Personal Training Client Intake & Goal Assessment

Welcome! Before your first session, we'd like to learn about your goals, current activity, and any health considerations so your program is built around you. Your responses are completely confidential and anonymized. This takes about 6-8 minutes, and anything you share here stays between you and your trainer.

What is your primary goal for personal training right now?

• Lose body fat / weight
• Build muscle or strength
• Improve athletic performance
• Recover from an injury or manage a condition
• Improve general health and energy
• Train for a specific event (race, competition, etc.)

In the last 30 days, how many days per week did you do structured exercise (gym workouts, classes, sports practice, etc.)?

• 0 days
• 1-2 days
• 3-4 days
• 5-6 days
• Every day

How would you rate your current fitness in each area?

Please describe any current injuries, chronic pain, surgeries, or medical conditions that could affect how you exercise (e.g., knee pain, high blood pressure, pregnancy). Write 'None' if not applicable.

Health information consent

When you think about staying consistent with exercise, which of these has been the biggest help and which has been the biggest obstacle for you?

• Lack of time
• Low motivation on tough days
• Cost of training
• Past injury or pain
• Uncertain what to actually do in a workout
• Inconsistent work or family schedule
• Feeling self-conscious in a gym setting
• Not seeing results fast enough

How confident are you that you can stick to a regular training schedule over the next 3 months?

How would you prefer to train?

• In person, one-on-one
• In person, small group
• Live virtual sessions
• Hybrid (mix of in-person and virtual)

What days and times generally work best for your sessions (e.g., 'Mon/Wed/Fri mornings')?

Explore the real motivation behind the respondent's stated primary goal — what prompted them to seek training now, and what would success actually look like or change in their life. Then anchor on the obstacle they rated as biggest in the trade-off question and probe what has specifically gone wrong in past attempts to overcome it, so the trainer can proactively design around that barrier. If they described an injury or medical condition, confirm what movements or activities currently cause discomfort.

What date would you like to start training?

What is your age range? (optional, helps with safe program design)

• Under 18
• 18-24
• 25-34
• 35-44
• 45-54
• 55-64
• 65+
• Prefer not to say

What is your gender? (optional)

• Woman
• Man
• Non-binary
• Prefer to self-describe
• Prefer not to say

Thanks for sharing all this! Your trainer will review your goals, health notes, and schedule to build your first program, and will follow up before your session with any questions.