a clinical questionnaire. You can easily customize the questions, adjust the tone to match your coaching style, and use conditional logic to show follow-up questions based on client responses. The soft, calming design helps create a safe space for clients to open up during this vulnerable stage.

Once submitted, the form can trigger automated workflows through Stepper to send welcome emails, schedule initial sessions, share resources, or add clients to your CRM—helping you provide timely support without manual admin work. If you need signed consent or coaching agreements, Papersign lets you collect secure eSignatures as part of your onboarding process.

Whether you specialize in bereavement, life transitions, or holistic wellness, this intake form gives you the foundation to begin meaningful coaching relationships with empathy and professionalism. Trusted by coaches and counselors who understand that the right intake process sets the tone for healing.