Describe your coaching focus. Makeform creates a life coach assessment form for a new client's goals, challenges, background, support needs, and expectations.
Send new assessments to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor it, or send it to the Makeform builder.
Audience
New clients seeking clarity across several life areas
Format
Balanced assessment with ratings and reflection
Prompt size
316 chars
Example form structure
Balanced assessment with ratings and reflection
Contact details and preferred name
Rate six areas of your life
Choose your top three priorities
What feels most stuck right now?
What would progress look like in six months?
Suggested routing tags
New clients
Ready to schedule
Needs follow-up
Ask clients to rank areas for change, then give one concrete example.
Step 1
Explore
background, values, and present context
Step 2
Prioritize
goals, challenges, and areas for change
Step 3
Prepare
expectations, readiness, and support style
Step 4
Discuss
a focused starting point for session one
A stronger first conversation
Clients reflect before the call while the coach gets a structured view of patterns, priorities, and questions to explore.
Combine life-area ratings with open responses so every score has context.
Ranking fields reveal what matters now; follow-ups capture why.
Ask about desired support, feedback style, and between-session practice.
Adapt the assessment
Keep a consistent core, then add questions that match the client's reason for seeking coaching.
Use a life-area wheel, priority ranking, and future-vision prompts to identify where the client wants movement.
Explore values, strengths, constraints, work history, decision points, and the timeline shaping a possible change.
Capture triggers, past attempts, barriers, available supports, confidence, and the check-in style that feels useful.
Connect personal goals with role pressures, stakeholder relationships, feedback themes, and observable changes.
Build your intake
Describe your audience, review the questions, then share the assessment link.
Name your clients, topics, and what you need to learn before a new engagement.
Use ratings for patterns and open questions for the client's own words.
Use conditional paths so career questions appear for career goals and habit questions appear for routine or accountability goals.
Send before session one and note themes to clarify together.
Assessment choices
The best intake balances enough structure to reveal patterns with enough open space for the client's language and circumstances.
Field guide
Use these six sections as an intake sequence. Keep nonessential sensitive questions optional.
Background & context
Collect context that frames the engagement and let clients describe their current season.
Life-area snapshot
A consistent scale helps clients scan several domains. Pair ratings with an optional explanation.
Goals & outcomes
Ask for priorities and how life would look different with progress. Revisit that language later.
Challenges & patterns
Invite examples of obstacles, recurring situations, and previous attempts without diagnosing.
Support & readiness
Ask about time, energy, confidence, supportive relationships, and constraints.
Coaching fit & preferences
Clarify coaching style, communication, cadence, boundaries, and what the client needs from a coach.
Related tools
Connect the initial assessment with booking, goal setting, session records, and broader client intake forms.
Create a general intake for client details, expectations, logistics, and fit questions.
Open toolHelp clients name priorities, review progress, and define next actions between sessions.
Open toolCollect scheduling preferences and the topic a client wants to bring to a session.
Open toolStructure session notes, observed themes, agreed actions, and follow-up items.
Open toolPrepare discovery conversations with questions about needs, context, and next steps.
Open toolGather lifestyle goals, routines, preferences, and background for a wellness-focused service.
Open toolFAQ
Practical answers for coaches designing a clear, respectful new-client intake.
It is a pre-session questionnaire about a new client's context, goals, challenges, priorities, expectations, and readiness. It creates a consistent starting point for discussion.
Ask why coaching matters now, what the client wants to change, what progress looks like, which obstacles recur, what they tried, available support, and coaching expectations.
Mix quick ratings with a few deeper reflections. Keep questions that help you understand fit, prepare session one, or tailor the engagement.
Ratings reveal broad patterns. Use labeled scale endpoints, then ask which rating deserves attention and why; the explanation gives the number context.
Yes. Conditional logic can show career, leadership, or habit questions after the client selects a related goal, keeping other sections hidden.
Collect only relevant information, explain why you ask, and make nonessential sensitive questions optional. Review the wording and boundaries for your practice.
Yes. Makeform is unlimited free for generating, editing, publishing, and collecting responses. The paid tier only removes the Makeform badge.
Read for themes, competing priorities, missing context, and the client's language for success. Note questions to clarify and treat the submission as a conversation starter.
Give every new client room to reflect.
