CLIENT INTAKE FORM TEMPLATE From CoachevaOS (coachevaos.com) - free to use and adapt SECTION A - ABOUT YOU Full name: Email: Phone / WhatsApp: Country and time zone: Preferred contact method: SECTION B - YOUR GOALS 1. What do you want to achieve in the next 90 days? 2. Why is this important to you now? 3. What have you already tried, and what got in the way? 4. How will we know coaching has worked for you? 5. On a scale of 1-10, how committed are you to making changes right now? SECTION C - YOUR SITUATION (keep the block for your niche, delete the rest) Fitness / nutrition: - Current weight / height (optional): - Training experience: - Injuries, medical conditions or medications your coach should know about: - Dietary preferences, allergies or restrictions: - Average sleep and daily steps: Life / career / business: - Current role or business stage: - Biggest obstacle right now: - Support you have (team, family, mentors): SECTION D - LOGISTICS - Availability for sessions (days and times): - Package chosen: Start date: - How did you hear about me? SECTION E - CONSENT [ ] I agree to my coach storing the information above, including any health information, to plan and deliver my coaching. I can ask to see, correct or delete it at any time. [ ] I understand coaching is not medical, psychological, legal or financial advice. Signature: Date: Ask only for what you use. Health information needs explicit consent in many countries (for example under UK and EU GDPR).