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Fitness Client Intake & Goal-Setting Survey

Captures a new fitness client's goals, exercise history, health considerations, and scheduling needs before their first session, with an AI follow-up that uncovers what derailed past attempts and what accountability will make this program stick. Built for personal trainers, gyms, and coaching apps onboarding new clients.

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샘플 질문

템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.

질문 14개 · 약 7분
Q01
메시지

Welcome! Before your first session, we'd like to get to know your fitness background, goals, and any health considerations so (Replace with your gym/studio name) can build a program that's safe and effective for you. Your responses are completely confidential and anonymized. About 6-8 minutes, and there are no wrong answers.

Q02
객관식필수

What's the main reason you're starting or restarting fitness right now?

  • Lose weight or body fat
  • Build muscle or strength
  • Improve general health & energy
  • Train for a sport or event
  • Recover from an injury or manage a condition
  • Other
Q03
객관식필수

In the last 30 days, how often have you done any structured exercise lasting 8 minutes or more?

  • Not at all
  • 1-2 times
  • 3-4 times
  • 5-6 times
  • Daily
Q04
객관식

Which types of exercise have you done regularly in the past year? Select all that apply.

  • Weight or strength training
  • Running or cardio machines
  • Group fitness classes
  • Yoga or Pilates
  • Team sports
  • Swimming
  • Outdoor activities (hiking, cycling)
Q05
장문형필수

Please describe any injuries, surgeries, chronic conditions, or physical limitations we should know about (e.g., knee pain, pregnancy, high blood pressure). If none, write "None."

Q06
동의필수

Before we continue, please confirm the following.

Q07
최선·최악 선택형(MaxDiff)필수

From the training styles below, which would you most want included in your program, and which would you least want?

  • One-on-one personal training
  • Small group training
  • Large group classes
  • Strength-focused programming
  • Cardio-focused programming
  • Outdoor or functional training
  • Flexibility & mobility work
  • Sport-specific training
세트별 최선·최악 선택최선:Most want최악:Least want
Q08
매트릭스필수

Which time slots generally work for you to train, day by day?

7개 행 × 4개 열
  • Monday
  • Tuesday
  • Wednesday
  • Thursday
  • Friday
  • 외 2개
열: Early morning (5-8am) · Midday (11am-2pm) · Evening (5-8pm) · Not available
Q09
의견 척도필수

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

척도: 1 – 10
최소:Not at all confident최대:Extremely confident
Q10
AI 인터뷰

Explore what's really driving this person's fitness goal and what's gotten in the way before: ask about past attempts at a similar goal, what caused those programs to stall, and what support or accountability would make this time different. If their confidence rating was low, dig into the specific obstacle they expect to hit first (time, injury, motivation, cost); if it was high, pressure-test what could still derail them.

Q11
객관식

How would you like your coach to check in with you between sessions?

  • In-app messaging
  • Text message
  • Email
  • Phone or video call
  • In-person only, no check-ins needed
Q12
객관식

What's your age range?

  • Under 18
  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65+
  • Prefer not to say
Q13
객관식

What's your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer to self-describe
  • Prefer not to say
Q14
메시지

Thanks for sharing all that! Your coach will review your answers before your first session to build a plan that fits your goals, schedule, and any health considerations.

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • Goes beyond static intake fields with an AI follow-up interview that probes what's actually derailed past fitness attempts and what accountability will make this program stick
  • Combines structured screening (injury/condition long-text, consent, scheduling matrix, max-diff on training style preference) with adaptive conversational depth in one flow
  • Captures logistics that matter for onboarding a real client — day-by-day availability matrix, preferred check-in style, and confidence-in-adherence rating — not just goals
  • Ends with a transparent handoff message telling the client their coach will review answers before the first session, setting expectations for a human-AI hybrid process

Jotform

Fitness Client Intake Form Template

A dedicated, fielding-ready fitness client intake form built on Jotform's drag-and-drop form builder. It's aimed at the same audience (trainers/gyms onboarding clients) and likely covers standard fields like goals, health history, and contact info. It's a static form rather than a conversational or adaptive survey experience.

잘하는 점

  • Purpose-built for the fitness client intake use case
  • Backed by Jotform's mature form-building ecosystem (templates, integrations, e-signatures)
  • Likely quick to customize and embed on a trainer or gym website

아쉬운 점

  • No adaptive AI follow-up questioning — respondents answer fixed fields only
  • No automated per-response quality scoring or auto-generated client-readiness report
  • No voice AI interview option for clients who prefer speaking over typing

SurveySparrow

Fitness Client Intake Form Template

SurveySparrow's conversational, chat-style survey format is a genuine fit for fitness intake, presenting one question at a time in a friendlier flow than a traditional form. It's ready to field but appears to be a fixed question set rather than one that adapts based on answers. No indication it includes structured tasks like scheduling matrices or preference ranking built for fitness specifically.

잘하는 점

  • Conversational one-question-at-a-time UI can feel more personal than a static form
  • General survey platform features (branching logic, reporting dashboards) likely available
  • Fitness-specific template saves setup time for trainers

아쉬운 점

  • No AI-driven follow-up interview that probes past setbacks or accountability needs in the client's own words
  • No published methodology for how responses would be scored or summarized
  • No voice-based interview option or guided screen-share task capability

SurveyMonkey

Client Intake Form Template

This is a generic, cross-industry client intake template rather than one tailored to fitness — it would need substantial editing to cover exercise history, injuries, or training preferences. It's a fielding-ready static form on a well-established survey platform, but not a fitness-specific solution out of the box.

잘하는 점

  • Flexible generic template adaptable to many service businesses
  • Backed by SurveyMonkey's established survey infrastructure and reporting tools
  • Easy to duplicate and re-brand for a fitness use case

아쉬운 점

  • Not fitness-specific — lacks built-in questions on exercise history, injuries, or training style preferences
  • No adaptive AI interview to surface what derailed past fitness attempts
  • No automated quality scoring or auto-generated intake report

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