Coaching intake form 2026

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  1. Click ‘Get Form’ to open the coaching intake form in the editor.
  2. Begin by entering your personal information, including your name, birth date, and marital status. This section helps establish your identity and background.
  3. Next, provide details about your family, such as the names of parents or guardians if you are under 18, and any children you may have. This context is important for understanding your support system.
  4. Fill in your contact information, including phone numbers and email address. Indicate whether you consent to receive messages or emails.
  5. Proceed to the health history section. Answer questions regarding previous mental health services and current medications. Be honest; this information is crucial for effective coaching.
  6. Rate your physical health and sleeping habits by circling the appropriate options. Provide additional details about any specific issues you may be facing.
  7. Complete the sections on emotional well-being and significant life changes. This will help your coach understand your current state better.
  8. Finally, review all entries for accuracy before submitting the form through our platform for a seamless experience.

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Intake forms examples and templates you can use for your clients Basic information: Full name. Company name. Contact details (phone, email, address) Service requirements: Type of service required. Goals or expectations from the service. Budget (optional) Additional notes or questions: Free text field.
A coaching intake form is a questionnaire to gather initial information about a new clients goals, challenges, and expectations before starting the coaching relationship.
A client intake form (sometimes referred to as a consultation form), is a questionnaire designed to collect information about your clients well-being expectations, as well as their current health conditions that may affect them.
A health coach intake form gathers information about a client before starting a coaching program or session. It includes a series of questions about the clients physical and mental well-being that help the coach understand the clients health concerns, current lifestyle, goals, and obstacles.
This form typically includes sections on personal details, medical history, insurance information, lifestyle factors, and the reason for the visit. This is a crucial tool for gathering data that helps diagnose, treat, and manage patients effectively.

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People also ask

At the very least, your coaching intake form should collect your clients personal information, expectations, goals, and what type of services they need. But a good form gets more than just the basics and asks questions about a clients likes and dislikes, expectations, and why they think they need a coach.
U.S. average price for life coaching Personal life coaching typically costs $75 to $200 per hour, with an average of $120 per hour. Packages of four 30-minute sessions may cost $300 a month, while programs of eight 90-minute sessions can cost up to $2,000.

life coach intake form template