General Life Coaching Intake

GENERAL LIFE COACHING INTAKE FORM PERSONAL INFORMATION ================== Name: _________________________ Email: ________________________ Phone: _______________________ Date of Birth: ________________ Occupation: ___________________ Preferred Communication Method: ☐ Email ☐ Phone ☐ Text CURRENT SITUATION ================ 1. What brings you to coaching at this time? _________________________________________ _________________________________________ 2. What areas of your life would you most like to improve or develop? ☐ Career/Professional growth ☐ Personal relationships ☐ Health and wellness ☐ Financial goals ☐ Personal development ☐ Life transitions ☐ Work-life balance ☐ Other: _______________ 3. On a scale of 1-10, how satisfied are you currently with your life overall? 1 ── 2 ── 3 ── 4 ── 5 ── 6 ── 7 ── 8 ── 9 ── 10 (1 = Very dissatisfied, 10 = Very satisfied) GOALS AND ASPIRATIONS ==================== 4. What would you like to achieve through our coaching relationship? _________________________________________ _________________________________________ 5. What does success look like to you in 6 months? _________________________________________ _________________________________________ 6. What does success look like to you in 1 year? _________________________________________ _________________________________________ OBSTACLES AND CHALLENGES ======================= 7. What do you believe has been holding you back from achieving your goals? _________________________________________ _________________________________________ 8. What patterns or habits would you like to change? _________________________________________ _________________________________________ 9. How do you typically handle stress or challenges? _________________________________________ _________________________________________ SUPPORT SYSTEM ============= 10. Who are the key people in your support network? _________________________________________ 11. How do family/friends typically respond to your goals and changes? ☐ Very supportive ☐ Somewhat supportive ☐ Neutral ☐ Sometimes resistant ☐ Often resistant COACHING PREFERENCES =================== 12. What qualities do you value most in a coach? ☐ Direct and challenging ☐ Supportive and encouraging ☐ Structured and organized ☐ Flexible and intuitive ☐ Other: _______________ 13. How do you prefer to receive feedback? _________________________________________ 14. What motivates you most? _________________________________________ PREVIOUS EXPERIENCE ================== 15. Have you worked with a coach or therapist before? ☐ Yes ☐ No If yes, what worked well? _________________________________________ What didn't work well? _________________________________________ COMMITMENT AND LOGISTICS ======================= 16. How much time can you realistically commit to coaching work between sessions? ☐ 30 minutes per week ☐ 1 hour per week ☐ 2-3 hours per week ☐ More than 3 hours per week 17. What time of day works best for sessions? ☐ Morning ☐ Afternoon ☐ Evening 18. Preferred session frequency: ☐ Weekly ☐ Bi-weekly ☐ Monthly 19. Any scheduling restrictions or considerations? _________________________________________ ADDITIONAL INFORMATION ===================== 20. Have you completed any personality or strengths assessments before? ☐ Yes ☐ No If yes, what insights did you gain? _________________________________________ If you're interested in gaining deeper personality insights to enhance our coaching sessions, consider taking a professional assessment at: https://www.personality-quizzes.com/for-coaching 21. Is there anything else you'd like me to know about you or your situation? _________________________________________ _________________________________________ 21. What questions do you have about the coaching process? _________________________________________ _________________________________________ 22. Are you interested in completing a personality or strengths assessment to enhance our coaching work together? ☐ Yes ☐ No ☐ Maybe (Professional assessments available at: https://www.personality-quizzes.com/for-coaching) CONSENT AND AGREEMENTS ===================== ☐ I understand that coaching is not therapy or counseling ☐ I understand that I am responsible for my own decisions and actions ☐ I commit to being open and honest in our coaching relationship ☐ I agree to complete agreed-upon action items between sessions Client Signature: _________________ Date: _________ Thank you for taking the time to complete this intake form. This information will help us create a coaching relationship that's tailored to your specific needs and goals.