Strategic Life Planning Coaching Intake Form

Strategic life planning requires a deep understanding of where your clients are today and where they want to go tomorrow. This Strategic Life Planning Coaching Intake Form helps life coaches, business coaches, and holistic practitioners gather the essential information needed to create transformational coaching experiences.

Whether you're guiding clients through career transitions, personal growth journeys, or major life decisions, this intake form captures everything from life vision and values to specific goals and action commitments. The form is designed to encourage reflection while providing you with actionable insights to personalize each coaching relationship.

Perfect for coaches who work with:

• Professionals seeking clarity on their next career move
• Entrepreneurs building businesses aligned with their values
• Individuals navigating life transitions and major decisions
• Anyone ready to design an intentional, purpose-driven future

With Paperform, you can customize this template to match your coaching brand, add conditional logic to create personalized pathways, and even collect coaching fees or session deposits right inside the form. Connect it to your CRM, calendar, or project management tools to keep your practice organized and client-focused.

Once clients submit their intake, you can use Stepper to automatically send welcome emails, create client folders, schedule discovery calls, and trigger your onboarding workflow—giving you more time to focus on the transformational work you do best.