Values Clarification Coaching Intake Form

Live More Authentically with Values Clarification Coaching

Finding clarity around what truly matters to you is the foundation of meaningful change. This Values Clarification Coaching Intake Form helps life coaches, business coaches, and wellness coaches gather essential information about their clients' core values, current life priorities, internal conflicts, and desired alignment goals—all before the first session even begins.

Why This Form Works for Coaches

Whether you're a life coach supporting clients through transitions, a business coach helping entrepreneurs align their work with their purpose, or a health coach addressing the mindset behind sustainable change, understanding your client's value system is critical. This intake form creates space for deep reflection and gives you the insights needed to guide meaningful conversations from day one.

The form walks clients through:

• Core values identification to uncover what drives their decisions
• Life priorities assessment across key areas like relationships, career, health, and personal growth
• Decision-making conflict exploration to reveal where they feel stuck or misaligned
• Authentic self-assessment to understand the gap between who they are and who they want to be
• Alignment goals that connect their daily actions to their deeper purpose

Streamline Your Coaching Practice with Paperform

Paperform makes it easy to create beautiful, branded intake forms that feel personal and professional. With conditional logic, you can tailor follow-up questions based on client responses—like diving deeper into specific areas of conflict or exploring particular values they've identified as most important.

Once a client submits their intake form, you can use Stepper to automatically send a personalized welcome email, schedule their discovery call, add them to your CRM, and create a custom coaching plan document—all without lifting a finger. This means less admin work and more time focused on transformation.

For coaches who also need signed agreements before starting work, Papersign lets you turn submissions into coaching contracts and consent forms that clients can sign electronically, keeping everything organized and legally sound.

Built for the Way You Work

This template is designed for coaches who value depth over speed, and who want their intake process to be the first step in the coaching journey—not just a formality. It's ideal for solo practitioners, coaching collectives, and wellness centers looking to standardize their client onboarding while maintaining a warm, human touch.

With Paperform, you get the flexibility to adjust questions, add your branding, embed the form on your website, and integrate with tools like Google Sheets, HubSpot, Notion, or your favorite CRM—so client information flows exactly where you need it.