Life Coach Intake Form

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Life Coach Intake Form

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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Life Coach Intake Form

Fully editable with custom branding. Send, print or embed online.

Life Coach Intake Form

Fully editable with custom branding. Send, print or embed online.

Bonsai has helped create 1,023,928 documents and counting.

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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

As a life coach, you need to learn as much as possible about your client - which is where the life coach intake form comes in. Change is often long past due, which is why many people go for life coaches when they can't get to their goals themselves.

Without a proper life coaching intake form, you may not be able to understand your client's current situation. If you just started your career as a coach, we will teach you how to write the perfect intake form to get new clients.

Why Do You Need Life Coaching Intake Forms?

The more you know about your client, the more you can create a customized program fit for their needs. Some coaches collect information via the kickoff call, filling in the blanks later with follow-up questions.

To ensure nothing is amiss, you may want to do some interview preparation first - especially if you are handling a new client.

A better way to gather information for your coaching sessions is through a life coaching intake form. These forms work pretty much like a job interview: you learn as much as you can about the client experience through a collection of life coach questions.

Based on the answers, you may start building on your coaching process.

What Types of Coaching Intake Forms Are Available?

There are several types of coaching intake forms that you can go for, such as the following:

  • Marriage coaching intake form
  • Parent coaching intake forms
  • Coaching strategy intake form
  • Dietary coaching intake form
  • Academic success coaching intake form
  • Fertility coaching intake form
  • Financial coaching intake form

Life coaching intake forms may be added to that list as well, but it is also a coaching style that covers all of those points. It encompasses every aspect of your life, whether it involves your career, your financial situation, or other areas.

Things to Add to a Life Coaching Intake Form

Coaching forms can differ from one coach to another - and as a life coach, the questions may vary based on your line of business. However, there are some common things that you need to add, which include the following:

Basic Information

The basic information of your client is the first thing you must cover on your life coaching intake form. This includes things such as their name, contact details, as well as their employment history.

This information is needed not only to contact prospective clients but also to create a better plan for them. While you are there, you may want to add an emergency contact as well, just to be safe.

The Client's Career Goals

If you are writing for your first life coaching client and want to come up with a functional plan, then you must know what the endpoint is. What are the personal goals of your client or their career goals?

You need to gather information regarding the timelines that they have in mind. For instance, you can ask them about their goals within the next three months and the next three years.

You may also ask them about their values and the things they believe are hindering them. You have to get an idea of what they expect they may gain by joining your coaching session.

Client History

The more you know about your client's history, the more you will be able to focus on their future. Every person is shaped by the experiences they go through, which is why you should see this as valuable information.

You should ask about the most difficult obstacles that they had to overcome, as well as their biggest successes. How did they get to their current stage of life? Learn as much as possible about the steps they took to reach their previous goals.

Examples of Questions from a Life Coach Intake Form

The questions you add to the intake form will depend on the specific program that you are providing. Here are only a few questions that you may use:

  • What are the top 5 changes you might want to make over the next 5 years in your life?
  • Going from 1 to 10, how happy would you say you currently are?
  • What was the most difficult obstacle you've had to overcome so far?
  • What would you say was your biggest success in life?
  • Why have you chosen those specific goals?
  • Going from 1 to 10, how stressed would you say you are?
  • What do you find most valuable about your life right now?
  • What steps have you already taken so that you may reach your goal?

Each coach intake form is very different, and you may take notes in regard to anything, from their marital status to their academic background information. As long as they help you come up with a plan, every piece of information is useful.

Tips to Create a Professional Life Coach Intake Form

For your coaching business to be a success, you must be very careful when writing the life coach intake form. Here are some things to keep in mind:

Select a Good Coaching Intake Form Tool

There are various online tools that can help you create a life coach intake form. For instance, platforms such as Bonsai can offer you a template so that you can save time - while ensuring no details are amiss. In fact, claim your 14-day free trial to try it it for yourself.

You might want to use coaching tools that can be integrated with Google Forms, Google Docs, or Google Sheets. This way, you will be able to share the document with your client and make the appropriate modifications when necessary.

Figure Out the Right Time to Use the Intake Forms

When you are creating your life coach strategy intake form, you must ensure that it's coming at the right time. For instance, a life coaching intake form can be very efficient when you are targeting a prospect, to see if you can match and turn them into a lead.

A client intake form may also be useful when the client is already on board, but the information you got from your interaction with them is not enough. A coaching intake form can help go deeper into the matter, filling in the blanks so that you can put together the appropriate coaching session.

Choose the Right Questions

As a coach, you'll know exactly what information you need to gather about your clients. Sometimes, you may even need to mash multiple types of questions, especially if you coach more than "life."

For instance, you may be coaching relationship issues or helping them protect their marriage alongside their professional self-discovery. You have to ask the appropriate questions so that you may customize the perfect coaching package or program.

Careful about the Basic Details

Aside from the questions asking for the client's personal information, you also need to add as many relevant details as you can.

For instance, as the clients fill out the form, there should also be instructions on how to do so and what steps to take. Later, you may add information about your company, such as name, logo, and contact information.

You should also add the client's information. This can include their name, address, phone number, or electronic mail addresses. This will help set off the onboarding process.

Get As Many Details as Possible

Your job is to know your client's life story and to help them reach their goals as fast as possible. For that, information can turn out to be a priceless thing.

Ask them about their plans, and how they believe you may be able to help them. What are their concerns or visions for the future?

Each client is unique and the more details you gather, the more you will get closer to their uniqueness. If the questions have all been answered, you may write comments alongside them during the first call.

The Bottom Line

Life coaching careers can help bring a lot of job satisfaction, as you are helping many people reach their goals and purpose in life. And the more you know about them, the better your coaching plan will get - which is why a coaching intake form is necessary.

You can create the form from scratch by yourself, or you may use templates offered by platforms such as Bonsai. The latter helps provide reusable templates, which you may customize based on your client's needs.

You'll choose the strategy, but remember: the more thorough you are, the more clients you can get. So, make sure to ask all the right questions.

Frequently Asked Questions
Questions about this template.

How do I organize results from my coach intake form?

By using a coaching CRM software like Bonsai you have the ability to keep all of your client information, rates, packages, contact info in one neat organized snapshot!