Getting to know your clients from the start is key to a successful coaching journey. We’ve rounded up 5 of the best life coaching intake form templates to make that first step easier.
These templates will help you ask the right questions, clearly understand your clients’ needs, and set the stage for meaningful progress together.
If you find this article useful, take a look at our top picks for FREE life coaching forms.
Table of Contents
Top Intake Form Templates for Coaches
1. The Coaching Tools Company – Intake Session Template Checklist
The Coaching Tools Company (TCTC) is a fantastic resource for coaches at any stage of their career.
The website features a wide variety of materials, including worksheets, exercises, templates, and articles, all thoughtfully designed to support different aspects of coaching.
Some of their most popular offerings include:
- Coaching Tools Megapack – Over 80 ready-to-use, customizable coaching tools.
- Coaching Welcome Packet – A complete set of coaching templates to kickstart your sessions.
- Life Coaching Toolkit – Essential tools to help clients take actionable steps.
- …and, of course their Intake Session Template Checklist.
This checklist covers key admin tasks like payment and scheduling, provides an overview of the coaching process, clarifies roles, and ensures the client leaves with at least one actionable step. The template also serves as a valuable record for future reference.
Learn more about The Coaching Tools Company in this review.
2. Profi – Coaching Intake Form Template
Profi.io is a versatile and powerful platform designed for coaches, consultants, and service professionals looking to streamline their operations.
It can help you manage clients, schedule sessions, process payments, and even run online courses—all from one place.
Profi also has a variety of free templates that you can easily personalize to your coaching needs, including session notes, contract and agreement templates, and this Coaching Intake Form Template.
You can access these templates and explore more features by visiting Profi.io directly. Sign up today and get your free 30-day trial.
Head to our Profi.io review to learn more.
3. Bonsai – Life Coaching Intake Form
Hello Bonsai is a comprehensive management platform designed to help freelancers and small business owners (particularly those in creative fields) handle various admin tasks.
Key features include Proposals and Contracts, Client and Project Management, and Tax and Accounting, among others.
Bonsai also offers ready-to-use templates built into its intuitive interface, including this fully-editable Life Coach Intake Form. Get this form for free by visiting Profi.io directly.
Learn more about Hello Bonsai by heading to this short review.
4. Practice – Coaching Client Intake Form Template
Practice.do is a simple all-in-one client management software designed for service-based professionals like coaches, therapists, and consultants.
The platform has a centralized dashboard where you can manage client interactions, schedule sessions, track progress, store files securely, and more.
Among its expansive offerings is a plethora of helpful guides and templates, including a client invoice template, a lawyer-approved contractor agreement template, and this Coaching Client Intake Form Template.
Check out our Practice.do review to learn more.
Whether you choose TCTC’s detailed checklist, Profi.io’s versatile template, Bonsai’s intuitive form, or Practice.do’s comprehensive solution, each one will make your intake process more efficient and effective.
Pick the one that best suits your needs, and start building stronger connections with your clients from day one.
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