Wellness · free template

Life Coaching Discovery Call

Pre-qualification questionnaire for breakthrough and discovery sessions.

A ready-to-use fitness, wellness & coaching form for clinics, coaches and therapists: 11 questions, 2 pages.

Questions
11
Pages
2
Layouts
card
Preview it in the gallery

Also filed under

Live preview and test console

This is the real form. Answer it to test the flow — nothing is sent or stored.

Page 1 of 2 — Say hello

Book your discovery call

Include your country code.

This template runs as a straight sequence — no branching rules.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Medical disclaimer present — passingThis form does not provide medical advice, diagnosis or treatment. Information you share here is not a substitute for care from a qualified clinician. In an emergency, contact your local emergency service immediately.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Life Coaching Discovery Call is built for clinics, coaches and therapists who need to collect intake detail and consent before the first session.

  • Clinics, coaches and therapists working in fitness, wellness & coaching.
  • Teams who need to collect intake detail and consent before the first session without writing code or paying for a custom build.
  • Anyone replacing paperwork eating the start of every appointment with one structured record per enquiry.
  • Respondents are clients and patients — the form asks them 11 questions across 2 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of paperwork eating the start of every appointment and turns each submission into a record your team can act on immediately.

  • 9 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It captures a phone number for urgent follow-up.
  • It books a date and time slot.
  • It measures sentiment on a numeric scale.
  • It allows multiple selections without free text.
  • Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Life Coaching Discovery Call lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered.

  • This template ships without branching rules, but it does use page-by-page progress with validation on each step.
  • You can add branching yourself in the Logic tab — pick a question, a condition, and the field or page it should reveal, hide, require or skip to.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — Say hello

  • Full namerequired
  • Email addressrequired
  • Phone number
  • Time zonerequired

Page 2 — Where you are now

  • Areas you want to work onrequired
  • What's the biggest challenge you're facing right now?required
  • What would a breakthrough look like in 90 days?required
  • How ready are you to make a change?
  • Have you worked with a coach before?required
  • Investment you're comfortable withrequired
  • Pick a call timerequired

11 questions in total.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

Works in this layout

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Privacy & compliance

This form collects health information. Keep access limited to the people who need it, turn on encrypted answers for the clinical questions, and set a retention window so records don't sit in the dashboard forever.

Frequently asked questions

Is the Life Coaching Discovery Call template free to use?

Yes. You can preview and test Life Coaching Discovery Call on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Life Coaching Discovery Call template ask for?

It asks 11 questions across 2 pages, 9 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Life Coaching Discovery Call form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card layout, restyle it to match your brand, and set who gets notified on each submission.

Can I add conditional logic to this fitness, wellness & coaching form?

Yes. The template runs as a straight sequence out of the box, and you can add show, hide, require or skip rules in the Logic tab — pick a question, a condition, and the field or page it should affect.

Where do responses to the Life Coaching Discovery Call form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Life Coaching Discovery Call form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

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