A strong life coaching relationship starts well before the first session—it begins with a great intake form. This essential tool sets the tone for your client experience, offering structure, clarity, and insight from the very beginning. When done right, a life coach intake form does more than gather basic details—it creates a powerful entry point into transformation.
Whether you’re a new coach building your process or a seasoned practitioner looking to refine your system, crafting an effective intake form ensures you collect the right information to deliver personalized, meaningful coaching. And with digital tools like the GoodLiife Score App, you can streamline onboarding while giving clients a powerful way to reflect on and track their lives.
What Is a Life Coach Intake Form?
A life coach intake form is a structured document or digital form that clients complete before their first session. It serves two main purposes:
- Administrative – Collects logistical details like name, contact information, emergency contacts, and scheduling preferences.
- Strategic – Gathers insights into the client’s goals, challenges, mindset, lifestyle, and values.
Think of the intake form as a bridge between a client’s current reality and the coaching relationship you’re about to co-create. It helps you prepare, personalize your sessions, and demonstrate professionalism and care from day one.
Why an Intake Form Matters
✅ Sets Direction Early
An effective form surfaces what clients are struggling with most, what they hope to achieve, and how ready they are for change. It gives you direction before the first conversation even starts.
✅ Opens the Door to Honesty
Some clients find it easier to write things down than speak them aloud. A well-designed intake form can encourage deeper, more vulnerable reflection.
✅ Reveals Patterns and Priorities
By comparing areas of dissatisfaction and desired change, you can spot patterns and begin forming your coaching strategy.
✅ Creates a Baseline
It captures a “snapshot” of your client’s current life—which can be revisited later to highlight growth and progress.
✅ Saves Time in Sessions
With the basics already covered, you can use your first session for deeper connection and coaching, rather than paperwork or surface-level questions.
What to Include in a Life Coach Intake Form
Here are the core sections every effective intake form should include:
1. Personal Information
- Full name, preferred name
- Contact details
- Time zone
- Emergency contact (if relevant)
2. Lifestyle Snapshot
- Occupation and work schedule
- Relationship status
- Family structure or caregiving roles
- Hobbies or wellness routines
3. Coaching Intentions
- Why are you seeking coaching now?
- What are your top 1–3 goals for this journey?
- Have you worked with a coach before?
4. Emotional and Mental Health
- Current stress level (1–10)
- Any recent transitions, losses, or challenges
- How do you typically cope with stress or setbacks?
5. Self-Reflection
- What are your biggest strengths?
- What patterns, habits, or beliefs tend to hold you back?
- On a scale of 1–10, how ready are you to take action?
6. Support Systems
- Who or what supports your growth right now?
- Do you feel emotionally supported in your daily life?
7. Expectations from Coaching
- What does a successful coaching experience look like for you?
- What do you expect from me as your coach?
- What’s your preferred communication and accountability style?
8. Legal & Consent (if applicable)
- Coaching agreement or terms of service
- Confidentiality notice
- Signature field (physical or digital)
How the GoodLiife Score App Enhances the Intake Process
While a traditional intake form is a great start, the GoodLiife Score App takes onboarding to the next level—giving you and your clients a full life picture that goes beyond text fields.
Here’s how it works:
✅ Life Category Ratings
Clients assess their satisfaction in 9 life areas using visual sliders based on 27 best practices. This creates a personalized “LiifeScore” that helps coaches instantly see where the biggest growth opportunities are.
✅ Baseline for Progress
The app’s scoring system captures a measurable starting point that evolves as the client takes action—providing data for reflection and celebration.
✅ Journaling & Self-Awareness
Clients can log thoughts, feelings, and insights before the first session. Coaches get access (if shared) to real-time reflections that deepen understanding.
✅ Goal & Habit Integration
Instead of asking about goals in isolation, the app connects intentions to habit tracking and life categories, making goals easier to follow and more grounded in daily behavior.
✅ Centralized Client Profiles
Coaches can view each client’s progress, reflections, and scores in one dashboard—removing the need for scattered forms, spreadsheets, or notebooks.
Final Thoughts: Make Your Intake Process Work for You
A well-crafted intake form isn’t just paperwork—it’s the first chapter of your client’s transformation. When you approach it with care, curiosity, and clarity, it becomes a powerful tool for connection and alignment.
By combining a thoughtful intake process with the GoodLiife Score App, you can offer an experience that’s structured, insightful, and future-focused from day one. It’s more than just onboarding—it’s the foundation of a coaching journey that’s intentional, personalized, and built to last.
Want to give your clients a clearer starting point?
Try the GoodLiife Score App and create a coaching experience that’s aligned from the first form to the final breakthrough.