Client Goals & Readiness Intake
Edit a client goals & readiness intake template for life coaches. Review it online, then unlock licensed PDF, Word, and print tools after purchase.
For Life Coaches · Intake Form · CA$5
Capture goals, priorities, current situation, supports, barriers, expectations, readiness, and referral contacts.
Included editable fields
- Life Coach
- Client / Customer / Authorized Party
- Coaching Format / Location
- Client Goals
- Coaching Period
- Session Schedule
- Communication Method
- Referral / Emergency Contacts
- Intake Date
- Service / Job Location
- Job / Service Type
- Scope / Purpose
- Client Instructions / Prior History
- Client Responsibilities
- Pre-Start Confirmations
- Known Risks & Disclosures
- Limitations & Exclusions
- Information Authorization / Acknowledgement
- Intake Checklist
- Follow-Up / Outcome
- Record Timestamp