Life Coaching Intake Form Template – US

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Updated – 2025 /2026


Important Notice

The information provided is intended solely as a general example for introductory intake procedures related to personal coaching services. It does not constitute professional advice and should not replace consultation with a qualified coach or mental health professional. Regulations and best practices may vary by region, and adjustments might be necessary to ensure compliance with local standards. The use of this example is at the user’s own risk, and we disclaim liability for any errors, omissions, or consequences resulting from its use without expert review.


PDF

PDF

Word

Word

Sample

Sample

Template

Template


Please note: This is a sample Life Coaching Intake Form template for illustrative purposes. Actual forms may vary based on individual coach practices and client needs.

Life Coaching Intake Form Sample

Client Information:

Name: ____________________________
Contact Email: ____________________________
Phone Number: ____________________________
Preferred Contact Method: ____________________________

Coaching Goals:

Please describe your main objectives for coaching and what outcomes you wish to achieve:

Personal Background:

Briefly share relevant personal, professional, or lifestyle details that may assist in tailoring your coaching experience.

Expectations and Preferences:

Specify any preferences regarding coaching style, session frequency, or specific areas of focus.

Additional Information:

Provide any other relevant details or considerations that may assist in your coaching process.

Signature: ____________________________
Date: ____________________________

__________________________
Coach Name