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Personal Training Client Intake & Goal Assessment

A new-client intake for personal trainers and coaches that captures training goals, current fitness level, injury/medical history, scheduling needs, and consistency barriers before the first session. An AI follow-up interview digs into the real motivation and biggest obstacle behind the client's stated goal so the trainer can program around it from day one.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

15 questions · ~8 min
Q01
Message

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. This takes about 6-8 minutes, and anything you share here stays between you and your trainer.

Q02
Multiple ChoiceRequired

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.)
Q03
Multiple ChoiceRequired

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
Q04
MatrixRequired

How would you rate your current fitness in each area?

4 rows × 5 columns
  • Strength
  • Cardiovascular endurance
  • Flexibility / mobility
  • Balance and coordination
Columns: Poor · Below average · Average · Above average · Excellent
Q05
Long TextRequired

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.

Q06
ConsentRequired

Health information consent

Q07
Best–Worst Trade-off (MaxDiff)Required

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
Pick best & worst per setBest:Biggest help / least of a problemWorst:Biggest obstacle
Q08
Opinion ScaleRequired

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

Scale: 1 – 10
Min:Not at all confidentMax:Extremely confident
Q09
Multiple ChoiceRequired

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)
Q10
Short TextRequired

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

Q11
AI Interview

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.

Q12
Date

What date would you like to start training?

Q13
Multiple Choice

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
Q14
Multiple Choice

What is your gender? (optional)

  • Woman
  • Man
  • Non-binary
  • Prefer to self-describe
  • Prefer not to say
Q15
Message

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.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Includes an AI follow-up interview that probes the real motivation and biggest obstacle behind the client's stated goal, so trainers get insight beyond a checkbox answer
  • Combines structured intake (goals, current activity, fitness self-rating matrix, injury/medical history, consent) with adaptive follow-up rather than a flat form
  • Captures consistency barriers via a max-diff ranking and a confidence rating, giving trainers a data-driven read on adherence risk before session one
  • Ends with a clear scheduling and start-date capture plus optional age/gender fields for safe program design, all wrapped in friendly chat-style intro/outro messages

Jotform

Personal Training Client Intake Form Template

A purpose-built static intake form for personal trainers covering goals, health history, and contact details. It's a fielding-ready template but relies on fixed fields rather than any dynamic questioning of the client.

What it does well

  • Directly targeted at personal training intake use case
  • Likely offers drag-and-drop customization and e-signature/consent fields typical of Jotform
  • Easy to embed or share as a standalone form

Where it falls short

  • No adaptive follow-up questioning to explore motivation or obstacles behind stated goals
  • No built-in per-response quality scoring or automated report generation
  • No voice AI interview option

Typeform

Personal Training Client Intake Form

A conversational-style static form template for the same audience, likely offering a clean one-question-at-a-time UI. It captures intake data well but does not adapt questions based on answers.

What it does well

  • Polished, conversational UI known for higher completion rates
  • Purpose-built for personal training client intake
  • Supports logic jumps for basic branching

Where it falls short

  • No true adaptive AI interviewing to dig into real motivation or barriers
  • No automated quality scoring of responses
  • No voice AI interview mode

SurveyMonkey

Client Intake Form Template

A generic client intake template not specific to personal training or fitness; useful only as a starting point that would need heavy customization for this use case. It's a static survey template, not an interactive interview.

What it does well

  • Backed by SurveyMonkey's broad survey logic and reporting tools
  • Easy to customize for general intake needs
  • Familiar platform for quick deployment

Where it falls short

  • Not tailored to fitness/personal-training specifics like injury history or training preferences out of the box
  • No adaptive AI follow-up or voice interview capability
  • No automated per-response quality scoring

SurveySparrow

Sample client intake form template

A generic business client intake template rather than one built for personal training or fitness coaching, so it would require significant editing to cover goals, injuries, and scheduling. It's a static form, not an adaptive interview.

What it does well

  • Conversational chat-style form UI similar to a chatbot experience
  • Flexible for general business client onboarding
  • Simple to brand and share

Where it falls short

  • Not fitness-specific, missing built-in fields for training goals, injury history, or consistency barriers
  • No adaptive AI probing into motivation or obstacles
  • No automated quality scoring or auto-generated reports

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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