Relationship Coaching Client Intake Form

Please remove this form template insight section before publishing.

Important Considerations:

• Legal and Ethical Compliance: Ensure your intake form and coaching practices comply with all relevant legal and ethical guidelines.
• Privacy: Handle client information with utmost confidentiality and in accordance with privacy laws.
• Professionalism: Maintain a professional and supportive demeanor throughout the intake process.
• Customization: Adapt this form to fit your specific coaching niche and target audience.
• Follow-Up: After receiving the completed form, schedule a consultation to discuss the client's needs and determine suitability for coaching.

This comprehensive form will help you gather the necessary information to effectively serve your clients and build a strong foundation for your coaching relationship.

Let's dissect this Relationship Coaching Client Intake Form to understand its purpose and the rationale behind each section:

Overall Purpose:

The primary goal of this intake form is to:

• Gather comprehensive client information: This includes personal details, relationship history, and coaching goals.
• Assess client suitability: It helps determine if the client's needs and expectations align with the coach's services and expertise.
• Establish a foundation for the coaching relationship: It sets the stage for open communication, trust, and a clear understanding of expectations.
• Provide a basis for service selection: It allows the client to identify the service they would like to undertake.

Detailed Section Breakdown:

Section 1: Personal Information

Purpose: Establishes basic contact information and demographics.

Insight: This section is crucial for administrative purposes and helps the coach understand the client's background.

Why it matters: Accurate contact details are essential for communication. Date of birth can provide context for life stages. Occupation can offer insights into potential stressors or time constraints. Referral sources help with marketing analysis.

Section 2: Relationship Status & History

Purpose: Provides context for the client's current relationship situation and past experiences.

Insight: This section helps the coach understand the client's relationship patterns, challenges, and potential triggers.

Why it Matters: Understanding relationship history is vital for tailoring coaching strategies. Previous therapy or coaching experience can indicate the client's level of self-awareness and willingness to engage in personal growth.

Section 3: Coaching Goals & Objectives

Purpose: Identifies the client's specific needs, desires, and expectations for coaching.

Insight: This is the core of the intake form. It reveals the client's motivations, challenges, and desired outcomes.

Why it Matters: Clear goals and objectives are essential for effective coaching. They provide a roadmap for the coaching process and allow for progress tracking. The questions are designed to get the client to think deeply about their situation.

Section 4: Coaching Services & Suitability

Purpose: Outlines the available coaching services and assesses the client's readiness and appropriateness for coaching.

Insight: This section allows the client to choose the most suitable service and helps the coach identify any potential red flags or areas of concern.

Why it Matters:

Service Selection: Enables clients to choose the coaching format that best suits their needs.

Suitability Questions: These questions are critical for ensuring the client is a good fit for coaching. They address issues such as:

• Commitment: Willingness to engage in the coaching process.
• Openness: Receptiveness to feedback and self-reflection.
• Responsibility: Taking ownership of their actions and behaviors.
• Safety: Identifying potential risks like domestic violence or abuse.
• Mental Health: Recognizing any underlying mental health concerns that might require professional therapy.
• Expectations: Making sure the client has realistic expectations of the coaching process.
• Learning Style: Helps the coach tailor their coaching style.
• Availability: Helps with scheduling.

Section 5: Terms & Conditions (Brief Overview)

Purpose: Provides a high-level overview of the coaching agreement.

Insight: This section sets clear boundaries and expectations for the coaching relationship.

Why it Matters: It protects both the coach and the client by outlining key policies and procedures. Full legal agreements should be given to the client separately.

Section 6: Signature

Purpose: Formalizes the client's agreement to the information provided.

Insight: It demonstrates the client's commitment to the coaching process.

Why it Matters: It provides a record of the client's consent and understanding of the intake form.

Key Strengths of this Form:

• Comprehensive: It covers a wide range of relevant information.
• Client-Centered: It focuses on the client's needs, goals, and experiences.
• Suitability Focused: It includes questions to assess the client's readiness for coaching.
• Service Variety: It offers a range of coaching options to meet diverse needs.

Areas for Potential Enhancement:

• Digitalization: Consider creating a digital version of the form for easier completion and data management.
• Language Clarity: Ensure the language is clear, concise, and accessible to a wide audience.
• Cultural Sensitivity: Consider cultural differences and adapt the language and questions accordingly.
• Specific Service Forms: Depending on the service, you may want to create more specific intake forms. For example, a pre-marital coaching intake form may have very specific questions pertaining to that service.
• Follow up questions: Consider adding follow up questions to some of the answers that the client provides.

By understanding the purpose and rationale behind each section, you can effectively use this intake form to build strong and successful coaching relationships.