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Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Coaching Intake Form

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Coaching is an exciting way to impact your clients' lives positively. When you have a thriving life coaching business, you can earn a living while doing good in the world. A key aspect of this success comes from understanding each client's uniqueness and developing a high-value coaching program to ultimately deliver the best results. For this reason, getting to know your new clients before you even meet for the first session is crucial.

The best way to do this is by implementing a coaching intake form as part of your onboarding process, ideally before you even sign a coaching contract. Whether you just landed your first life coaching client, or you're looking to streamline client intake now that your business is growing, this intake form will be a simple and professional way to gather all basic details such as contact information but also to dig deeper into your client's life story, goals and expectations.

To help you draft a comprehensive life coaching intake form, we will go over some of the main aspects you must cover and some example questions to get you on the right path. But first, let's quickly go over some of the main benefits of using a client intake form early in the coaching process.

Note: With Bonsai's all-in-one product suite you can streamline your processes with professional and well-designed client forms. Quickly create and share your online intake form with new clients to save time without compromising quality. Get yours today for 7 days at no cost!

Benefits Of Using a Life Coach Intake Form

Using the correct life coaching tools makes any business more manageable and effective. When you use coaching forms, here are the primary benefits you can expect:

Better insights into your clients

An assessment form allows you to collect information from your new coaching clients to understand their needs better. Additionally, this intake form provides vital information to ensure you are a good fit for the prospective client and you will be able to deliver the results they are looking for.

When they fill out the coaching forms, it gives you their perspective on important questions before your first coaching session.

More organized processes

When working with several coaching clients, you need the right tools to keep the information organized and the processes running smoothly. A life coaching strategy intake form should be part of your coaching toolkit.

Better client records

Constantly remembering what a client said or, even worse, forgetting necessary details about them can be disastrous to your life coaching business. Using coaching forms can make it easier to keep accurate client records employing an appropriate document.

Adaptable to different clients

Digital life coaching forms can be adapted and changed to meet other clients’ needs. For instance, you could have business coaching forms and life coaching forms for several types of clients.

Top Questions and Details to Include In Your Life Coaching Intake Form

Now that you know how your life coaching intake form will positively impact your business, let's go over some essential elements you should keep in mind when creating your own form. This list is by no means exhaustive, and you should include as many relevant questions as you find appropriate for your practice.

Basic Client Information

First and foremost, no life coaching intake form is complete without the prospective client's basic contact details. Feel free to include any more fundamental queries you see necessary. Don't view these questions as merely a checklist item to complete before moving on to the "good" questions. Gather as much client's personal information as you can in this section because even this basic knowledge can help you create an effective coaching strategy.

- First and last name

- Age

- Date of birth

- Gender

- Phone number

- Email address

- Home address

- Marital status (single, married, divorced, widowed)

- Occupation

Life Goals

Future goals are the most crucial piece of information you need from your potential clients. You must ask your client insightful questions that will enable you to completely comprehend the client's career goals, as well as any personal issues they hope to resolve. Their responses will serve as the basis for developing tailored coaching sessions.

- What are your top three personal goals?

- What are your top three professional goals?

- What is your personal vision for your life?

- Why do you wish to accomplish the objectives you listed earlier?

- Have you already taken any action to reach these goals? If so, what outcomes have you seen and what lessons have you learned as a result?

Current Situation

Understanding your client's current situation is almost as important as knowing where they want to be. These questions will help you get a better grasp of how your clients perceive their challenges and you can prepare follow-up questions using this information to identify red flags during the intake session.

- What are the top three things that upset you about your life right now?

- What are the top three things that make you happy about your life right now?

- What would you say is your greatest motivation in life right now?

- Are you willing to make changes to your life?

- What personal and professional strengths would you say you have?

- Are you currently taking any medications?

- Do you have any health conditions you are willing to share?

Coaching Preferences and Expectations

As a professional life coach, one of the biggest challenges you face is developing a coaching program that your customers find valuable and believe will be worthwhile. The more clients you work with, you will realize people may have different understandings of what your services actually entail, and may be expecting unrealistic results.

For this reason, it's important to include a set of questions that help you set clear expectations and understand the best way to help your future client.

- What do you expect to get out of this coaching relationship?

- Have you previously worked with a professional coach before? If so, what did you like and dislike about the experience?

- How long would you like to take to transform your life?

- How do you typically respond to criticism and how does it make you feel?

- What encourages you to pursue new endeavors? What discourages you from doing so? (Contexts, perspectives, individuals, etc.)

- What techniques make learning more efficient for you? Do you learn best by doing, seeing, reading, or listening?

- How do you want me to help you as our coach-client relationship progresses?

Final Thoughts

Successful life coaches rely on tools like the life coach intake form to make their work more efficient and to allow them to focus more on helping clients. We offered a basic guide for you to create your own questionnaire which can take multiple forms, including marriage, career, parent, or dietary coaching intake form.

Whether you are a budding life coach or already established, use as many tools as possible, including coaching templates, coaching intake forms, life coach intake forms, and other essentials. They can help you to create a life coaching toolkit that empowers your life coaching practice to succeed.

Create the Perfect Life Coach Intake Form With Bonsai

Now that you're ready to create your own coaching intake form, make it simple with Bonsai's custom form builder! Our software allows you to easily create a professional and branded document that you can quickly share with your prospective clients via email or URL link. To help you collect more leads and streamline your onboarding process, we also give you the option to have this intake form embedded into your business website.

Our forms are completely customizable, allowing you to add as many questions as you need, select your preferred answer format, rearrange all fields and incorporate your own branding elements. If you need more help, check out Bonsai's all-in-one product suite, offering endless administrative tools to help you manage client onboarding, invoicing, payments, taxes, accounting and much more.

Our software is designed for small business owners and start-ups looking to save time and grow their business. Start your 14-day free trial today and see for yourself!

Frequently Asked Questions

Questions about this template.

What is an intake coaching session?

You can establish the terms of the coaching partnership during an intake session. The client expresses their perception of the issue. In order to find out what the underlying issue is, you must engage with them as a coach.

What is an intake checklist?

An intake form checklist gathers all the data a department or organization needs to appropriately evaluate and direct a person or request through a business process.

How do you conduct an intake session?

Listening actively and asking engaging questions. Let the client know that they can answer honestly without any shame. The intake session is supposed to help them improve themselves.