Personal Growth Coaching Intake Form

Transform Your Coaching Practice with a Personal Growth Intake Form

Starting a coaching relationship on the right foot means truly understanding where your client is coming from—and where they want to go. This personal growth coaching intake form helps life coaches, business coaches, and health coaches gather deep, meaningful insights about their clients' development journey before the first session even begins.

Built for Coaches Who Go Deep

Whether you're guiding entrepreneurs through business transitions, supporting individuals through life changes, or helping clients build healthier habits, this template captures the full picture: current challenges, past growth experiences, learning edges, and evolution goals. The form flows naturally from foundational information through reflective questions that encourage self-awareness—giving you rich context to design truly personalised coaching experiences.

From Intake to Action in Minutes

With Paperform's doc-style editor, you can customise every question to match your coaching philosophy and brand voice. Add your logo, choose colours that reflect your practice, and embed the form directly on your website. Conditional logic shows relevant follow-up questions based on coaching type, while calculation fields can even score readiness assessments.

Take it further with Stepper to automate your post-intake workflow: send personalised welcome sequences, create client folders in your project management tool, schedule discovery calls, and sync intake data straight to your CRM—all triggered the moment someone submits their form.

Professional, Secure, and Seamlessly Integrated

Paperform's SOC 2 Type II compliance and secure data handling mean you can collect sensitive client information with confidence. Integrate with tools like Google Calendar for scheduling, Stripe for accepting coaching deposits, and your favourite CRM or Notion workspace to keep client profiles organised. For coaches managing multiple offerings, you can clone and adapt this template for different coaching packages, all while maintaining a consistent brand experience.

This template is designed for independent coaches, coaching collectives, and wellness practitioners who want to start every client relationship with clarity, intention, and deep understanding.