Contents of the Template:
- Personal Information: Provides a structured format to capture the client’s basic personal details such as name, birth date, and gender.
- Contact Information: Allows the coach to collect necessary communication details, from the address to phone number and email.
- Emergency Contact: A key safety feature, ensuring the coach has access to an emergency contact in case of any unforeseen situations.
- General Background: Gathers insights into the client’s educational background, current occupation, and relationship status.
- Coaching Goals and Expectations: An in-depth section dedicated to understanding the client’s aspirations and potential challenges.
- Health & Wellness: Provides an overview of the client’s physical and mental well-being.
- Lifestyle & Habits: Helps gauge the client’s satisfaction in various domains of their life, such as work, relationships, and personal growth.
- Availability: Assists in scheduling sessions by knowing the client’s preferred coaching time.
Why Use This Template:
- Efficiency: It streamlines the initial consultation process, ensuring you gather all necessary information in one go.
- Consistency: Using this template ensures every client provides the same set of information, making data collection uniform.
- Clarity: By having clients fill out this form, both the coach and client gain clarity on the coaching objectives and desired outcomes.
- Professionalism: Presenting a structured intake form showcases a high level of professionalism and preparation.
Ideal For:
- New Clients: Perfect for individuals embarking on their first life coaching session, ensuring a smooth start to the coaching relationship.
- Returning Clients: Useful for those who may have had a hiatus and are re-engaging with coaching, allowing for an updated intake of information.
- Group Coaching Sessions: Assists in gathering details from multiple individuals in a consistent format.
- Coaches transitioning to a new platform or mode of coaching: Provides a structured way to collect information from existing clients, ensuring no crucial detail is overlooked.
