A great life coaching journey starts with the right foundation—and that begins with your client intake form. This essential tool is your first opportunity to gather key information, establish rapport, and set the tone for a thoughtful, transformative relationship. More than just a formality, the intake form is where coaching begins.
Whether you coach in-person or online, your client intake form should reflect your unique approach while collecting the insights you need to serve your clients effectively. And when paired with digital tools like the GoodLiife Score App, your intake process can move beyond paperwork—into powerful, trackable growth.
Here’s what to include in an effective life coach client intake form, and how to turn that information into action.
1. Personal and Contact Information
Collect the basics: full name, email, phone number, location, time zone, and preferred method of communication. This ensures smooth scheduling and future check-ins.
Bonus tip: Ask for a preferred name and pronouns to create a respectful and personalized client experience.
2. Current Life Snapshot
Get a sense of who your client is and what their day-to-day looks like. Include questions such as:
- What is your occupation?
- What does a typical week look like for you?
- Are there any major life transitions happening right now?
This information gives you context that can inform how you approach sessions, goal setting, and accountability.
3. Coaching Goals and Intentions
One of the most important sections. Ask:
- Why are you seeking coaching at this point in your life?
- What would you like to achieve through this coaching relationship?
- What does success in coaching look like for you?
These questions help you align your coaching structure with your client’s desired outcomes—and can later be used to track progress and evaluate success.
4. Life Satisfaction Self-Rating
Invite your client to rate their satisfaction in different life areas (on a scale of 1–10). Suggested categories:
- Health & Wellness
- Career & Work
- Finances
- Relationships
- Personal Growth
- Fun & Recreation
- Home Environment
- Spirituality or Meaning
- Emotional Well-being
How GoodLiife Score helps:
The GoodLiife Score App turns these self-ratings into a visual, dynamic “life wheel” based on 27 life best practices. Clients gain immediate clarity on what’s working and what’s not—while coaches gain a measurable starting point to build from.
5. Strengths, Challenges, and Beliefs
Tap into mindset and personal patterns with questions like:
- What are your top 3 personal strengths?
- What beliefs, habits, or patterns do you feel are holding you back?
- What challenges are you currently navigating?
This opens the door to deeper conversations and helps the coach understand what internal and external factors may influence a client’s progress.
6. Support Systems and Resources
Ask your client to reflect on their current support network and personal tools:
- Who do you turn to for support?
- What practices or habits already support your well-being?
- Are there any areas where you feel unsupported?
This helps you gauge how much external support they have—and where coaching can fill in the gaps.
7. Accountability and Communication Preferences
Ask:
- How do you prefer to receive feedback or encouragement?
- How do you stay motivated or focused on goals?
- What level of accountability works best for you?
Understanding this helps you tailor your coaching style to suit your client’s personality and preferences.
8. Legal Disclaimers and Consent
Don’t forget the logistics. Include a short agreement or link to terms of service that clarifies:
- The nature and limits of coaching
- Confidentiality
- Payment and scheduling policies
- Cancellation and rescheduling terms
- A signature or checkbox for digital consent
This protects both parties and creates clear expectations.
Bonus: Journaling Prompts and Pre-Coaching Reflections
Encourage the client to reflect more deeply with prompts such as:
- What would make the next 6 months feel meaningful for you?
- What do you want to feel more (or less) of in your life?
- What does “living well” mean to you?
GoodLiife Integration:
The GoodLiife Score App features a built-in Journaling tool where clients can write responses, track insights, and log reflections before or after sessions. Coaches can (with permission) view entries to tailor sessions and track emotional growth over time.
Final Thoughts
A thoughtful intake form does more than gather information—it builds trust, opens up honest dialogue, and creates alignment before your first session begins. It sets the foundation for coaching that’s not just goal-oriented, but deeply personal and intentional.
And with the GoodLiife Score App, you can transform that intake into action—connecting insights to data, journaling to growth, and awareness to real change.
Ready to upgrade your client intake process?
Start with a form that invites clarity—and let the GoodLiife Score App bring the rest to life.