The Life Coach Intake Form opens with a reassuring welcome screen that frames the form as a confidential first step, then collects contact details through the "Full Name", "Email Address", and "Phone Number" questions, followed by "Date of Birth" for the coach's records. It then moves into the heart of the intake: the "Which area(s) of your life are you looking to improve?" question lets respondents pick as many focus areas as apply — from career to purpose — so the coach arrives at the first session with a clear picture of scope. The "What is the single most important goal you want to achieve through coaching?" and "What obstacles or challenges are currently holding you back?" questions ask the client to reflect and prioritise before they've even met their coach. The "Have you worked with a life coach or therapist before?" question gives the coach useful context about the client's experience with guided support, and the "How committed are you to making changes in your life right now?" rating question lets the client signal their own readiness. A final optional open-ended question invites anything else the client wants to share, and the end screen thanks them and lets them know their coach will be in touch to confirm the first session.
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Relies on the "What is the single most important goal you want to achieve through coaching?" and "What obstacles or challenges are currently holding you back?" questions to walk into a first session already focused on what matters most to the client.
Uses the "Full Name", "Email Address", and "Phone Number" questions alongside the end screen's confirmation message to kick off a smooth, professional intake process without any back-and-forth emails.
Draws on the "Which area(s) of your life are you looking to improve?" question to match clients with the right programme track across areas like 'Purpose & Life Direction', 'Health & Wellness', or 'Personal Development & Mindset'.
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