Life Coaching New Client Intake Form

Starting your life coaching journey with a new client? This Life Coaching New Client Intake Form is designed to help you gather the essential information you need to build a transformational coaching relationship from day one.

Whether you're a solo life coach or part of a larger coaching practice, this template streamlines your onboarding process with a thoughtfully structured intake that covers everything from personal background and current life satisfaction to deeper values clarification and goal-setting exercises. The built-in life wheel assessment gives you immediate visual insight into which areas of your client's life need the most attention, while the goal-setting section helps establish clear, actionable objectives for your coaching engagement.

What makes this template perfect for life coaches:

The form guides clients through a reflective journey before your first session, helping them arrive prepared and self-aware. You'll capture not just demographics and contact details, but the why behind their coaching journey—their values, aspirations, obstacles, and what success truly means to them. This depth of insight allows you to tailor your coaching approach from session one.

The life wheel assessment (covering areas like career, relationships, health, personal growth, finances, and more) provides a powerful visual baseline you can revisit throughout the coaching relationship to track progress. Meanwhile, the scheduling preferences section makes it easy to coordinate sessions that fit both your calendars.

Automate your coaching workflows with Stepper:

Once a client submits their intake form, you can use Stepper to automatically send a welcome email, create a client folder in Google Drive or Notion, add them to your CRM, schedule a kickoff call, and even generate a personalized coaching agreement using Papersign for eSignature—all without lifting a finger. This means you spend less time on admin and more time coaching.

Perfect for life coaches, career coaches, wellness coaches, and transformational coaches who want to deliver a professional, branded onboarding experience that sets the tone for meaningful client relationships. With Paperform's flexible design options, you can make this form feel uniquely yours while capturing the deep insights that make your coaching truly impactful.