Life Coaching Client Information Form

Fully editable with custom branding. Send, print or embed online.
Get template
Get template
star iconstar iconstar iconstar iconstar icon
1020+ Reviews
Bonsai has helped create 1,023,928 documents and counting.

The Life Coaching Client Information Form is an essential tool for life coaches aiming to create personalized and effective coaching experiences. By collecting vital information such as clients' goals, challenges, and personal backgrounds, this form allows coaches to tailor their sessions to meet individual needs. Understanding each client's unique situation not only enhances the coaching relationship but also improves outcomes, as coaches can develop strategies that resonate with their clients' specific circumstances. This form serves as a foundational step in the coaching process, ensuring that clients feel heard and understood from the very beginning.


The Life Coaching Client Information Form fits seamlessly into the client onboarding process, acting as a crucial first step in establishing a productive coaching relationship. Coaches can easily share this form with new clients via email or through a secure link, allowing for efficient data collection. By integrating this form into their workflow, coaches can streamline the onboarding process, gather necessary insights, and ensure that both they and their clients are aligned on expectations and objectives right from the start.

Frequently asked questions
Why is a life coaching client information form used?
chevron down icon
A life coaching client information form is used to collect essential personal and contact information from new clients, streamlining the onboarding process and ensuring accurate data collection.
What should be included in a life coaching client information form?
chevron down icon
A life coaching client information form should include fields for Client Name, Primary Contact Person, Business Phone, Website, Background Information, Key Areas of Focus, Upload any relevant documents, and Special Requirements or Considerations.
When to use a life coaching client information form?
chevron down icon
A life coaching client information form should be used whenever a coach needs to collect information from new clients to initiate a relationship, provide services, or customize offerings.

Get more template for your business.

Discover 1,000 additional templates to use in your industry.
Agreements
Life Coaching Session Template
Get template
Get template
Agreements
Executive Coaching Agreement Template
Get template
Get template
Agreements
Coaching Agreement Template
Get template
Get template
Proposals
Mentoring Proposal Template
Get template
Get template
Proposals
Life Coach Proposal Template
Get template
Get template
Proposals
Executive Coaching Proposal Template
Get template
Get template
Invoices
Life Coaching Invoice Template
Get template
Get template
Invoices
Coaching Invoice Template
Get template
Get template

Need other templates?

Discover other templates in the same category.
Forms
Project Intake Form
Get template
Get template
Forms
Client Feedback Form
Get template
Get template
Forms
Tax intake form
Get template
Get template
Forms
Recruiter intake form
Get template
Get template
Forms
Free Portfolio Contact Page
Get template
Get template
Forms
Life Coach Assessment Forms
Get template
Get template
Forms
Life Coach Intake Form
Get template
Get template
Forms
Interior Design Client Intake Form
Get template
Get template
Signup to access additional templates.
Additional templates are only available within Bonsai.
Signup
Signup