---
title: Wellness Coaching Package Consultation Form Template | Paperform
description: Professional consultation form for wellness coaches to schedule discovery calls, assess client values, match coaching styles, and present tiered coaching packages.
url: "https://paperform.co/templates/wellness-coaching-package-consultation-form"
type: static
generatedAt: "2026-03-28T00:45:34.768Z"
---

[← Back to free form templates](/templates/)    ![Wellness Coaching Package Consultation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/wellness-coaching-package-consultation-form.png)
    [Preview](https://_preview.paperform.co/ai-template/wellness-coaching-package-consultation-form) [Use this template for free](/create?ai-template=wellness-coaching-package-consultation-form)    [Industry-Specific Forms](/templates/category/industry-specific/) [Coaching](/templates/industry/coaching/)[Healthcare](/templates/industry/healthcare/)[Fitness & Wellness](/templates/industry/fitness-wellness/) [Life Coach](/templates/role/life-coach/)[Health Coach](/templates/role/health-coach/)[Fitness Trainer](/templates/role/fitness-trainer/)[Nutritionist](/templates/role/nutritionist/)     About this free form template
### Transform Your Wellness Coaching Client Discovery with Paperform

Finding the right wellness coach is a deeply personal decision. Your potential clients need to feel heard, understood, and confident that your coaching style aligns with their goals before they commit. This **Wellness Coaching Package Consultation Form** helps you create that perfect first impression while gathering the insights you need to deliver truly personalized coaching.

#### Why Wellness Coaches Choose This Template

For wellness coaches, health coaches, and holistic practitioners, the intake process sets the tone for the entire coaching relationship. This template replaces back-and-forth emails and scattered intake questions with a single, beautiful form that:

 - **Qualifies leads automatically** by understanding client readiness, budget expectations, and commitment level
 - **Schedules discovery calls** directly within the form, syncing with your calendar to eliminate booking friction
 - **Assesses client values and priorities** to match them with your most relevant coaching approach
 - **Presents tiered investment options** clearly, helping clients self-select the package that fits their needs
 - **Creates a professional brand experience** that reflects the transformation you offer

#### Built for Wellness Professionals Who Value Connection

This isn't just another intake form—it's a conversation starter. The form guides potential clients through a thoughtful discovery process that explores their current wellness state, desired outcomes, obstacles they're facing, and what they truly value in a coaching partnership.

Whether you're a life coach specializing in wellness, a nutrition coach, fitness coach with a holistic approach, or a mindfulness and stress-management practitioner, this template adapts to your unique methodology. You can customize the values assessment, coaching style questions, and package tiers to perfectly reflect your offerings.

#### How It Works

**Discovery & Scheduling:** Clients share their contact information and immediately book their consultation call using the built-in scheduling field. No more calendar tag—just instant confirmation.

**Values & Goals Assessment:** Through carefully crafted questions, you'll understand what matters most to your clients, what they've tried before, their biggest challenges, and what success looks like to them.

**Coaching Style Matching:** Help clients understand whether they thrive with structured programs, flexible guidance, accountability-focused support, or holistic mind-body approaches—then match them to your methodology.

**Transparent Investment Options:** Present your coaching packages as clear investment tiers (Starter, Core, Transformation) with pricing, duration, and what's included. Clients can indicate their interest level, giving you valuable information before your call.

#### Automate Your Coaching Business with Stepper

Once a potential client submits this consultation form, you can use **[Stepper](https://stepper.io)** to automatically:

 - Send personalized welcome emails with pre-call preparation questions
 - Add leads to your CRM with tags based on their package interest and readiness level
 - Notify your team or assistant when high-intent prospects complete the form
 - Create calendar events with custom agendas based on client responses
 - Trigger follow-up sequences for prospects who don't book a call immediately

These automations mean you spend less time on admin and more time actually coaching—while ensuring no potential client falls through the cracks.

#### Perfect for the Modern Wellness Professional

This template serves wellness coaches, health coaches, life coaches with wellness specializations, holistic nutritionists, mindfulness coaches, fitness professionals offering coaching programs, and wellness center coordinators. Whether you're building a solo practice or managing intake for a team of coaches, this form creates a seamless, professional experience.

The form is fully responsive and mobile-friendly, so clients can complete it from anywhere. Use Paperform's theming options to match your brand colors, fonts, and visual style. Add your photo, include a video introduction, or embed client testimonials to build trust before the conversation even begins.

#### Convert More Consultations into Committed Clients

By gathering comprehensive information upfront, you'll show up to every discovery call prepared, confident, and ready to speak directly to what matters most to that individual. No more generic pitches—just personalized conversations that demonstrate the value you bring.

