Lifestyle coaching intake that asks what your team actually needs to
Every lifestyle coaching enquiry captures the client's main focus area, how soon they want to start, and any health conditions to plan around, so you know who's ready to book before you reach out.
The exact intake your lifestyle coaching leads complete
This is the real 5-question guided intake for Lifestyle Coaching — the same flow your customers finish before you ever pick up the phone.
What a qualified lifestyle coaching lead should tell you
A structured intake that identifies a client's main lifestyle focus area, how soon they want to start, and any health conditions a coach should plan around before the first session.
- Main Focus Area Lifestyle
- Worked With Lifestyle Or
- Soon Would Like Begin
- Have Any Health Conditions
- Preferred Coaching Format
The questions your team needs answered
Every lifestyle coaching intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your main focus area for lifestyle coaching? | The chosen focus area tells you which type of coaching plan and expertise the client actually needs before you respond. |
| Have you worked with a lifestyle or wellness coach before? | Knowing whether the client has coached before helps you decide if the first session should cover onboarding basics or move straight into advanced work. |
| How soon would you like to begin coaching sessions? | How soon the client wants to start determines whether the lead should be prioritized for immediate scheduling or nurtured over time. |
| Do you have any health conditions that a coach should be aware of when planning activities? | A yes answer here flags a detail your team should review before planning any physical activity into the coaching sessions. |
| What is your preferred coaching format? | The format preference tells you whether to hold a physical slot for the client or schedule a virtual session instead. |
How Cliont scores lifestyle coaching leads
Every answer is weighted automatically — no manual review required.
Value signals
- Nutrition and eating habits
- Fitness and physical activity
- Stress management and sleep
- Work-life balance and routines
- General wellbeing and motivation
- Not sure
Urgency signals
- Immediately
See the lead your team receives
Lifestyle Coaching Lead
From first click to qualified lead
Follow clients and members through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the appointment
Smart questions adapt to their appointment and capture the full scope.
They add reference photos
Inspiration and reference photos come attached, so you prep the right look.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for lifestyle coaching workflows
| Cliont capability | Lifestyle Coaching application |
|---|---|
| Conditional flagging | A yes answer on the health condition question is flagged for your review before you confirm an activity-based session plan. |
| Lead scoring engine | Focus area weight and start-timeline weight are combined so a client ready to begin immediately ranks above one who is just exploring options. |
| CRM routing | Qualified lifestyle coaching leads, including preferred format, are sent straight to your CRM so you know whether to plan for an in-person or virtual slot. |
| Guided video widget | Clients can describe their goal, such as improving sleep or building a work-life routine, in their own words before completing the structured questions. |
Common lifestyle coaching lead scenarios
Ready to start now
A client selects Immediately for start timeline and picks a specific focus area like fitness or nutrition, marking a lead that should move to booking without delay.
First-time client still exploring
A client answers Not sure on focus area and Just exploring options on timeline, signaling early-stage interest that may need a nurture touch rather than an immediate slot.
Health condition flagged before booking
A client answers yes to having a health condition the coach should know about, so the intake surfaces that detail for review before any activity plan is confirmed.
Returning to coaching after a break
A client who has worked with a coach before selects work-life balance as the focus area and either format, giving context that differs from a first-time enquiry.
Format-flexible mid-term enquiry
A client picks Within a month for timeline and Either works for coaching format, useful for prioritizing when in-person availability is limited.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book appointments
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More wellness coaching intake templates
Lifestyle Coaching lead-intake FAQs
How does the intake identify what a client actually wants help with?
The intake asks clients to select a main focus area, such as nutrition, fitness, stress and sleep, or work-life balance, so you see the goal before the first conversation.
Does the intake ask if the client has worked with a coach before?
Yes, it captures whether the client has prior coaching experience, which helps you tell apart someone who needs onboarding from someone ready to skip the basics.
How are health conditions handled in the intake?
The intake asks whether the client has any health condition a coach should know about when planning activities, giving you a flag to review before confirming a session plan.
Can clients specify whether they want in-person or virtual sessions?
Yes, the intake collects a preferred coaching format so you know whether the lead needs a physical slot held or can be scheduled virtually.
How does the intake account for how soon a client wants to begin?
Clients select a start timeline ranging from Immediately to Just exploring options, which factors into how each lead is scored and prioritized in your CRM.
How is this different from the stress management or habit coaching intake?
Lifestyle coaching intake covers a broader focus-area question spanning nutrition, fitness, stress, and routines, while Stress Management Coaching and Habit Coaching are dedicated subservices in this same library with their own question sets.
Turn lifestyle coaching visitors into qualified appointments
Give every lifestyle coaching visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you hold a chair.