Collects a client's sleep, energy, stress, health context and current support before coaching starts, so the plan respects what the body already carries.
Quick answer
Collects a client's sleep, energy, stress, health context and current support before coaching starts, so the plan respects what the body already carries.
A coaching plan built on an empty tank fails in week three. This intake captures the practical context that determines capacity - sleep, energy, workload, health flags, existing professionals involved and life circumstances - before goals are negotiated. It is explicitly not a clinical assessment; it tells the coach how much load the client can carry and when to refer on.
| Template | Wellbeing and Background Intake Form |
|---|---|
| Category | Coaching & Consulting |
| Format | Structured intake form with review-ready summary |
| Time to complete | About 10 minutes per response |
| What you get | Structured, timestamped responses you can review, export or keep for audit |
| Best for | New client onboarding · Burnout and stress coaches · Practices with referral duty |
| Cost | Free to copy and customize on FormLM |
Sample form preview (fillable once the app is published).
What you get when you copy this template.
Sleep, energy and stress rated plainly.
Commitments, changes and support around them.
Existing conditions and professionals noted.
What the client wants from coaching, in their words.
Four steps from copy to a usable result.
Before the first session, not during it.
Plain items, no clinical language.
Anything that belongs with a professional, not coaching.
Set cadence and load against capacity.
Where this fits in a coaching practice.
Know the load before designing the work.
Anchor the plan in real capacity data.
Keep the "not clinical" boundary on record.
What makes it work as a professional deliverable.
Real items from the template - every field stays editable in your workspace, and responses are archived per submission.
