Life Coach: Client Intake Forms (US)

Description

✅ Client Intake Form: Start with Clarity

A well-crafted life coach intake form ensures your first session begins with absolute clarity. Clients share their goals, personal history, current challenges, and expectations. This context allows you to perfectly tailor your coaching approach from day one.

The layout is clean and easy for clients to complete. It works beautifully whether they fill it out online or choose to print it. This form is ideal for both virtual and in-person onboarding. Therefore, you can begin your coaching journey together with a shared sense of direction.

📝 Key Features

• Client background and personal history questions.

• Goal-setting prompts for clear direction.

• Space for session preference details.

• Features a confidential and approachable layout.

📦 What’s Included

• Intake Form (PDF + Canva template)

• Coach Notes Page for your private, behind-the-scenes use.

⚙️ File Format Details

• Fillable PDF for digital use.

• Editable Canva template for full customization.

➡️ How to Use It

Simply send this form to the client before your first session. Clients can fill it out digitally or print it out at home.

❓ FAQ

Is this HIPAA compliant? Yes. It contains no medical fields. Please note: You are always responsible for storing client information safely based on your own practice policies.