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すべてのテンプレート
Industry-Specific

Life Coach Client Intake & Goal Discovery Survey

A pre-session intake for life coaches that maps a new client's priority life areas, readiness for change, and confidence levels — then uses an AI follow-up interview to surface the real story behind their stated goal so the first session starts with clarity instead of small talk.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全14問・約7分
Q01
メッセージ

Welcome! Before we meet, I'd like to understand where you're starting from. Your responses are completely confidential and anonymized. This takes about 6-8 minutes, and there are no wrong answers — the more honest you are, the more useful our time together will be.

Q02
選択式必須

What's the primary area of your life you want coaching to focus on right now?

  • Career & work
  • Relationships
  • Physical health & fitness
  • Emotional wellbeing & stress management
  • Finances & money
  • Personal growth & confidence
  • Life purpose & direction
Q03
ベスト・ワースト選択（MaxDiff）必須

Looking at these areas of life, which matters most to focus on right now, and which matters least?

  • Career & work
  • Relationships & family
  • Physical health & fitness
  • Emotional wellbeing & stress
  • Finances & money
  • Personal growth & learning
  • Purpose & direction
  • Fun & recreation
各セットで最も良いもの・最も悪いものを選択最も良い:Most important to focus on right now最も悪い:Least important to focus on right now
Q04
オピニオンスケール必須

Overall, how satisfied are you with your life at this moment?

スケール: 0 – 10
最小:Not satisfied at all最大:Completely satisfied
Q05
オピニオンスケール必須

How ready do you feel to actually make changes, versus just thinking about them?

スケール: 1 – 7
最小:Not ready at all最大:Fully ready and committed
Q06
選択式

Which of these have you tried before to work on personal growth or change?

  • Self-help books or podcasts
  • Therapy or counseling
  • Previous coaching (life, career, or otherwise)
  • Support groups
  • Meditation or mindfulness apps
Q07
スライダーマトリクス必須

How confident do you feel in each of these areas of your life today?

5行（各行にスライダー1つ）
  • Career & work
  • Relationships
  • Physical health
  • Finances
  • Emotional wellbeing
スライダー 0〜10最小:Not at all confident最大:Extremely confident
Q08
自由回答（短文）必須

In one or two sentences: what's the one change you most want to see in your life over the next 90 days?

Q09
AIインタビュー

Dig into the respondent's stated 90-day goal and their top-ranked priority area from the trade-off question. Ask what triggered wanting this change now, what they've already tried and why it didn't stick, and what specifically would be different in their daily life if they succeeded. If their answer is vague or purely aspirational (e.g. 'be happier'), push for a concrete recent moment that illustrates the problem. Also surface what obstacle they expect will get in their way first.

Q10
選択式

What coaching style do you think would work best for you?

  • Structured, with clear action plans and accountability check-ins
  • Exploratory conversations that help me think things through
  • Direct and challenging ('tough love')
  • Warm and encouraging with gentle nudges
  • Not sure yet — I'd like guidance
Q11
選択式

Realistically, how much time per week can you commit to coaching exercises or homework between sessions?

  • Less than 30 minutes
  • 30-60 minutes
  • 1-2 hours
  • More than 2 hours
  • Not sure yet
Q12
選択式

Which age range do you fall into?

  • Under 25
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65 or older
  • Prefer not to say
Q13
選択式

What's your current employment situation?

  • Employed full-time
  • Employed part-time
  • Self-employed or business owner
  • Student
  • Unemployed
  • Retired
  • Prefer not to say
Q14
メッセージ

Thank you for sharing all of this — it genuinely helps. Your coach will review these answers before your first session so you can spend that time moving forward, not filling in background.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Goes beyond a static intake by using an AI follow-up interview that digs into the respondent's stated 90-day goal and their top-ranked priority area, surfacing the real story before the first session.
  • Combines structured discovery (multiple choice on focus area, a max-diff priority ranking, and a slider matrix rating confidence across life areas) with open reflection (a short-text description of the one change they most want to see).
  • Measures both satisfaction and readiness for change with two distinct opinion-scale questions, so coaches can separate 'wants to change' from 'ready to act.'
  • Bookends the flow with warm, transparent chat messages explaining why the intake matters and thanking the client, plus practical logistics (time commitment, coaching style preference, employment status) so the coach walks in with full context instead of small talk.

