Q01
Message
All templatesIndustry-Specific
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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
14 questions · ~7 min
Q02
Multiple ChoiceRequired
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
Multiple ChoiceRequired
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
Multiple Choice
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
Long TextRequired
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
ConsentRequired
Before we continue, please confirm the following.
Q07
Best–Worst Trade-off (MaxDiff)Required
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
Pick best & worst per setBest:Most wantWorst:Least want
Q08
MatrixRequired
Which time slots generally work for you to train, day by day?
7 rows × 4 columns
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
- +2 more
Columns: Early morning (5-8am) · Midday (11am-2pm) · Evening (5-8pm) · Not available
Q09
Opinion ScaleRequired
How confident are you that you can stick to a regular workout schedule over the next 3 months?
Scale: 1 – 10
Min:Not at all confidentMax:Extremely confident
Q10
AI Interview
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
Multiple Choice
How would you like your coach to check in with you between sessions?
- In-app messaging
- Text message
- Phone or video call
- In-person only, no check-ins needed
Q12
Multiple Choice
What's your age range?
- Under 18
- 18-24
- 25-34
- 35-44
- 45-54
- 55-64
- 65+
- Prefer not to say
Q13
Multiple Choice
What's your gender?
- Woman
- Man
- Non-binary
- Prefer to self-describe
- Prefer not to say
Q14
Message
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.
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
- 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 TemplateA 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.
What it does well
- 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
Where it falls short
- 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 TemplateSurveySparrow'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.
What it does well
- 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
Where it falls short
- 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 TemplateThis 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.
What it does well
- 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
Where it falls short
- 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
Frequently asked questions
What questions are in the “Fitness Client Intake & Goal-Setting Survey” template?
The template includes 14 ready-to-use questions, starting with: “Welcome! Before your first session, we'd like to get to know your fitness background, goals, and any health consideratio…” · “What's the main reason you're starting or restarting fitness right now?” · “In the last 30 days, how often have you done any structured exercise lasting 8 minutes or more?”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 14 questions in about 7 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
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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