Running a life coaching business requires more than just good intentions. You need the proper forms to help you manage your clients and business operations effectively.
This article provides tips on what to include in life coaching client intake forms and other necessary forms for running a life coaching business. It also includes printable templates for each type of form. So if you’re ready to start your own life coaching business, read this article first.
What to Include in a Life Coaching Client Intake Form?
A life coaching client intake form is a document that potential clients fill out to provide information about themselves and their goals. This form helps coaches get to know their clients better and determine if they are a good fit for the coaching program. The following are some items that should be included in a life coaching client intake form:
- Personal Information: This includes the client’s name, contact information, and date of birth.
- Employment Information: This section should include the client’s current job title, company, and how long they have been employed there.
- Education History: The coach should know the highest level of education the client has attained.
- Goals: The client should list their personal, professional, or financial goals.
- Challenges: In this section, the client should identify any challenges they are currently facing that might impede their ability to reach their goals.
- Availability: The coach needs to know when the client is available for coaching sessions.
- Signature: The client should sign the intake form to indicate that they have read and understood the information.
Other Forms Necessary for Running a Life Coaching Business
In addition to a life coaching client intake form, other forms are necessary for running a successful life coaching business. These include:
- Service Agreement: This document outlines the terms and conditions of the coaching relationship between the coach and client.
- Payment Agreement: This form details the payment arrangements for coaching services.
- Release of Information: This form allows the coach to collect information from other professionals who have worked with the client in the past, such as therapists or teachers.
- Feedback Form: This form allows clients to provide feedback on their coaching experience.
- Cancellation Policy: This policy should be included in the service agreement and outlines the procedures for canceling coaching sessions.
Printable Templates for Life Coaching Intake Forms and Other Forms
Below are printable templates for life coaching intake forms and other necessary forms for running a life coaching business:
Life Coaching Client Intake Form Template
This is a sample life coaching client intake form. Feel free to use this template as-is or modify it to suit your own needs.
Name: ______________________________ Date of Birth: ___________________________
Address: _____________________________________________________________________
Phone Number: _______________________ Email Address: _________________________
Employer: ___________________________ Job Title: _____________________________
Length of Employment: ________________ Highest Level of Education: ______________
Goals: _______________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Challenges: ___________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Availability for Coaching Sessions: _____________________________________________
Signature: ________________________________________________________ Date: ______
Service Agreement Template
This is a sample service agreement between a life coach and client. This agreement can be modified to suit your own needs.
- Services: The life coach will provide coaching services to the client as outlined in this agreement.
- Duration of Agreement: This agreement will begin on ______________________ and will end on ______________________.
- Fees and Payment: The client will pay the coach a fee of ____________ per month, payable on the ____ day of each month. If the client cancels coaching services before the end of this agreement, they will still be responsible for payment of the full monthly fee for that month.
- Termination of Agreement: This agreement may be terminated by either party with 30 days written notice.
- Confidentiality: The life coach agrees to keep all information shared by the client during coaching sessions confidential, except as required by law.
- Client Rights: The client has the right to terminate coaching services at any time and is under no obligation to continue coaching after the end of this agreement.
- Coach’s Rights: The coach has the right to terminate coaching services at any time and is under no obligation to continue coaching after the end of this agreement.
Signature of Client: _________________________________________________________
Date: ______________________
Signature of Life Coach: _____________________________________________________
Date: ______________________
Payment Agreement Template
This is a sample payment agreement between a life coach and client. This agreement can be modified to suit your own needs.
- Payment: The client agrees to pay the coach a fee of ____________ per month, payable on the ____ day of each month. If the client cancels coaching services before the end of this agreement, they will still be responsible for payment of the full monthly fee for that month.
- Late Payments: If payment is not received by the due date, the coach reserves the right to terminate coaching services and require immediate payment in full.
- Returned Checks: A returned check fee of $30 will be charged for any checks that the bank returns.
- Cancellation of Services: The client may cancel coaching services at any time but will still be responsible for payment of the full monthly fee for that month.
Signature of Client: _________________________________________________________
Date: ______________________
Signature of Life Coach: _____________________________________________________
Date: ______________________
Release of Information Template
This is a sample release of information agreement between a life coach and client. This agreement can be modified to suit your own needs.
- Purpose of Release: This release aims to allow the coach to obtain information from third parties that may be relevant to coaching services.
- Parties Covered by Release: This release covers ______________________________ (e.g., family members, therapists, physicians, etc.).
- Types of Information Released: The coach may request and receive ______________________________ (e.g., medical records, psychological evaluations, etc.) from the parties covered by this release.
- Duration of Release: This release will remain in effect for the duration of the coaching relationship and for ______________________________ after coaching services have ended.
- Confidentiality: The coach agrees to keep all information received via this release confidential, except as required by law.
Signature of Client: _________________________________________________________
Date: ______________________
Signature of Life Coach: _____________________________________________________
Date: ______________________
Feedback Form Template
This is a sample feedback form that life coaches can use with their clients. This form can be modified to suit your own needs.
- What aspects of coaching did you find most helpful? _________________________________________________________
- What aspects of coaching did you find least helpful? _________________________________________________________
- How would you rate the quality of coaching services overall? _________________________________________________________
- Would you recommend coaching to others? _________________________________________________________
- Is there anything else you’d like to share about your experience with coaching? _________________________________________________________
Signature of Client: _________________________________________________________
Date: ______________________
Cancellation Policy Template
This is a sample cancellation policy that life coaches can use with their clients. This policy can be modified to suit your own needs.
- Cancellation Policy: Appointments must be canceled at least 24 hours in advance, or the client will be responsible for payment in full for that session.
- Late Arrivals: If the client arrives more than 15 minutes late for a session, the coach may choose to either shorten the session or cancel it entirely. The client will still be responsible for payment in full for that session.
- No-shows: If the client does not show up for a scheduled session, they will be responsible for payment in full for that session.
- Emergency Cancellations: In the case of an emergency, the coach will try to accommodate rescheduling of the session, but is not obligated to do so.
Signature of Client: _________________________________________________________
Date: ______________________
Signature of Life Coach: _____________________________________________________
Get Started as a Life Coach
Running a life coaching business requires a lot of paperwork! Client intake forms, the release of information agreements, feedback forms, and cancellation policies are just some of the documents you’ll need to have on hand. We’ve provided templates for all these forms so you can get started immediately. Remember to customize them to fit your own needs.