Lifestyle Design Coaching Intake Form

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.