The Ultimate Client Onboarding Form Template for Life Coaches 

October 16, 2023
onboarding form template

Table of Contents

#1 digital coaching platform trusted across 35+ countries
NO Credit Card required.
FREE 14-day No commitment trial

Integrating Comprehensive Onboarding in Coaching

Incorporating a detailed coaching client onboarding process within your practice is pivotal. Utilizing life coaching templates and a coaching onboarding template, including a life coach informed consent form, not only streamlines the initial stages but also sets a professional tone. These life coaching forms are essential for gathering client information, establishing consent, and outlining expectations. Emphasizing the coaching onboarding process in your practice ensures a smooth transition for clients, paving the way for a successful coaching journey from the outset.

Life coaches play a vital role in guiding individuals towards self-discovery, personal growth, and achieving their goals. For both seasoned and aspiring life coaches, effective client onboarding is the cornerstone of a successful coaching relationship. The client onboarding process sets the stage for a productive and harmonious coaching experience.  

Creating a seamless and comprehensive customer onboarding form is a fundamental step in this process. It not only helps life coaches gather essential information about their clients but also demonstrates professionalism and care.  

In this article, we’ll provide you with the ultimate client onboarding form template designed specifically for life coaches. 

The importance of client onboarding 

Client onboarding is more than just paperwork; it’s the foundation of a meaningful coaching partnership. Here’s why it’s crucial: 

  • Building trust 
    A well-structured client onboarding process shows your commitment to understanding your clients. It sets the stage for a trusting and open relationship. 
  • Setting expectations 
    Onboarding forms help clarify what clients can expect from coaching and what is expected of them. 
  • Customized coaching 
    The information gathered in the customer onboarding form allows you to tailor your coaching approach to each client’s unique needs. 
  • Legal Protection 
    It’s important for life coaches to have a record of each clients’ agreement and informed consent, which the client onboarding process can provide. 

The ultimate client onboarding form template for life coaches 

1. Personal information 

  • Full name 
  • Date of birth 
  • Contact information (address, phone, email) 

2. Background 

  • Briefly describe your background, including education and career. 
  • What are your primary life goals and aspirations? 

3. Coaching goals 

  • What specific outcomes do you hope to achieve through coaching? 
  • Are there any specific challenges or obstacles you would like to address in coaching? 

4. Previous coaching experience 

  • Have you worked with a life coach or counselor before? If so, briefly describe the experience and outcomes. 

5. Expectations 

  • What do you expect from your life coach in terms of support and guidance? 
  • What communication methods work best for you (e.g., in-person, phone, video, email)? 

6. Commitment 

  • How committed are you to making changes in your life to achieve your goals? 
  • How often are you willing to meet with your life coach (e.g., weekly, bi-weekly)? 

7. Informed Consent 

  • Are you aware that coaching is not a substitute for professional therapy or counseling? 
  • Do you understand that the coaching relationship is confidential, with certain exceptions? 

8. Agreement 

  • Do you agree to participate actively and honestly in the coaching process? 
  • Do you agree to pay the agreed-upon coaching fees promptly? 

9. Signature 

  • Signature and date to confirm understanding and agreement with the terms and conditions of coaching. 

Tips for using the onboarding form 

  • Personalize the form  
    Customize the template to reflect your coaching style and philosophy. Consider whether you’re an independent coach or a coaching company with multiple coaches; the language will need to change accordingly. 
  • Keep it simple 
    Avoid overwhelming clients with too many questions. Only include what’s essential. 
  • Review together 
    Go over the onboarding form with your clients during your initial consultation to address any questions or concerns. 
  • Secure storage 
    Safeguard the collected information in compliance with privacy laws and regulations. 
  • Continuous update 
    Periodically revisit the onboarding form to ensure it reflects the client’s changing needs and goals. 

Digitizing the client onboarding form 

Coaching is a business that will always need the establishment of a strong personal rapport. Because coaching engagements have traditionally been conducted in person, coaching tools & forms – like the client onboarding form – have also traditionally been executed on paper. With coaching moving online, and more coaches conducting business (not just sessions) online than ever before, coaching forms are now also often executed online, with tools such as Google Forms. 

Digital coaching platforms like Simply.Coach, however, are the ones truly taking the execution of forms, surveys, and exercises online to the next level.  

With Simply.Coach, for example, you can create your own custom form from scratch – designed to look just like your on-paper form if you so choose – or from templates provded by Simply.Coach. 

With the platform, you can send out the form, automatically gather responses, and have beautiful visual reports created for you if needed. It creates convenience and efficiency not only for you, but for your client, and ultimately results in a much-improved client experience. 

A well-structured client onboarding form is the first step towards a successful coaching relationship for all life coaches. It sets the stage for understanding, trust, and a clear path toward your clients’ personal growth. By using the provided onboarding form template and customizing it to your coaching style, you can ensure that the client onboarding process is efficient, effective, and professional. 

Remember, it’s not just a form; it’s the foundation for helping your clients achieve their dreams and live a more fulfilling life.


