Acme Inc.

Life Coaching Onboarding Questionnaire

  1. Instructions

    1. Instructions

  2. Personal Information

    1. *Full Name

    2. *Date of Birth

    3. Gender

    4. *Phone Number

    5. *Email Address

    6. *Address

    7. Emergency Contact(s)

  3. Background Information

    1. *Occupation

    2. *Education Level

    3. *Marital Status

    4. Children (if any)

    5. *Hobbies and Interests

  4. Current Life Situation

    1. *Briefly describe your current life situation (career, relationships, health, etc.)

    2. *What are the primary challenges you are facing right now?

    3. Have you worked with a coach or therapist before? If yes, please provide details.

  5. Goals and Objectives

    1. *Current Short-Term Goals

    2. *Current Long-Term Goals

    3. What do you hope to achieve through life coaching?

  6. Self-Assessment

    1. On a scale of 1 to 5, rate your satisfaction in the following areas of your life

    2. What are your strengths?

    3. What are your areas for improvement?

  7. Motivation and Commitment

    1. *Why do you want to pursue life coaching at this time?

    2. *How committed are you to making changes in your life?

    3. What might prevent you from fully engaging in the coaching process?

  8. Health and Wellbeing

    1. Do you have any medical conditions or health issues that the coach should be aware of?

    2. Are you currently taking any medications?

    3. Describe your current exercise and nutrition habits.

  9. Lifestyle and Environment

    1. Describe your typical daily routine.

    2. How do you manage stress?

    3. Do you have a support system (family, friends, community)?

  10. Financial Situation

    1. Describe your current financial situation.

    2. Are you comfortable discussing financial matters with your coach?

    3. What are your financial goals?

  11. Expectations and Preferences

    1. What are your expectations from the coaching relationship?

    2. Preferred method of communication

    3. Preferred frequency of coaching sessions

  12. Additional Information

    1. Any other information you believe is important for the coach to know?

    2. Questions or concerns you have about the coaching process?

  13. Consent and Acknowledgment

    1. *I understand the nature of life coaching and agree to participate voluntarily.

Life Coaching Onboarding Questionnaire


Life Coaching Onboarding Questionnaire

Acme Inc.



Thank you for completing this checklist!


All required items on the checklist are submitted. We're reviewing your submission and will stay in touch.








Powered by

OkaySend

Start

    Send

    Instructions

    Thank you for your interest in our services. Before we get started, we're going to need some information from you.



    What do you need to know?


    1. Provide all required information here using this form.
    2. Click ✓ Ok to submit and check off each request.
    3. Drafts are saved automatically and your progress restored (so you don't have to complete the checklist in one go


    Need help?


    Click the message icon in the top-right corner to leave a message or comment for the question or section you're stuck in or need help with.


    Getting started


    Click the ✓ Ok button below to get started.


    *Response requiredFull Name

    *Response requiredDate of Birth

    Gender

    • Male

    • Female

    • Transgender

    • Gender neutral

    • Non-binary

    *Response requiredPhone Number

    +31

    *Response requiredAddress

    Emergency Contact(s)

    *Response requiredOccupation

    *Response requiredEducation Level

    *Response requiredMarital Status

    • Single

    • Married

    Children (if any)

    *Response requiredHobbies and Interests

    *Response requiredBriefly describe your current life situation (career, relationships, health, etc.)

    *Response requiredWhat are the primary challenges you are facing right now?

    Have you worked with a coach or therapist before? If yes, please provide details.

    *Response requiredCurrent Short-Term Goals

    *Response requiredCurrent Long-Term Goals

    What do you hope to achieve through life coaching?

    On a scale of 1 to 5, rate your satisfaction in the following areas of your life

     
     
    1
    2
    3
    4
    5
    Career
    Career
    Relationships
    Relationships
    Health
    Health
    Personal Growth
    Personal Growth
    Financial Situation
    Financial Situation
    Leisure and Recreation
    Leisure and Recreation

    What are your strengths?

    What are your areas for improvement?

    *Response requiredWhy do you want to pursue life coaching at this time?

    *Response requiredHow committed are you to making changes in your life?

    • 1

    • 2

    • 3

    • 4

    • 5

    What might prevent you from fully engaging in the coaching process?

    Do you have any medical conditions or health issues that the coach should be aware of?

    Are you currently taking any medications?

    Describe your current exercise and nutrition habits.

    Describe your typical daily routine.

    How do you manage stress?

    Do you have a support system (family, friends, community)?

    Describe your current financial situation.

    Are you comfortable discussing financial matters with your coach?

    What are your financial goals?

    What are your expectations from the coaching relationship?

    Preferred method of communication

    • In-person

    • Phone

    • Video call

    • Email

    Preferred frequency of coaching sessions

    • Daily

    • Weekly

    • Bi-weekly

    • Monthly

    Any other information you believe is important for the coach to know?

    Questions or concerns you have about the coaching process?

    *Response requiredI understand the nature of life coaching and agree to participate voluntarily.

    • I acknowledge and consent