Client Onboarding Form

Welcome!

This form will help me better understand your unique needs, challenges, and goals so we can create a tailored coaching experience that’s perfect for you. Let’s dive in!

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Name *

First

Last

Email *

Part 1: Your Current Situation

What brought you to coaching? (Please share what motivated you to seek support. What’s happening in your life right now that you feel coaching can help with?) *

What are the top areas of your life you want to work on during coaching? Try to narrow it down to one or two for now. Feel free to be as specific or general as you would like. *

On a scale of 1-10, how satisfied are you with your love life right now? (1 = Not satisfied at all, 10 = Couldn’t be better.) *

On a scale of 1-10, how satisfied are you with your mindset and beliefs right now? (1 = Not satisfied at all, 10 = Couldn’t be better.) *

On a scale of 1-10, how satisfied are you with your self confidence right now? (1 = Not satisfied at all, 10 = Couldn’t be better.) *

On a scale of 1-10, how satisfied are you with your peace of mind and spiritual life right now? (1 = Not satisfied at all, 10 = Couldn’t be better.) *

On a scale of 1-10, how satisfied are you with your health and fitness right now? (1 = Not satisfied at all, 10 = Couldn’t be better.) *

On a scale of 1-10, how satisfied are you with your career and work life right now? (1 = Not satisfied at all, 10 = Couldn’t be better.) *

Part 2: Your Goals & Expectations

If you could describe your ideal "future self" in one word, what would it be? *

If your life were a book, what would the title be right now? (And what would the first chapter be called?) *

What do you want to feel after completing our coaching program? (This helps me align with your ultimate desires and desired outcomes.) *

What are your biggest goals for our work together? *

What would success look like to you after coaching? (Think about tangible or intangible results—emotional shifts, breakthroughs, new habits, etc.) *

Part 3: Your Coaching Preferences

Do you have any specific days/times that work best for you for coaching sessions? (I will do my best to find a time that fits your schedule.) *

Part 4: Your Coaching Needs

What kind of support do you need most from me as your coach? (This could be motivation, accountability, guidance, emotional support, etc.) *

Do you have any past coaching or personal development experiences? If yes, what worked or didn’t work for you? (This helps me understand what you might already have experience with and where we can build on that.) *

What is your preferred communication style? (Do you prefer direct, actionable steps? Encouragement and empathy? Humor mixed with wisdom? This helps me tailor my approach.) *

Part 5: Mindset & Relationship Insights

What would you say is your biggest mental or emotional block right now? (This could be a limiting belief, fear, or past experience that’s holding you back.) *

What is your biggest challenge when it comes to communication in relationships? (This might be listening, expressing needs, conflict resolution, etc.) *

What are you most excited to work on or explore in our coaching sessions? (What excites you most about this coaching journey?) *

Part 6: Logistics & Next Steps

Is there anything else I should know before we begin coaching? (This could be personal preferences, past experiences, or anything that will help me best serve you.) *

Are you ready to commit to your transformation journey? *

Yes! I’m all in and ready to make a change! I have some questions—can we chat first? I’m not sure yet, but I’m excited to explore!

Thank You!

Thank you for taking the time to fill out this form. I'll be in touch soon!

With Love & Grace,
Mandy

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