1. What key information should be included in the ultimate client onboarding form for life coaches?

The ultimate client onboarding form for life coaches should include essential information such as:

  • Personal details (name, contact information, age, etc.).
  • Background information (career, education, family dynamics, etc.).
  • Current challenges, goals, and expectations related to coaching.
  • Preferred communication methods and availability.
  • Health or wellness considerations relevant to coaching objectives.
  • Previous coaching experiences or therapies undergone.

2. How can life coaches customize their onboarding form to match their coaching style and services?

Life coaches can customize their onboarding form by:

  • Tailoring questions to align with specific coaching methodologies, philosophies, or frameworks.
  • Including prompts or sections related to specialized services or niche areas of expertise.
  • Adding optional fields for clients to provide additional information or preferences.
  • Incorporating branding elements such as logos, colors, or messaging consistent with the coach’s identity.

3. What are the benefits of having a detailed onboarding form for both the coach and the client?

Having a detailed onboarding form benefits both the coach and the client by:

  • Providing clarity and structure to the coaching relationship from the outset.
  • Helping coaches gain valuable insights into clients’ backgrounds, needs, and expectations.
  • Allowing clients to articulate their goals, challenges, and preferences more effectively.
  • Facilitating personalized coaching approaches tailored to individual client profiles and objectives.
  • Establishing clear boundaries, policies, and expectations for both parties, enhancing accountability and mutual understanding.

4. How can life coaches ensure their onboarding form is accessible and user-friendly for all clients?

Life coaches can ensure accessibility and user-friendliness by:

  • Using clear and concise language that is easy to understand for clients of all literacy levels.
  • Providing multiple format options (e.g., online form, PDF, printable document) to accommodate different preferences.
  • Offering assistance or support for clients who may require guidance or accommodations in completing the form.
  • Testing the form across different devices and platforms to ensure compatibility and usability.

5. What questions can life coaches ask to better understand a client’s goals and challenges?

Life coaches can ask questions such as:

  • “What prompted you to seek coaching at this time?”
  • “What specific goals or outcomes do you hope to achieve through coaching?”
  • “What challenges or obstacles are currently hindering your progress or fulfillment?”
  • “How do you envision your ideal life or desired outcomes in the areas we’ll be focusing on?”
  • “What strategies or approaches have you tried in the past, and what were the results?”

6. How important is it to include policies and agreements in the client onboarding form?

Including policies and agreements in the client onboarding form is crucial as it:

  • Establishes clear expectations, boundaries, and responsibilities for both the coach and the client.
  • Helps mitigate potential misunderstandings or conflicts by addressing logistical, financial, and confidentiality aspects upfront.
  • Provides a framework for handling sensitive issues such as cancellations, refunds, confidentiality, and code of conduct.

7. What strategies can life coaches use to make the onboarding process welcoming and engaging?

Life coaches can make the onboarding process welcoming and engaging by:

  • Sending a personalized welcome message or video to express enthusiasm and appreciation for the client’s decision to embark on the coaching journey.
  • Offering incentives or bonuses for completing the onboarding process promptly or thoroughly.
  • Providing resources, guides, or supplementary materials to support clients in navigating the onboarding form and understanding its importance.
  • Scheduling a follow-up call or meeting to discuss the completed form, address any questions or concerns, and reaffirm commitment to the coaching partnership.

8. How can life coaches use the information gathered from the onboarding form to tailor their coaching approach?

Life coaches can use the information gathered from the onboarding form to tailor their coaching approach by:

  • Identifying common themes, patterns, or areas of focus that align with the client’s goals and challenges.
  • Developing personalized coaching plans, strategies, or interventions based on the client’s preferences, strengths, and areas for growth.
  • Adapting communication styles, techniques, or methodologies to resonate with the client’s personality, learning preferences, and cultural background.
  • Establishing benchmarks, milestones, or success criteria that reflect the client’s aspirations and desired outcomes.
About the author
Content Marketing Consultant @

Vaidehi is a content marketing consultant with a decade’s experience handling over 80 brands and multiple award-winning campaigns under her belt. When not working, you’ll find Vaidehi spending time with family, binge watching Netflix shows, and baking.

About Simply.Coach

Simply.Coach is an enterprise-grade coaching software designed to be used by individual coaches and coaching businesses. Trusted by ICF-accredited and EMCC-credentialed coaches worldwide, Simply.Coach is on a mission to elevate the experience and process of coaching with technology-led tools and solutions.  

Leave a Reply

Your email address will not be published. Required fields are marked *

Like what you're reading?
Get it straight to your inbox.
No spam, just curated blog posts twice a month!
We've got exclusive content, just for you!
Subscribe to our mailing list and receive actionable content designed to help you grow in different stages of your business journey.
We're committed to your privacy. Simply.Coach uses the information you provide to us to contact you about our relevant content, products and services. You may unsubscribe from these communications at any time. For more information, check out our privacy policy.