This grief and loss coaching client intake form is designed to help practitioners gather important information with care before an initial session. It covers core details like contact information, the type of loss experienced, when the loss occurred, and the client's relationship to what or who was lost, creating a clearer picture of their situation from the start.
The template also explores how grief is showing up in everyday life. Questions about common emotions, whether the loss was sudden or anticipated, and effects such as sleep difficulties, appetite changes, trouble concentrating, social withdrawal, or physical symptoms help coaches understand what the client is navigating right now.
Using a structured client intake form like this can make early conversations more focused, supportive, and respectful of the client's pace. It gives grief and loss coaches a practical framework for collecting sensitive information while leaving room for personal context, healing goals, coping patterns, and support-system details.
