Habit Change Coaching Intake Form

Transform your habit coaching practice with a comprehensive intake process

Building lasting habits requires more than willpower—it demands a deep understanding of your client's patterns, environment, and readiness for change. This Habit Change Coaching Intake Form gives life coaches, health coaches, and wellness practitioners everything they need to create personalized habit transformation plans from day one.

Why this intake form works

Unlike generic coaching forms, this template is specifically designed around the science of behavior change. You'll capture not just what habits your clients want to change, but why past attempts failed, what environmental factors support or sabotage their progress, and where their motivation truly sits on the readiness scale.

The form walks clients through a structured habit inventory, helping them articulate their current routines, identify keystone habits, and recognize patterns they may not have consciously noticed. You'll also gather critical context about their support systems, living environment, work schedule, and lifestyle factors that will inform your coaching strategy.

Streamline onboarding and start coaching faster

With Paperform, you can brand this intake form to match your coaching practice perfectly—no developer needed. Embed it on your website, send it as a booking confirmation, or share it via your favorite scheduling tool. Conditional logic ensures clients only see relevant follow-up questions based on their answers, creating a personalized experience that respects their time.

Once submitted, responses flow directly into your CRM, Google Sheets, or project management tool via native integrations. Or use Stepper to automatically create client folders, send welcome sequences, schedule your first session, and trigger your onboarding workflow—all without lifting a finger.

Built for coaches who care about results

Whether you're helping clients quit smoking, establish morning routines, improve sleep hygiene, or build consistent exercise habits, this form gives you the foundational insights needed to design evidence-based interventions. You'll understand their intrinsic and extrinsic motivators, identify potential obstacles before they become roadblocks, and collaborate on realistic timelines that honor where they are right now.

This template is trusted by life coaches, wellness coaches, health coaches, and behavior change specialists who know that sustainable transformation starts with truly understanding the person in front of you. It's SOC 2 Type II compliant, mobile-optimized, and designed to make your clients feel heard from the very first question.

Start each coaching relationship with clarity, empathy, and a roadmap for real change.