Welcome to Your Lifestyle Design Journey
Starting a lifestyle design coaching relationship begins with deep understanding. This Lifestyle Design Coaching Intake Form helps coaches gather essential insights about where you are now, where you want to be, and what truly matters to you—so every session can be purposeful, transformational, and tailored to your unique vision.
Built for coaches who design lives, not just schedules
Whether you're a life coach, business coach, or wellness professional focused on intentional living, this template captures the full picture: current routines, ideal day scenarios, freedom assessments, value alignment and long-term lifestyle goals. It's designed to replace scattered intake PDFs and email questionnaires with one streamlined, on-brand experience that clients can complete at their own pace.
Paperform's doc-style editor means you can easily customize questions, add video introductions, embed your brand imagery, and adjust the flow to match your coaching philosophy—all without code. Use conditional logic to show follow-up questions based on responses, and collect payments or booking preferences right inside the same form.
Automate your coaching workflow with Stepper
Once a client submits their intake, Stepper can automatically create their coaching file in Notion or Airtable, send a personalized welcome sequence, book their discovery session, and notify your team. This keeps your onboarding smooth and your coaching time focused on transformation, not administration.
Trusted by coaches building intentional businesses
With SOC 2 Type II compliance, flexible design and powerful integrations, Paperform helps lifestyle design coaches, career transition specialists, and holistic wellness practitioners deliver professional client experiences from day one. This template is ready to use as-is or customize to reflect your unique coaching framework and brand voice.
More templates like this
Confidence Coaching Intake Form
A comprehensive intake form for confidence coaches to assess clients' self-esteem, identify limiting beliefs, understand past experiences, and establish empowerment goals for their coaching journey.
Emotional Intelligence Coaching Intake Form
A comprehensive intake form for emotional intelligence coaching that assesses EQ levels, identifies triggers and patterns, and establishes coaching goals for personal and professional growth.
Imposter Syndrome Coaching Intake Form
A comprehensive intake form designed for coaches working with clients experiencing imposter syndrome. Captures achievement history, self-doubt patterns, comparison habits, validation needs, and confidence-building goals to create an effective coaching plan.
Money Mindset Coaching Intake Form
A comprehensive intake form for money mindset coaches to understand clients' financial beliefs, money history, scarcity patterns, abundance blocks, and wealth goals before beginning coaching.
Self-Actualization Coaching Intake Form
A comprehensive intake form for self-actualization coaching that explores your potential, growth trajectory, and journey toward becoming your highest self.
Self-Esteem Coaching Intake Form
A comprehensive intake form for self-esteem coaches to assess clients' confidence levels, identify insecurity triggers, understand comparison habits, and establish self-love goals for a personalized coaching journey.
Strategic Life Planning Coaching Intake Form
A comprehensive intake form for life coaches to understand clients' vision, priorities, goals, and action plans for strategic life planning sessions.
Time Management Coaching Intake Form
A comprehensive intake form for time management coaches to understand client schedules, procrastination patterns, priority conflicts, energy rhythms, and efficiency goals.
Assertive Communication Coaching Intake Form
A comprehensive intake form for communication coaches to assess clients' communication styles, identify challenges with difficult conversations, and establish goals for developing assertiveness and authentic expression.
Conscious Leadership Coaching Intake Form
A comprehensive intake form for conscious leadership coaching that explores leadership philosophy, team impact, self-awareness, shadow work, and legacy goals to create a foundation for transformational growth.
Decision-Making Coaching Intake Form
A comprehensive intake form for decision-making coaches to understand their clients' current dilemmas, decision patterns, and clarity goals.
Flourishing Life Coaching Intake Form
A comprehensive life coaching intake form that assesses wellbeing, thriving capacity, life satisfaction, and human flourishing to help coaches understand clients' current state and optimal living goals.