Health Coach Consultation Form Template
A client books a discovery call and says they want to “get healthy.” What they mean is somewhere between the 3 PM crash, the takeaway habit that returns every stressful Thursday, and the fact that they can’t remember the last time they woke up rested. None of that surfaces from “what are your goals?” — and a coach who starts redesigning meals before understanding the life the meals live inside is guessing.
This discovery form gathers the whole picture before the first conversation: how they sleep, what their energy does across a day, how they actually eat, what they’ve already tried, and what succeeding would change in their life. It’s the intake for coaching the person, not prescribing the plan.
What the Discovery Form Asks
- The basics — name, contact, and how to reach them for the call
- A week in their life — sleep hours and quality as a rating, average energy as an opinion scale, stress in their own words
- Eating patterns — a typical day described honestly: what, when, why, and what the 4 PM vending machine really represents
- Movement as it is — not what they should do; what they actually do in a normal week
- Every attempt they’ve made — a long text field for the diets, apps, programs, and streaks that came before, and what happened to each. This is the most valuable answer on the form — it tells you where coaching actually needs to start
- The goal underneath the goal — “if this worked, what would be different in your life in six months?” The answers clients give here are the ones that keep them going in week six
- Readiness and timing — how committed they feel, on a scale, and when they could realistically begin
Scales, Not Interrogations
Clients under-report by instinct — especially sleep, stress, and food. Numbers make honesty easier: rating sleep quality from 1 to 5 feels like a checkbox, while describing it feels like a confession. Scales also give you a baseline you can re-measure — at the eight-week mark, the same rating question shows movement that conversation would soften into “yeah, I think it’s better?”
Preparing the Call, and Every Call After
Reviewing the form before the call means the first fifteen minutes go to what matters: the pattern underneath their answers, and whether the fit is right. Send an automated confirmation with the call details, and when check-in forms come later in the coaching relationship, recall information lets their baseline answers reappear — so both of you can see, in numbers, what changed.
This template lives in our consultation collection.
Holding the Line
The discovery form occasionally surfaces something outside a coach’s lane: disordered eating patterns, symptoms that need a physician, mental health that needs more than accountability. Good practice says so on the form — a short line noting that answers inform lifestyle coaching and aren’t medical advice, and that some disclosures are best served by a referral. Clients trust coaches who know where coaching ends.
Frequently Asked Questions
How long should the form take a client to complete?
Ten minutes is the target — long enough for the lifestyle picture, short enough to finish in one sitting. Keep the open questions to three or four; depth comes from the call, not the form.
A client disclosed something clinical. What's the right move?
Thank them, take it seriously, and refer appropriately — the form’s framing line gives you the language. Coaching continues, if it continues, alongside their professional care rather than instead of it.
Should I ask about weight?
Only if it serves the client’s goal, and let them choose how to answer — a range, a feeling, or “prefer not to say.” For many clients, the behaviors are the work and the number is a distraction; let the form reflect that.
Can I use the same form for group program applicants?
Yes — add a question about which program they’re applying for. The lifestyle picture matters just as much when you’re deciding whether someone’s ready for a group container as when you’re planning a one-to-one.