Authentic Living Coaching Intake Form Template

Help authentic living coaches understand where clients feel disconnected from themselves, the roles they perform, and the changes they want to make before the first session.

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This authentic living coaching intake form is designed for coaches who help clients identify where they feel out of alignment in work, relationships, social settings, and everyday life. It creates space for honest reflection before the first session by asking about current challenges, authenticity goals, and the situations where a client feels most like they are wearing a mask.

The template combines basic intake details like name, email, phone number, age range, and pronouns with more specific coaching prompts. It asks what brought the client to coaching now, which parts of life feel least authentic, how authentically they feel they are living today, and how their current persona may be protecting them while also costing them energy, peace of mind, or connection.

Because the questions are structured but reflective, the form helps coaches spot patterns early. Responses can reveal people-pleasing habits, fear of judgment, shifts in identity across settings, and the difference between how a client presents outwardly and how they want to live inwardly.

It works well for life coaching, wellness coaching, and related support practices that focus on self-trust, boundaries, and personal alignment. The template gives coaches a strong starting point for a more intentional discovery process while keeping client context organized before the first conversation.

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Frequently asked questions

What is this authentic living coaching intake form used for?

This template is used to collect structured responses for a authentic living coaching intake form workflow. It gives teams a consistent format for gathering the information they need and reviewing submissions more efficiently.

What information should I collect first?

Start with the most important details people can answer quickly, then move into the more specific questions. In this template, that can include items such as Full Name, Email Address, Phone Number depending on how you customize it.

Can I customize this template for my own workflow?

Yes. You can adapt the questions, required fields, and structure to fit your process while keeping the overall flow clear and easy to complete. That makes it useful as both a starting point and a publish-ready template.

How many questions should a form like this include?

Keep only the questions that directly support the purpose of the form. Shorter forms usually get better completion rates, so it is often better to collect the essentials first and ask for extra details later if needed.

Why use a structured template instead of building from scratch?

A structured template helps you move faster and keeps your submissions more consistent. It also reduces the chance of missing important details because the form already follows a logical order.

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