Weight Loss Coaching Intake Form

Transform Your Weight Loss Coaching Practice with a Professional Intake Form

Starting a weight loss coaching relationship on the right foot is crucial for client success. This Weight Loss Coaching Intake Form helps health coaches, nutritionists, and wellness professionals gather comprehensive client information before the first session—saving time, ensuring safety, and creating personalized programs that actually work.

Why Weight Loss Coaches Need a Detailed Intake Form

Understanding your client's complete health picture, weight history, emotional relationship with food, and support system is essential for creating sustainable weight loss plans. This template collects:

• Medical history and clearance to ensure clients are safe to begin a weight loss program
• Weight history including highest/lowest weights and past fluctuations
• Previous diet attempts to understand what's worked and what hasn't
• Eating psychology including emotional eating patterns and food relationships
• Current lifestyle factors like sleep, stress, and activity levels
• Support system assessment to identify who will help (or hinder) their journey
• Realistic timeline and goals to set achievable expectations

By collecting this information upfront, you can design coaching programs tailored to each individual's needs, challenges, and circumstances.

Perfect for Health & Wellness Professionals

This intake form is ideal for:

• Weight loss coaches building personalized client programs
• Nutritionists and dietitians conducting initial client assessments
• Health coaches working with clients on lifestyle transformation
• Personal trainers incorporating nutrition coaching into fitness programs
• Wellness centers offering comprehensive weight management services
• Corporate wellness programs supporting employee health initiatives

Built for Conversion and Client Experience

First impressions matter in coaching. This form uses Paperform's doc-style editor to create a welcoming, professional experience that feels more like a conversation than an interrogation. The clean, on-brand design helps potential clients feel comfortable sharing sensitive health information.

Conditional logic ensures clients only see relevant follow-up questions based on their answers. For example, if someone indicates they have medical conditions, they'll see additional fields about medications and doctor consultations—but clients without health concerns won't be overwhelmed with unnecessary questions.

Streamline Your Coaching Workflow with Automation

Once a client submits their intake form, Paperform can automatically trigger your entire onboarding workflow:

• Send personalized welcome emails with next steps and preparation tips
• Schedule initial consultation calls using integrated booking fields
• Push client data to your CRM like HubSpot, Pipedrive, or a Google Sheet
• Create client folders in your project management tool
• Generate intake summary reports for quick review before sessions

With Stepper, Paperform's AI-native workflow builder, you can create sophisticated multi-step automations—like sending different onboarding sequences based on client goals, routing urgent medical concerns to your attention, or automatically scheduling follow-up assessments at 30, 60, and 90 days.

Collect Payments and Secure Commitments

Add payment fields to collect coaching program fees, initial deposits, or assessment fees directly through the intake form. Paperform supports Stripe, PayPal, Square, and other payment processors, so clients can complete their registration and payment in one seamless experience.

For coaches who require signed agreements, Papersign lets you turn the intake submission into a coaching agreement or liability waiver and send it for eSignature—keeping everything connected and compliant.

Mobile-Friendly and Accessible

Clients can complete this intake form on any device—desktop, tablet, or phone. The responsive design ensures text is readable, form fields are easy to tap, and the experience feels professional regardless of where clients access it. This is especially important for busy clients filling out forms during lunch breaks or commute time.

HIPAA Considerations for Health Coaches

Please note that Paperform is not HIPAA compliant. If you're a licensed healthcare provider (such as a registered dietitian working in a clinical setting) who needs to collect Protected Health Information (PHI), you'll need a HIPAA-compliant solution. However, for health coaches, life coaches, and wellness professionals who aren't covered entities under HIPAA, this form provides a professional and secure way to gather client information.

Customization for Your Coaching Style

Every coach has their own methodology and areas of focus. This template is fully customizable—add your branding, modify questions to match your coaching philosophy, include your signature assessment tools, or add video introductions to create a more personal connection before you even meet.

You can adjust the theme, fonts, and colors to match your website, use custom domains to keep everything on-brand, and embed the form directly into your coaching website for a seamless client experience.

Data-Driven Insights with AI

As you collect intake forms from multiple clients, Paperform's AI Insights can analyze responses to identify common patterns, challenges, and demographics in your client base. This helps you refine your marketing messaging, develop group coaching programs around common needs, and understand which types of clients are most successful with your approach.

Start Building Stronger Coaching Relationships Today

This Weight Loss Coaching Intake Form helps you collect the right information upfront, demonstrate professionalism, and set the foundation for transformative client results. With Paperform's flexible editor, powerful integrations, and automation capabilities, you can spend less time on admin work and more time changing lives.

Trusted by over 500,000 teams worldwide, Paperform is SOC 2 Type II compliant and offers the security, reliability, and professional features that growing coaching businesses need—without requiring any technical expertise.