New Year's Resolution Coaching Intake Form

Starting the new year with clear intentions is powerful—but turning resolutions into real, lasting change requires support, structure, and accountability. This New Year's Resolution Coaching Intake Form is designed for coaches, wellness professionals, and personal development consultants who help clients bridge the gap between aspiration and achievement.

Whether you're a life coach, business coach, health coach, or run a goal-setting program, this template captures everything you need to understand your client's vision, challenges, and commitment level. The form walks clients through goal assessment, obstacle identification, accountability preferences, program tier selection, and secure payment—all in one seamless experience.

Built with conditional logic, the form adapts based on client responses, showing relevant follow-up questions and program options that match their needs. This means less back-and-forth and a more personalised onboarding experience from day one.

Paperform makes it easy to create professional, on-brand intake forms that work as hard as you do. With built-in Stripe and PayPal payment integrations, you can collect deposits or full program fees directly in the form, eliminating invoicing delays and streamlining cash flow during the busy New Year season.

Once a client submits, you can automate what happens next using Stepper (stepper.io), Paperform's AI-native workflow builder. Trigger welcome emails, add clients to your CRM, schedule kickoff calls, assign onboarding tasks, or send program materials—all without manual follow-up. This is especially valuable for coaches managing multiple new clients in January when resolution momentum is at its peak.

Need a signed coaching agreement or liability waiver? Use Papersign (papersign.com) to turn submissions into contracts and send them for secure eSignature, keeping everything connected to the original intake form for a clean, compliant audit trail.

This template is ideal for life coaches, health and wellness coaches, business coaches, fitness trainers, nutritionists, therapists, consultants, and personal development professionals who want to capitalise on New Year momentum while delivering a premium, organised client experience. With Paperform, you get the design flexibility to match your brand, the automation to save hours each week, and the professionalism that helps convert more prospects into committed clients.