Disclaimer
The provided framework is intended solely as a general example for gathering initial information and understanding client needs. It does not replace personalized assessment or professional advice. Customization may be necessary to align with specific coaching approaches or individual circumstances. The use of this template is at the user’s own risk, and we accept no liability for any inaccuracies or issues that may arise from its implementation without professional modification.
This sample life coaching intake form provides a general overview and may vary depending on specific coaching practices and client needs. Please customize accordingly.
Life Coaching Intake Form Template
Client Information:
Name: ________________________________
Address: ________________________________
Phone Number: ________________________________
Email: ________________________________
Coaching Goals:
Please describe your main goals or areas of focus for coaching:
Background Information:
Please provide relevant background information or context that may assist in coaching:
Expectations and Preferences:
Please outline any specific expectations, preferences, or topics you’d like to address during coaching sessions:
Availability:
Preferred days and times for coaching sessions:
- Weekdays: ___________
- Weekends: ___________
- Preferred times: ___________
Additional Notes:
Any other information or concerns you’d like to share:
Date: ______________________
Client Signature
Coach Signature