Life Coaching Service Intake Form

Transform Your Coaching Practice with a Professional Intake Form

Starting a life coaching relationship with clarity and structure sets the foundation for real transformation. This Life Coaching Service Intake Form template helps coaches gather essential information about new clients' goals, challenges, and commitment levels before the first session—creating a roadmap for meaningful progress from day one.

Built for Life Coaches Who Value Depth

Whether you're a life coach, business coach, wellness coach, or career coach, understanding your client's starting point is everything. This intake form goes beyond basic contact details to explore focus areas (career, relationships, health, personal growth), current obstacles, desired outcomes, and readiness to commit—giving you the insights you need to tailor your approach and demonstrate value immediately.

With Paperform's doc-style editor, you can customize every question to match your coaching philosophy and brand voice. Add your logo, adjust colors to match your website, include video introductions, and create an intake experience that feels personal and professional from the first interaction.

From Intake to Action with Built-In Workflows

Once a client submits their intake form, Stepper (stepper.io) can automatically trigger your onboarding workflow: send a welcome email sequence, create a client folder in Google Drive, add them to your CRM with their focus areas tagged, schedule their first session, and send a pre-session questionnaire—all without lifting a finger.

Need clients to sign coaching agreements or consent forms? Use Papersign (papersign.com) to automatically send contracts for eSignature immediately after intake, keeping everything linked and creating a clean paper trail for your practice.

Why Coaches Choose Paperform

With native integrations to scheduling tools, payment processors (take deposits or full session payments upfront), and CRMs, plus conditional logic to tailor questions based on focus areas, Paperform gives you a complete client intake system that works the way you do. Trusted by thousands of coaches worldwide, it's the friendly, flexible platform that grows with your practice.