Supporting someone through grief is one of the most meaningful services a coach can provide. This Life After Loss Coaching Intake Form template helps grief counselors, life coaches, and bereavement specialists gather essential background information while treating each client's unique journey with care and sensitivity.

Built for coaches working with individuals navigating loss, this form collects information about the type of bereavement, current grief stage, relationship to the deceased, and personal goals for healing and forward movement. Whether you're a dedicated grief coach, life coach expanding into bereavement support, or a therapist offering specialized programs, this template creates a thoughtful foundation for your coaching relationship.

The form guides clients through questions about their loss experience, current emotional landscape, meaning-making process, and hopes for the future—all while maintaining a warm, non-clinical tone. Coaches can understand how clients are processing grief, what support they need most, and where they hope to be in their healing journey.

Using Paperform, you can easily customize this template to match your coaching style and brand. Adjust questions to fit your specific methodology, add conditional logic to personalize the experience based on loss type, and include your intake policies or preliminary questionnaires. The form integrates seamlessly with your scheduling tools, CRM, or client management systems to streamline your intake workflow.

For coaches who want to extend their support beyond the intake, connect this form to Stepper (stepper.io) to automatically trigger personalized welcome sequences, send resources tailored to grief stages, or schedule follow-up check-ins. You can create workflows that honor each client's timeline while maintaining consistent, caring touchpoints throughout their journey.