Personal Mastery Coaching Intake Form

Streamline Your Personal Mastery Coaching Practice

Personal mastery coaching is about guiding clients toward excellence in their chosen domains—whether that's leadership, creativity, performance, or holistic life skills. This Personal Mastery Coaching Intake Form helps you gather the essential insights you need to design a transformative coaching journey from day one.

Designed for Life, Business, and Health Coaches

Whether you're a life coach, business coach, health coach, or performance specialist, this template captures the full picture: your client's current skill levels, their definition of mastery, growth mindset indicators, and the specific areas where they want to achieve excellence. You'll understand not just what they want to improve, but why it matters and what success looks like to them.

Why Paperform for Coaching Intake?

With Paperform, you can customize every question to match your coaching philosophy and brand voice. Use conditional logic to ask follow-up questions based on their mastery focus areas, embed video welcomes, and collect payments or deposits right in the form. Once submitted, connect the form to your CRM, Google Calendar, or project management tools—or use Stepper to automatically create client folders, send welcome sequences, and trigger onboarding workflows without lifting a finger.

From Intake to Mastery Journey

This form goes beyond basic contact details. It explores growth mindset, commitment levels, obstacles, and the client's vision of excellence. You'll finish each intake with clarity, context, and a roadmap for your first session—saving time, building trust, and setting the stage for real transformation.

Start with this template, make it yours, and turn every new client into a mastery success story.