Life Optimization Coaching Intake Form

Transform Your Coaching Practice with a Structured Intake Process

Life optimization coaching requires a deep understanding of where your clients are now and where they want to go. This Life Optimization Coaching Intake Form helps you gather critical information about your clients' current life systems, efficiency goals, effectiveness metrics, and peak performance aspirations—all before your first session.

Built specifically for life, business, and health coaches who focus on optimization and peak performance, this template captures the multidimensional aspects of a client's life. From identifying leverage points to understanding their definition of an optimized life, you'll have everything you need to create a personalized coaching roadmap.

Why Life Optimization Coaches Choose Paperform

Professional client experience: Create an on-brand intake form that reflects your coaching methodology and sets the tone for a high-performance relationship. Customize fonts, colors, and layouts to match your coaching brand perfectly.

Conditional logic for deeper insights: Use smart branching to ask follow-up questions based on client responses, ensuring you gather relevant information without overwhelming them with irrelevant questions.

Seamless workflow automation: Connect this form to your CRM, calendar, or project management tools using Stepper to automatically create client profiles, schedule discovery sessions, and trigger welcome sequences—no manual data entry required.

Secure client data: SOC 2 Type II compliance ensures your clients' sensitive information about their goals, challenges, and life circumstances is protected with enterprise-grade security.

This template is ideal for life optimization coaches, productivity coaches, high-performance coaches, business coaches focused on efficiency, and wellness coaches who take a systematic approach to client transformation. Start every coaching relationship with clarity, structure, and actionable insights.