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Client Intake Form for Coaching Sessions

This document is a client intake form for a coaching session. It requests contact information from the client and asks a series of questions to better understand the client's strengths, current life situation, goals and vision. The client is asked to describe themselves, their daily routine, top life challenges, ideal future outcomes, both short and long-term goals and their dream for how they want their life to look in 12 months. The form aims to gather holistic information about the client to help guide the coaching engagement.

Uploaded by

zarea coneac
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
47 views9 pages

Client Intake Form for Coaching Sessions

This document is a client intake form for a coaching session. It requests contact information from the client and asks a series of questions to better understand the client's strengths, current life situation, goals and vision. The client is asked to describe themselves, their daily routine, top life challenges, ideal future outcomes, both short and long-term goals and their dream for how they want their life to look in 12 months. The form aims to gather holistic information about the client to help guide the coaching engagement.

Uploaded by

zarea coneac
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
  • Client Intake Form
  • Strengths Finder
  • Goal Setting and Reflection
  • Focus and Opportunities

Example of Client Intake form

Hello Amazing One, and so our adventure begins....

**the PDF is designed fro you to be able to type your responses**

To support making the most of our time together please take some time to review and fill out the
following ( please type your answers in this actual document ) at least one day prior to our first session
together.

Once you have it completed, please email it back to me at emily@[Link] and have it
available during our call.

Allow yourself to take time to fully answer each question. Be sure to answer each question from this
new upleveled version of YOU. And honesty is the KEY – not even for me, but truly for you and for
moving forward quickly.

xo

Emily- The Angel Coach

Contact Information

Name: __________________

Address: ___________________________

Email: ___________________________

Phone Numbers - Home/Office/Mobile: ___________________________

Emergency Contact: ___________________________

*although my intention is this is NOT needed please provide an alternate way that I can reach you or
your loved ones in an emergency scenario.

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Strengths Finder:

Take your time in answering the following questions. Keep a copy for yourself, and always know – what
is shared here, is shared for us to use in support of your growth. Nothing will go beyond our
conversations without complete agreement from us both.

Yourself: Describe yourself

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What do you love most about your current life?

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What do you love least about your life?

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What are your current top 3 biggest life challenges and why?

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2. ________________________________________________________________________________
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Describe as best as you can your week daily routine?

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weekend routine:

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What are you currently focusing your energy and attention into bettering during the next 4
months?

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Describe your IDEAL DAY:

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List 3 short-term goals you would like to work on with measurable results for each over the next
30 days (Hint: keep these simple)

1. _______________________________________________________

2. _______________________________________________________

3. _______________________________________________________

List 3-6 more goals you would like to work on over the next 6 months with measurable results for
each. (Hint: this is the time to stretch yourself!)

1. _______________________________________________________

2. _______________________________________________________

3. _______________________________________________________

4. _______________________________________________________

5. _______________________________________________________

6. _______________________________________________________

What would you like your life to be like 12 months from now?

DREAMING BIG FOR SURE ON THIS ONE ;-)

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What do you think is holding you back or has slowed your progress up to now (resources,
understanding/knowledge of new tools, friends, family, mentors, inner mindset)?

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If you could change ONE thing in your life right now- what would it be ?*(Hint – don’t overthink on
this one – go with the first thing that pops into your mind.)

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What is the biggest opportunity/resource that you’re not taking advantage of?

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What are the negative things you typically tell yourself? (Make a list, please.)

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What do you desire as your MAGICAL Leap in life for the next 4 months:

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Results are an issue of personal responsibility simply signing up to work together is no guarantee
that you will achieve results. BUT please know I am committed to your progress, and need you to
do the same for yourself.

Are you ready and willing to make the changes necessary to achieve your goals? ____________

How do you want me to support you, if I notice that you are falling off track? (I’m always loving...
no worries!)

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What is the most empowering and helpful thing I can do for you during our time together?

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Hooray! You have already completed one of the most important steps to reaching the next level in
your life! Give yourself a pat on the back and go celebrate.

A note about me : I work best with those who are willing, rather than those who doubt or resist
everything. What it comes down to is: I truly want the best results for you out of our work.

Do I have permission to gently call you on using excuses, avoiding, resisting recommendations if I
see it happening?

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Please save this as a pdf (in File menu above) and then email to me at emily@[Link]

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Common questions

Powered by AI

The intake form facilitates a collaborative coaching relationship by ensuring that both the client and coach have a shared understanding of the client's personal challenges, goals, and preferred support methods. This forms a foundation for trust and effective communication, allowing the coach to more accurately support the client's journey .

Describing an 'ideal day' in the intake form allows clients to visualize their aspirations and establish a clear picture of their desired lifestyle. This exercise in visualization can help motivate them to make necessary changes and align their daily actions with long-term objectives .

Honest responses on the Client Intake form can lead to more tailored coaching strategies and effective personal growth because the coach can address genuine concerns and goals. This honesty ultimately empowers clients by aligning coaching efforts with authentic needs and aspirations .

The form addresses potential obstacles by asking clients to identify factors that may be holding them back or slowing their progress, such as lack of resources, knowledge, or even personal mindset challenges. This self-awareness can help create strategies to overcome these barriers .

The intake form helps align client expectations with coaching outcomes by asking clients to verbalize their goals, desired changes, and how they envision their life in the future. This makes expectations explicit and ensures that both the client and coach focus on achieving these realistic, measurable outcomes .

The structure of the Client Intake form facilitates self-reflection by prompting clients to describe their current life, identify challenges, and articulate their desires for the future. Questions are designed to engage clients in a deep evaluation of their personal circumstances, such as describing their strengths, current focus, and ideal scenarios in life .

Acknowledging what clients 'love least' about their life is impactful because it brings awareness to elements that may cause dissatisfaction or hinder growth. This recognition allows both the client and coach to focus on addressing these issues directly, facilitating meaningful change .

The primary purpose of the Client Intake form is to prepare clients for their sessions by having them reflect deeply on their current life situation, goals, and challenges. This reflection is aimed at facilitating effective conversations during coaching sessions by providing honest and comprehensive answers, which are shared for the mutual benefit of the client and coach .

Client responsibility is crucial for the effectiveness of the coaching process, as the document suggests that signing up for coaching alone doesn't guarantee results. Clients must be committed to their progress, actively engage in the process, and respond to feedback, which emphasizes mutual accountability to achieve transformational outcomes .

The intake form encourages clients to set measurable goals by asking them to list specific short-term and long-term objectives with measurable results. This approach ensures that goals are SMART (Specific, Measurable, Achievable, Relevant, Time-bound), providing clarity and a framework for tracking progress .

Example of Client Intake form Hello Amazing One, and so our adventure begins.... **the PDF is designed fro you to be able to
Strengths Finder: Take your time in answering the following questions. Keep a copy for yourself, and always know – what is
What are your current top 3 biggest life challenges and why? 1. ____________________________________________________________
weekend routine: ____________________________________________________________________________________ ______________________
List 3 short-term goals you would like to work on with measurable results for each over the next 30 days (Hint: keep these s
____________________________________________________________________________________ ________________________________________
____________________________________________________________________________________ ________________________________________
What is the biggest opportunity/resource that you’re not taking advantage of? ______________________________________________
____________________________________________________________________________________ ________________________________________

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