Life Coach Discovery Session Request Form

Transform Your Life with Professional Coaching

Ready to take the first step toward meaningful change? This Life Coach Discovery Session Request Form helps potential clients connect with coaches by sharing their current situation, challenges, and goals—all in a structured, thoughtful way that sets the foundation for a powerful coaching relationship.

Why Life Coaches Love This Template

Whether you're building your coaching practice or scaling to serve more clients, this form streamlines your discovery process by collecting essential information upfront. You'll understand each prospect's life area focus, current challenges, desired outcomes, and coaching format preferences before you even meet—allowing you to show up fully prepared and demonstrate your value from the very first conversation.

With Paperform's doc-style editor, you can easily customize this template to reflect your coaching philosophy, add video testimonials, embed your calendar for instant booking, and create a form experience that feels as welcoming and professional as your coaching sessions.

Automate Your Client Journey with Stepper

Once someone submits a discovery request, you can use Stepper to automatically trigger your entire intake workflow: send a personalized welcome email with your coaching philosophy, add them to your CRM with their specific life area tags, schedule follow-up reminders, and even route high-commitment clients to a priority calendar. No manual copying and pasting—just smart automation that lets you focus on what you do best: coaching.

Perfect for Coaches Building Authentic Connections

This template is ideal for life coaches, wellness coaches, career coaches, and transformation specialists who want to attract committed clients and establish trust before the first session. The thoughtful questions help prospects reflect on what they truly want while positioning you as the guide who can help them get there.

With thousands of coaches worldwide trusting Paperform for their client intake, you'll be in good company. Customize the branding, connect your payment processor for paid discovery sessions, and start building deeper relationships with clients who are ready for real change.