Free template · 16 questions
Life coach client questionnaire
A gentle intake for new coaching clients: goals, context and boundaries, so the first session starts at depth instead of small talk.
When to send it: After booking, before the first session.
Where you are
- 1.What made you look for a coach now?
- 2.Which areas of life feel most important to work on: career, relationships, health, purpose, money?
- 3.What is going well that we should build on?
- 4.What has held you back before when you tried to change something?
Where you want to be
- 5.Imagine six months from now: what is different?
- 6.How will you know coaching worked?
- 7.How much time each week can you commit between sessions?
Working together
- 8.Have you worked with a coach or therapist before? What helped?
- 9.Is there anything I should know about your health or wellbeing to support you safely?
- 10.Preferred session format: video, phone, in person?
- 11.How do you like to be held accountable: gentle reminders or direct challenge?
Budget, timing and decisions
- 12.What budget range have you set aside for this?
- 13.Is there a hard deadline, and what happens if it moves?
- 14.Who else needs to approve the work or the contract?
- 15.How would you prefer we communicate (email, calls, messaging), and how often?
- 16.How did you hear about me?
Send it, and get the answers back
Stop copying answers out of email threads. With Clinch the questionnaire goes out with your proposal or contract, your client fills it in from their phone, and the deposit is paid when they sign.
Send this questionnaire freeQuestions about client questionnaires
When should a life coach send a client questionnaire?
After booking, before the first session.
Can I edit these questions?
Yes. Copy them, remove what does not apply and add your own. Shorter questionnaires get answered faster: keep only the questions whose answers change your price, your plan or your contract.
Should the questionnaire come before or after the contract?
Questions that affect price and scope belong before the proposal; the detailed ones (names, timelines, access) work best right after signing, when the client is committed and expects them.
How do I send it with Clinch?
Create a free Clinch account, paste the questions, and send them with your proposal or contract. Your client answers from their phone without an account, and the answers are saved on the client's record.