A life coaching intake form covers contact details, coaching goals, preferred support, timing expectations, current support, and session availability.
A life coach can’t promise direction or follow-through off a blank slate, and a new client often worries they’ll pay for a lot of talking and still stay stuck. This life coaching intake form gets the right answers in one place before the first call, so the work starts with what the client wants, what might get in the way, and when they can actually show up. The questions sit on a coral page with Space Grotesk headings and Roboto body text, with the next-step button in crate-label green.
The form opens with Life Coaching Intake Form, then How we work gives a quick picture of the rhythm: intake, an initial call, then weekly sessions and accountability check-ins. The rest of the page asks for name and email, then moves into what week-to-week support looks like, what to know before the first session, when the client hopes to see initial change, and whether coaching sits alongside therapy or stands alone... leaving you with a clearer first-session plan than “tell me what’s going on.”
- Life Coaching Intake Form A short opener that frames what the client will share and what happens after they submit.
- How we work A plain-language overview of the intake, initial call, weekly sessions, and accountability check-ins.
- Core questions Name and email, support preferences, first-session context, expected timeline for change, current support, goals, and typical session times.
In Plutio, the form collects responses for you, so the answers don’t end up scattered across inboxes or notes. You share the form link, the client fills it out, and the submission lands back in your workspace ready for the first conversation.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in a life coaching intake form
| Part | What it covers |
|---|
Life Coaching Intake Form | The opening written section tells the client what the form asks for and what happens after they submit. |
Your name | A required full-name field, so each response stays tied to the right person. |
Email address | A required email field for follow-up and scheduling the initial call. |
Phone number | An optional phone field for clients who prefer calls or text reminders. |
How we work | A written overview of the coaching rhythm, so the client answers the rest of the form with the process in mind. |
What week-to-week support do you want? | An open text question about the kind of ongoing support the client expects between sessions. |
What should we know or prepare before the first session? | An open text question for context, background, and anything to prep before the first session. |
When would you like to see initial change? | A multiple-choice question that captures the client’s timing expectations up front. |
Are you currently in therapy, or is coaching your main support? | A multiple-choice question that clarifies whether coaching stands alone or sits alongside therapy. |
What are your top coaching goals? | A required goals question, so the first session can start with priorities instead of guessing. |
When can you typically attend sessions? | A required availability question that covers weekdays, weekends, and variable schedules. |
Who it is for
Life coaches running one-to-one work, including career coaching, relationship coaching, and accountability coaching, who need intake details before an initial call.
The form in full
Life Coaching Intake Form
Tell us what you want from life coaching, your availability, and any background we should know. Jenna Klein will review your answers and contact you to schedule an initial call.
- Your name (required)
- Email address (required)
- Phone number
How we work
A brief intake, an initial call, then weekly sessions and accountability check-ins.
- What week-to-week support do you want?
- What should we know or prepare before the first session?
- When would you like to see initial change?
- Within 6 weeks
- 6 to 12 weeks
- 3 to 6 months
- Unsure / open to discussion
- Are you currently in therapy, or is coaching your main support?
- Coaching only
- In therapy and want coaching alongside
- In therapy and prefer we coordinate timing
- Unsure / would like to discuss
- What are your top coaching goals? (required)
- When can you typically attend sessions? (required)
- Weekday mornings (before 9am)
- Weekday mid-days (9am to 3pm)
- Weekday evenings (after 5pm)
- Weekends
- My schedule varies
