Life Vitality Coaching Intake Form

Transform Lives with a Professional Life Vitality Coaching Intake Form

Whether you're a life coach, wellness coach, or holistic health practitioner, gathering comprehensive client information is the foundation of transformational coaching. This Life Vitality Coaching Intake Form template helps you understand your clients' current energy levels, passion expression, and aliveness so you can create truly personalized coaching programs that ignite their inner spark.

Why Life Coaches Choose Paperform

As a coach, your time is precious—and so is your client's first impression of working with you. Paperform lets you create beautiful, on-brand intake forms that feel warm, professional, and effortless to complete. Unlike rigid survey tools, Paperform's doc-style editor means you can weave questions naturally with welcome messages, inspirational images, and explanatory text that guides clients through their vitality assessment with ease.

This template is specifically designed for life vitality coaches, energy coaches, wellness coaches, and holistic practitioners who focus on helping clients rediscover their passion, optimize their energy, and live with greater aliveness and purpose.

What Makes This Vitality Coaching Intake Form Special

This template goes beyond basic contact information. It includes:

• Comprehensive vitality assessment measuring current energy levels, physical wellness, and emotional wellbeing
• Passion expression evaluation to understand what lights clients up and where they feel most alive
• Aliveness level rating across different life areas (work, relationships, creativity, health)
• Energy optimization questions identifying energy drains and peak performance times
• Vibrant living goals capturing what clients want to achieve through coaching
• Lifestyle and habits review to identify patterns affecting vitality
• Previous coaching experience to tailor your approach appropriately
• Investment readiness to ensure alignment before your discovery call

Streamline Your Coaching Practice with Smart Automation

Once a new client submits their vitality intake form, Paperform keeps your practice running smoothly without manual busywork. Connect the form to your favorite tools using Stepper workflows to automatically:

• Send submissions to your CRM (HubSpot, Pipedrive, or any platform you use)
• Create a personalized welcome email with next steps and resources
• Add the client to your email list with tags based on their primary goals
• Schedule a discovery call by embedding calendar availability right in the form
• Generate a summary document in Google Docs or Notion for session prep
• Notify your team via Slack when a high-priority client completes intake

This means you spend less time on admin and more time doing the transformational coaching work you love.

Accept Payments and Bookings Seamlessly

Want to collect your coaching deposit or program fee at the same time as intake? No problem. Paperform's native payment integrations with Stripe, PayPal, and Square let you accept payments, deposits, or package purchases directly within the form. You can also add scheduling fields so clients can book their first session as part of the intake process—no need for separate booking software.

Lock in Client Agreements with Papersign

After reviewing a client's intake responses, you can send your coaching agreement or informed consent form for eSignature using Papersign. The signed documents link back to the original intake submission, creating a complete client file that's organized and audit-ready from day one.

Design That Reflects Your Coaching Brand

Your intake form is often a client's first real interaction with your coaching practice. With Paperform's visual flexibility, you can customize fonts, colors, buttons, and backgrounds to match your brand perfectly. Add inspirational images, calming color palettes, or even background videos that reflect the vibrant, energized life you help clients create. Forms can live on your website via embed, sit on a custom domain, or be shared as beautiful standalone pages.

Built for Coaches Who Value Both Heart and Systems

This template is perfect for:

• Life coaches focused on vitality, purpose, and aliveness
• Wellness and health coaches optimizing energy and lifestyle
• Business coaches addressing burnout and sustainable success
• Holistic practitioners taking an integrative approach to wellbeing
• Energy healers and somatic coaches working with embodied vitality

Whether you're a solo coach building your practice or part of a coaching collective, Paperform scales with you. Use conditional logic to show different questions based on client goals, create multiple versions for different coaching packages, and track submissions with built-in analytics and AI Insights that highlight common themes across your client base.

Trusted by Coaches Worldwide

Join the thousands of coaches, consultants, and wellness practitioners who trust Paperform to create professional, conversion-friendly forms that feel personal, not robotic. With SOC 2 Type II compliance and GDPR readiness, your clients' sensitive intake information is protected with enterprise-grade security.

Start transforming your client onboarding experience today with this Life Vitality Coaching Intake Form template—and spend more time helping clients step into the vibrant, energized life they deserve.