And when you're ready to convert interested prospects into paying clients, you can create follow-up forms with **[Papersign](https://papersign.com)** integration to send coaching agreements for eSignature, keeping everything organized in one platform.

With Paperform's SOC 2 Type II compliance and secure data handling, you can confidently collect sensitive health information and personal details knowing your clients' privacy is protected.

Start attracting and converting wellness coaching clients with a consultation process that feels as intentional and transformative as your coaching itself.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
 ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg)
 ![G2 - 4.8 out of 5](/images/g2-st.jpg)
  [Try Paperform free now](/register)
## More templates like this
  [![Nutrition Coaching Client Onboarding Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/nutrition-coaching-client-onboarding-form.png)

### Nutrition Coaching Client Onboarding Form

A comprehensive onboarding form for nutrition coaches to assess new clients, gather dietary history, calculate personalized macros, and establish clear nutrition goals.](/templates/nutrition-coaching-client-onboarding-form/)
[![Somatic Movement Therapy Intake Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/somatic-movement-therapy-intake-form.png)

### Somatic Movement Therapy Intake Form

A trauma-informed intake form for somatic movement therapists to gather client history, assess body awareness, understand session intentions, and establish clear touch consent boundaries.](/templates/somatic-movement-therapy-intake-form/)
[![Wellness Center Group Program Registration](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/wellness-center-group-program-registration.png)

### Wellness Center Group Program Registration

Complete registration form for wellness center group programs with flexible enrollment options, friend discounts, waitlist management, and session reminder preferences.](/templates/wellness-center-group-program-registration/)
[![Breathwork Session Intake Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/breathwork-session-intake-form.png)

### Breathwork Session Intake Form

A comprehensive intake form for breathwork practitioners to assess client respiratory health, trauma history, session intentions, and breathing patterns before guiding transformative breathwork sessions.](/templates/breathwork-session-intake-form/)
[![Fitness Retreat Early Bird Registration Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/fitness-retreat-early-bird-registration-form.png)

### Fitness Retreat Early Bird Registration Form

Secure your spot at our transformational fitness retreat with early bird pricing. Register now, pay your deposit, and get matched with the perfect roommate for an unforgettable wellness experience.](/templates/fitness-retreat-early-bird-registration-form/)
[![Metabolic Testing Intake Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/metabolic-testing-intake-form.png)

### Metabolic Testing Intake Form

Comprehensive intake form for metabolic testing services including RMR, VO2 max scheduling, nutrition assessment, and results consultation booking for fitness facilities and wellness centers.](/templates/metabolic-testing-intake-form/)
[![Wellness Center Practitioner Sublet Application Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/wellness-center-practitioner-sublet-application-form.png)

### Wellness Center Practitioner Sublet Application Form

A comprehensive application form for wellness practitioners seeking to sublet space, including credentials verification, service details, scheduling preferences, and revenue sharing terms.](/templates/wellness-center-practitioner-sublet-application-form/)
[![Wellness Coaching Testimonial & Case Study Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/wellness-coaching-testimonial-case-study-form.png)

### Wellness Coaching Testimonial & Case Study Form

Capture powerful client success stories with before/after metrics, photo submissions, and marketing consent for gyms, trainers, and wellness centers.](/templates/wellness-coaching-testimonial-case-study-form/)
[![Wellness Program Insurance Reimbursement Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/wellness-program-insurance-reimbursement-form.png)

### Wellness Program Insurance Reimbursement Form

Help your clients submit fitness and wellness expenses for HSA/FSA reimbursement with automated superbill generation, service codes, and detailed receipt formatting.](/templates/wellness-program-insurance-reimbursement-form/)
[![Aromatherapy & Essential Oils Wellness Consultation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/aromatherapy-essential-oils-wellness-consultation-form.png)

### Aromatherapy & Essential Oils Wellness Consultation Form

A professional consultation form for aromatherapy practitioners to gather client scent preferences, health goals, skin sensitivities, and custom blend requirements.](/templates/aromatherapy-essential-oils-wellness-consultation-form/)
[![Corporate Wellness Program Employee Enrollment Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/corporate-wellness-program-employee-enrollment-form.png)

### Corporate Wellness Program Employee Enrollment Form

A comprehensive employee enrollment form for corporate wellness programs featuring health risk assessments, biometric screening data collection, and wellness incentive tracking to promote workplace health.](/templates/corporate-wellness-program-employee-enrollment-form/)
[![Fitness Competition Prep Coaching Intake Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/fitness-competition-prep-coaching-intake-form.png)

### Fitness Competition Prep Coaching Intake Form

A comprehensive intake form for fitness competition prep coaching, capturing competitor details, show information, current condition, nutrition protocols, and posing practice scheduling.](/templates/fitness-competition-prep-coaching-intake-form/)