Life Coaching Discovery Session Scheduler

Transform Your Life with Personalized Coaching

Finding the right life coach starts with understanding where you are today and where you want to be tomorrow. This Life Coaching Discovery Session Scheduler combines appointment booking with a comprehensive intake assessment, giving your coach the insights they need to make your first session truly impactful.

What Makes This Template Perfect for Life Coaches

Instead of juggling separate booking links, intake forms, and assessment questionnaires, this template brings everything together in one seamless experience. Your prospective clients can choose their preferred session time, complete a life wheel assessment to identify which areas need attention, prioritize their goals, and share their coaching style preferences—all before they arrive for their discovery call.

For life coaches, business coaches, wellness coaches, and career coaches, this means you can show up prepared, build instant rapport, and demonstrate your expertise from minute one. No more wasting discovery sessions on surface-level questions.

How It Works

The form guides clients through:

1. Personal information and contact details so you can follow up effectively
2. Appointment scheduling with your available times built right in
3. Life assessment wheel covering key life areas like career, relationships, health, finances, and personal growth
4. Goal prioritization to understand what matters most right now
5. Coaching style preferences so you can tailor your approach
6. Commitment agreement to set expectations and ensure alignment

Automate Your Coaching Intake with Stepper

Once someone books their discovery session, you can use Stepper to automatically add them to your CRM, send calendar invites, deliver pre-session preparation materials, and trigger reminder sequences. You can also route high-priority inquiries differently based on their responses, or automatically schedule follow-up actions for your team.

Why Paperform for Life Coaches

Life coaching is deeply personal work, and your booking experience should reflect that. With Paperform, you can customize the look and feel to match your brand, add video introductions, include testimonials, and create an experience that feels warm and professional—not generic and transactional. The built-in scheduling functionality means no third-party booking tool needed, and the life wheel assessment gives you rich data that most coaches still gather manually.

Whether you're a solo practitioner building your practice or an established coach scaling your business, this template helps you deliver a premium client experience from the very first touchpoint.