TemplatesFor coaches
Life coaching intake form: 7 questions to ask before the first session
Questions for a life coaching program, about goals, values and transitionsQuestions for a life coaching program, about goals, values and transitions. Your client says what’s prompting them to work with a coach now, which part of their life to focus on, what they’d like to be different by the end, and how much time they can give it each week. Optional questions ask for the values that matter most to them and any milestone coming up to plan around.
Free until your first client pays you, then $19/month · card required
The template as your client sees it, for Northfield Leadership Co., a fictional coach, with an example package and a $600 deposit
What your client is asked
7 questions · 4 required. Reword, reorder, add or remove any of them before you send your first link, up to 10 questions. Links you have already sent keep the questions they were created with.
- ParagraphRequired
What’s prompting you to work with a coach right now?
A change you’re making, a decision you’re weighing, or a sense that it’s time for something new.
- DropdownRequired
Which part of your life would you most like to focus on?
Choices: Career and work · Relationships and family · Money and finances · Personal growth · A major life change · Something else
- ParagraphRequired
By the end of our work together, what would you like to be different?
Pick one to three things. We will sharpen them together in the first session.
- Short answerOptional
Which three values matter most to you at the moment?
For example: freedom, family, craft. There are no wrong answers.
- Short answerOptional
Is there a change or milestone coming up that we should plan around?
A move, a new job, a launch, a wedding: anything with a date attached.
- DropdownRequired
How much time can you give this each week, outside our sessions?
Choices: Under an hour · 1–2 hours · 3–5 hours · More than 5 hours
- DateOptional
When would you like to start?
Free tool
Not sure what deposit to ask for?
The coaching package calculator turns sessions, price and program length into a package price, a deposit and the balance due later
Other templates
Each one is a starting point for one kind of engagement. You pick one when you set up IntakePay.
- Business & executive coachingFor coaches · 8 questions
- Career coachingFor coaches · 7 questions
- Brand & design projectFor designers · 8 questions
- Consulting engagementFor consultants · 8 questions
- Tutoring packageFor tutors · 8 questions
- Service bookingFor other solo businesses · 7 questions
- Custom cake orderFor other solo businesses · 8 questions
Start with the Life coaching template
Start free from here, and the template is already picked when you set up your business
Free until your first client pays you, then $19/month · card required