Money Mindset Coaching Intake Form

Transform Your Money Mindset Coaching with a Purpose-Built Intake Form

As a money mindset coach, your first session starts long before you meet your client. Understanding their financial beliefs, money story, and unconscious blocks is essential to creating breakthrough results—and that's exactly what this Money Mindset Coaching Intake Form is designed to deliver.

This template helps you gather the deep, nuanced information you need to tailor your coaching approach from day one. Instead of spending your first paid session on discovery questions, you'll arrive prepared with insights into your client's money history, limiting beliefs, scarcity patterns, and wealth aspirations.

Why Money Mindset Coaches Love This Template

Uncover the deeper story. This form goes beyond surface-level financial goals to explore childhood money memories, inherited beliefs, emotional triggers around spending and earning, and the unconscious patterns that keep clients stuck. You'll identify abundance blocks and scarcity mindsets before your first conversation.

Save time and create better outcomes. By collecting detailed intake information upfront, you can review responses at your own pace, spot patterns, and design a personalized coaching plan that addresses your client's unique money story. This means more impactful sessions and faster client transformation.

Professional and on-brand. Paperform's intuitive editor lets you customize every element—fonts, colors, images, and copy—so your intake form feels like a natural extension of your coaching practice. Add your brand voice, include video welcomes, or embed testimonials to build trust before the first session.

Built for Coaches Who Care About the Client Experience

The form uses conditional logic to adapt based on responses, so clients only see questions relevant to their situation. Whether they're healing from financial trauma, breaking through income ceilings, or shifting from scarcity to abundance, the form meets them exactly where they are.

Paperform also integrates seamlessly with the tools coaches already use—send intake data to your CRM, trigger welcome sequences in your email platform, or use Stepper to automate follow-up tasks like scheduling the first session, sending pre-work, or creating a personalized coaching plan based on their responses.

Who This Template Is For

This intake form is perfect for life coaches, business coaches, and financial coaches specializing in money mindset work, wealth consciousness, abundance coaching, and financial empowerment. Whether you're helping entrepreneurs break through money blocks, supporting women in reclaiming their financial power, or guiding clients toward wealth-building habits, this template gives you the foundation for transformational coaching relationships.

Paperform is trusted by over 500,000 teams worldwide, is SOC 2 Type II and GDPR compliant, and gives you a professional, conversion-optimized intake experience that reflects the quality of your coaching practice.