Life Coaching Intake Assessment

Before the first session, learn each client's goals, obstacles and level of commitment. Designed for life coaches who want to prepare a tailored plan and know how the person prefers to stay in touch.

Use this template

In the Claude connectors directory

Full Name

First Name

Last Name

Email Address

Phone Number

What are the main goals or areas you want to work on?

What challenges are currently keeping you from your goals?

How committed are you to making changes to reach your goals?

Fully committed Very committed Somewhat committed Not sure yet

How satisfied are you with your life overall?

On a scale of 1-10, how motivated are you to act on your goals?

What is your preferred way to communicate?

Is there anything else you would like to share with your coach?

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