Life Coaching Intake Forms: What is it?

Prior to the session taking place, the client will receive a life coaching intake form.  The documentation will tell you everything about your customer, including who they are, what they need, what is important to them, and where they want to go. Following that, you will utilize this form to plan your strategy for your client’s first session with you. The form will assist you and your clients in ensuring that the first session is productive and covers all the necessary topics. On this form, you could ask the customer for their name and address as well as other important information that will help you get ready for your first meeting. With the aid of this form, you can create a transformational process for every client you work with and make sure you have all the data you require to assist them in leading better lives.

Why Is An Intake Form Required?

If you don’t complete an intake form, you’ll spend most of your first session getting to know your client and working on remembering every detail. This might be a challenging approach that gives your customer the impression that they only learned a lot of the fundamentals during the first session. Additionally, without this form, you would have had no information with which to plan or prepare for follow-up questions on your initial call. As a result, everything will be completed quickly, and you could feel pressure during your first interaction with a paying client.

Questions to Put On Your Intake Form for Life Coaching

Your program’s unique requirements will determine the precise questions you should include in your life coach intake form, but some of them will be applicable in any circumstance. Make your own intake form using the questions on this list as a guide. Remember to include the fundamentals as well as these inquiries, such as:

  • What long-term objectives do you have for the next five years?
  • What are your three-month objectives?
  • What three things do you think are holding you back?
  • What do you currently value most in life?
  • Is there anything you have accomplished to date that is most significant to you, and how did you accomplish it?
  • What has been your greatest obstacle to date, and how did you overcome it?
  • What actions have you previously taken to further your objectives?

There are more questions you may include, particularly in light of your focus on life counseling, such as: 

  • What spurs you on to try new things, and what stops you?
  • Do you favor in-person meetings over video calls?
  • How do you react when someone criticizes you?
  • How often do you think you should evaluate your progress to keep on the course?
  • Which approaches to learning are most effective?
  • What can I do to help you the most throughout our relationship?

When to Share Your Coaching Intake Form and Where to Do It?

Depending on your particular onboarding procedure, you’ll want to distribute your coaching intake form at the appropriate stage. First, think about developing two distinct intake forms. 

A more thorough form is available for confirmed clients, and one is intended to provide you with more details about potential clients who schedule a free consultation with you.

When clients try to provide you with as much information as possible, completing a coaching intake form may take a while. They can become discouraged by a lengthy and extensive form if they haven’t had a chance to speak with you and determine whether you would be a suitable fit for their requirements. Create an intake form that represents your company by going above and beyond. You may purchase one of our life coaching websites or logo designs if you don’t already have a brand you adore. They are simple to alter. Just picture how happy your client will be to get something that looks like that! That’s all there is to it! Now that the intake form is operational, all of your customers may complete it before their coaching sessions with you. When they reserve and pay for your package, they’ll get the questionnaire right away.