Transform Your Clients' Lives with a Comprehensive Coaching Intake Form

Life redesign coaching is all about helping clients create meaningful, lasting change across every dimension of their lives. But before you can guide someone toward their dream life, you need to understand where they are right now—and a well-structured intake form is your most powerful tool for getting that full picture.

This Life Redesign Coaching Intake Form template is built specifically for life coaches, business coaches, and health coaches who work with clients on holistic transformation. It combines proven assessment frameworks like the Life Wheel with open-ended vision exercises to help you gather the insights you need to create truly personalized coaching plans.

What Makes This Intake Form Different

Unlike generic questionnaires, this template walks your prospective clients through a structured self-assessment journey. It starts with basic contact and background information, then guides them through evaluating satisfaction across all life domains—career, relationships, health, finances, personal growth, and more. From there, clients identify their biggest pain points, articulate their vision for the future, name the obstacles standing in their way, and commit to a realistic transformation timeline.

The result? You get rich, actionable data that lets you hit the ground running in your first session, while clients gain clarity and momentum before you've even started working together. That pre-coaching reflection often becomes the catalyst for real commitment and breakthrough.

Built for Coaching Businesses That Want to Scale Professionally

Whether you're a solo coach building your practice or an established coaching business managing multiple client relationships, Paperform gives you the flexibility to make this intake form truly yours. Customize the questions to match your coaching methodology, apply your brand colors and fonts, and embed the form directly on your website or send it as a standalone landing page.

Because Paperform integrates seamlessly with tools like HubSpot, Airtable, Google Sheets, and your favorite CRMs, every submission can automatically feed into your client management system. You can even use Stepper (stepper.io) to trigger follow-up workflows—send a personalized welcome email, schedule a discovery call, create a client folder in your project tool, or notify your team when a high-priority lead comes through.

And if you need to collect payment for your intake session or coaching package, you can add a payment field powered by Stripe, PayPal, or Square right inside the form. Once clients complete their intake and pay, you can send them a coaching agreement via Papersign (papersign.com) for a seamless, professional onboarding experience from start to finish.

Who This Template Is For

This form is ideal for:

• Life coaches helping clients navigate career transitions, relationship challenges, or major life changes
• Business coaches working with entrepreneurs and leaders on holistic success
• Health coaches taking a whole-person approach to wellness and lifestyle design
• Career coaches supporting clients in aligning work with purpose and values
• Transformation coaches facilitating deep, multi-dimensional personal growth

If you're looking for a streamlined, professional way to gather meaningful client insights before your first session, this template is your starting point. Customize it to fit your process, connect it to your existing tools, and start building stronger coaching relationships from day one.