New Client Assessment
Streamline the process of evaluating new Pilates clients, capturing their unique needs, and crafting a personalized foundational plan for their wellness journey.
This reusable ProcessKit template contains 6 steps and 33 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
Initial Client Intake
- Overview
- Client Full Name
- Primary Contact Email
- Phone Number
- How did they hear about us?
- Initial Inquiry Date
Health & Lifestyle Questionnaire Review
- Overview
- Questionnaire Sent to Client
- Completed Questionnaire Received
- Review Questionnaire for Red Flags/Concerns
- Key Health Notes & Medical History Summary
- Previous Pilates Experience?
Postural & Movement Assessment
- Overview
- Observation Notes: Posture & Alignment
- Functional Movement Screen Observations
- Identified Restrictions or Imbalances
- Specific Injury or Pain Areas (if any)
Goal Setting & Program Recommendation
- Overview
- Client's Primary Goals for Pilates
- Recommended Program Type
- Number of Sessions Recommended Per Week
- Discussed Program Benefits & Client Expectations
Initial Plan Development & Instructor Assignment
- Overview
- Initial Session Focus Areas
- Recommended Equipment for First Sessions
- Assigned Instructor
- Internal Notes for Instructor Handoff
Client Onboarding & Scheduling
- Overview
- Initial Plan Reviewed & Approved by Client
- First Session Date & Time
- Welcome Packet Sent
- Payment Information Processed
- Client Added to Scheduling System