Q01
Message
All templates
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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
14 questions · ~7 min
Q02
Multiple ChoiceRequired
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
Best–Worst Trade-off (MaxDiff)Required
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
Pick best & worst per setBest:Most important to focus on right nowWorst:Least important to focus on right now
Q04
Opinion ScaleRequired
Overall, how satisfied are you with your life at this moment?
Scale: 0 – 10
Min:Not satisfied at allMax:Completely satisfied
Q05
Opinion ScaleRequired
How ready do you feel to actually make changes, versus just thinking about them?
Scale: 1 – 7
Min:Not ready at allMax:Fully ready and committed
Q06
Multiple Choice
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
Slider MatrixRequired
How confident do you feel in each of these areas of your life today?
5 rows, one slider each
- Career & work
- Relationships
- Physical health
- Finances
- Emotional wellbeing
Slider 0–10Min:Not at all confidentMax:Extremely confident
Q08
Short TextRequired
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 Interview
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
Multiple Choice
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
Multiple Choice
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
Multiple Choice
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
Multiple Choice
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
Message
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.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- 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 TemplateA 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.
What it does well
- 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
Where it falls short
- 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 TemplateA 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.
What it does well
- 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
Where it falls short
- 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 TemplateA 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.
What it does well
- 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
Where it falls short
- 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 TemplateA 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.
What it does well
- 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
Where it falls short
- 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
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.