Create Your Own Life Coaching Intake Form
Life coaching intake forms are a great way to obtain valuable information from people who are interested in your services. The form can contain questions about the client's interests and goals, or go into more detail by asking about past experiences and challenges. The form is an important part of the intake process and can be used as a way to determine if a client is right for your coaching services.
Creating your own life coaching intake form doesn't have to be a daunting task – there are many templates and software tools available to help you get started. Our software, File Request Pro, makes it easy to customize, publish and manage your forms. With File Request Pro, you can create an unlimited amount of entries, sync with Google Drive, SharePoint and Dropbox, automate emails and even enjoy white-label customization options.
So take the hassle out of creating forms and make the intake process easier with File Request Pro. Get started now and build your own life coaching intake form!
Frequently Asked Questions
- What is the purpose of this form? This form serves as an intake questionnaire for potential life coaching clients. It helps the life coach to gather pertinent information in order to best address the needs of each client.
- When should I use this form? This form should be used prior to any formal coaching engagement, as it allows the life coach to assess the client’s individual needs. The form can then be used as a basis for a structured coaching plan.
- What information does the form collect? The form collects a variety of information about the client, including personal background, goals, strengths, weaknesses, and areas of focus. Additionally, it also includes questions related to past experiences with life coaching.
Make it uniquely yours
Add your own logo and company colours to the upload page. Choose your language. Make more detailed UI changes using CSS.
Learn more about branding your document collection process.
Use conditional logic
Hide and show form fields depending on user input. Only show your clients relevant questions and improve their user experience. Read more about conditional logic.
Find out more about conditional logic.
Use multiple pages for longer or complex forms. Clients click through using clear call to action buttons, so they see only a few questions at once. Conditional logic can be applied to pages as well as individual questions.
Read more about the flexible upload-page layouts.
Make life easy with integrations
File Request Pro natively connects with Google Drive, Dropbox, SharePoint and OneDrive. Set up takes 2 minutes. Files are automatically sent to a folder or subfolder of your choice.
Learn about our integrations.
The easiest way to offer a secure upload service that your clients will love.
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