Personal Training Intake & Assessment
Streamline your new client intake and fitness assessment process to deliver personalized training programs effectively.
This reusable ProcessKit template contains 6 steps and 38 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
Initial Contact & Schedule Assessment
- Overview
- Client Full Name
- Client Primary Email
- Client Contact Phone
- Proposed Assessment Date
- Confirm Assessment Booking
Pre-Assessment Documentation & Waivers
- Overview
- Send Health History Questionnaire
- Send Physical Activity Readiness Questionnaire (PAR-Q)
- Send Liability Waiver for Signature
- Upload Signed Liability Waiver
- Upload Completed Health Questionnaire
Consultation & Goal Discovery
- Overview
- Discuss Client's Primary Goals
- Identify Past Injuries or Medical Conditions
- Assess Nutritional Habits & Dietary Preferences
- Client's Preferred Training Frequency
- Motivation Level
Fitness Assessment Execution
- Overview
- Record Initial Body Weight (kg/lbs)
- Perform Body Composition Analysis (e.g., BIA, skinfold)
- Conduct Cardiovascular Endurance Test (e.g., Step Test, 1-Mile Walk)
- Execute Muscular Strength & Endurance Tests (e.g., Push-ups, Squats)
- Assess Flexibility & Mobility (e.g., Sit-and-Reach, Overhead Squat)
- Document Postural Observations
Data Analysis & Program Design
- Overview
- Summarize Assessment Findings
- Define Short-Term Training Goals
- Outline Long-Term Training Goals
- Draft Initial 4-Week Training Plan Structure
- Recommend Nutritional Guidance (if applicable)
Program Presentation & Onboarding Completion
- Overview
- Schedule Program Presentation Meeting
- Present Personalized Training Program
- Address Client Questions & Concerns
- Obtain Client Agreement on Program & Terms
- Process Initial Payment/Package Purchase
- Schedule First Official Training Session