Jotform

Life Coach Intake Form Template

A static, fielding-ready intake form built on Jotform's drag-and-drop form builder, aimed at capturing basic client background before a coaching engagement. It's a fixed question set rather than an adaptive interview, so every client answers the same static questions regardless of their responses. Good for simple paperwork-style intake, not for probing the story behind a goal.

優れている点

  • Easy to customize within Jotform's widely-used drag-and-drop builder
  • Likely integrates with Jotform's broader ecosystem (e-signatures, payment collection, file uploads)
  • Fielding-ready template requiring no survey design work to launch

物足りない点

  • No adaptive follow-up questioning — the form asks the same fixed questions to every client
  • No AI-driven scoring of response quality or depth
  • No voice interview option or guided screen-share tasks

Typeform

Life Coach Intake Form Template

A conversational one-question-at-a-time intake form styled in Typeform's signature format, designed to feel more personal than a typical paperwork form. It relies on pre-set logic branching rather than genuine AI-generated follow-ups, so the 'conversational' feel is UI polish rather than adaptive interviewing. Solid for a friendly first-touch intake, less suited to uncovering nuance behind a stated goal.

優れている点

  • Polished, conversational one-at-a-time question flow that reduces form fatigue
  • Supports basic logic/branching to personalize question order
  • Mobile-friendly, visually appealing template out of the box

物足りない点

  • No true adaptive AI follow-up — branching is pre-scripted, not generated in response to what the client actually says
  • No automated quality scoring of open-ended answers
  • No voice AI interview or guided task/screen-share capability

QuestionPro

Life Goals Survey Template

A general-purpose survey template on life goals and aspirations, built for QuestionPro's broader survey/market-research platform rather than for coaching intake specifically. It offers standard survey question types and reporting, but isn't tailored to the pre-session coaching context (readiness for change, coaching style fit, priority ranking of life areas). Useful as a generic life-goals questionnaire, not a purpose-built client intake flow.

優れている点

  • Backed by a mature survey platform with robust analytics and reporting dashboards
  • Offers standard question type variety (rating, multiple choice, etc.) for general life-goals research
  • Fielding-ready template that can be launched without survey design work

物足りない点

  • Not coaching-specific — no readiness-for-change, coaching-style-fit, or priority-ranking structure geared to a coach-client intake
  • No adaptive AI interview to probe the reasoning behind a stated goal
  • No automated per-response quality scoring or transparent prompt methodology

SurveyMonkey

Client Intake Form Template

A generic client intake template meant for service providers broadly, not tailored to life coaching specifically — coaches would need to heavily customize it to capture priority life areas, readiness for change, or confidence levels. It's a straightforward, fielding-ready static form built on SurveyMonkey's general survey platform. Good starting point for basic contact/background capture, not for goal-discovery depth.

優れている点

  • Backed by SurveyMonkey's established survey platform with reliable distribution and basic reporting
  • Generic template is quick to adapt for many types of service-based client intake, not just coaching
  • Fielding-ready with no design work required to launch

物足りない点

  • Not life-coaching specific — lacks built-in structure for priority life areas, readiness-for-change, or confidence self-ratings
  • No adaptive AI follow-up interview to surface the story behind a client's stated goal
  • No voice AI interview option or automated response quality scoring

よくあるご質問

「Life Coach Client Intake & Goal Discovery Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が14問含まれており、最初の設問は次のとおりです：「Welcome! Before we meet, I'd like to understand where you're starting from. Your responses are completely confidential a…」・「What's the primary area of your life you want coaching to focus on right now?」・「Looking at these areas of life, which matters most to focus on right now, and which matters least?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、14問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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