Contact & logistics
Know who is joining and how to reach them.
Collect essential client logistics and keep emergency details separate.
- Name, email, phone, and pronouns.
- Emergency contact and phone.
- Time zone and preferred channel for remote clients.
Describe your coaching service. Makeform builds a personal trainer intake form for goals, activity background, health history, exercise readiness, preferences, and scheduling.
Send new-client responses to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it, or send it to the builder. The structure is an example, not a live AI result.
Audience
Adults beginning individual personal training
Format
Multi-step intake with conditional follow-ups
Prompt size
298 chars
Example form structure
Multi-step intake with conditional follow-ups
Contact and emergency details
What are your top fitness goals?
Current activity and training experience
Exercise-readiness questions
Preferred training schedule
Suggested routing tags
Ready to schedule
Follow-up needed
New client
Ask which activities a client currently does; specifics make the first conversation more useful.
Step 1
Understand
goals, motivation, and training background
Step 2
Screen
health history and exercise-readiness answers
Step 3
Discuss
follow up on flags, needs, and preferences
Step 4
Schedule
agree on the right first-session next step
A better first conversation
Gather useful context before arrival, then spend session time clarifying goals and observing movement.
Ask why a goal matters, what progress means, and what has disrupted consistency.
Conditional fields make answers needing discussion visible before activity.
Keep preferences, history, and onboarding details in one searchable submission.
Fit your service
Start with shared essentials, then adapt paths for private, remote, or group coaching.
Capture goals, coaching preferences, availability, and consultation topics.
Add time zone, equipment, uploads, and remote check-in preferences.
Ask about experience, current routine, recovery context, and priorities.
Reveal follow-ups for readiness, accessibility, or movement experience.
Intake workflow
Describe your service, generate the structure, review sensitive questions, and connect responses to next actions.
Specify in-person, remote, or group coaching plus required goals and logistics.
Explain sensitive requests, remove unused questions, and require only essentials.
Request detail for readiness concerns, restrictions, equipment gaps, or goals.
Route responses, discuss flags, and agree on the next step.
Form vs document vs conversation
Collect consistent baseline details while leaving interpretation and follow-up to trainer and client.
Field guide
Use six focused sections, then tailor wording and follow-up to your service.
Contact & logistics
Collect essential client logistics and keep emergency details separate.
Goals & motivation
Combine sortable goal choices with open questions about meaning.
Activity background
Ask what clients do now, have tried, and enjoy.
Health history
Request relevant context, explain its review, and use it for discussion, not diagnosis.
Exercise readiness
Use clear yes or no questions, conditional details, and review flags before activity.
Preferences & schedule
Capture the logistics and preferences that shape scheduling.
Related tools
Use real Makeform tools for adjacent steps such as broader client intake, coaching discovery, health-history collection, readiness questionnaires, and class registration.
Collect general contact, service, and onboarding details for clients across different offerings.
Open toolExplore motivation, expectations, obstacles, and communication preferences for a wider coaching relationship.
Open toolCreate a dedicated history questionnaire when your intake workflow calls for a separate collection step.
Open toolBuild a structured questionnaire for health-related background and discussion prompts.
Open toolRegister clients for classes and collect scheduling details after intake is complete.
Open toolStart a general assessment form and adapt the questions to your own review workflow.
Open toolFAQ
Practical answers for trainers setting up a clearer new-client intake process.
It is a pre-coaching questionnaire covering contact details, goals, activity, training experience, relevant health history, exercise readiness, preferences, and availability. It prepares the first discussion rather than replacing it.
Include contact and emergency details, goals, motivation, current activity, experience, enjoyed or avoided exercises, relevant restrictions, readiness questions, availability, location, equipment, and communication preferences.
Combine selectable categories such as strength, mobility, or endurance with open questions about why the goal matters and what progress would mean. Do not promise outcomes.
Use clear yes or no questions, reveal a detail field when needed, and label responses for review before activity. Discuss flags and agree on the appropriate next step.
Yes. Show injury details, remote-equipment choices, group experience, or scheduling follow-ups only when relevant. Everyone still completes the essential intake path.
Yes. Add time zone, training location, equipment, technology access, check-in channel, travel patterns, and optional uploads. Branch remote and in-person clients into separate logistics sections.
Yes. Makeform offers unlimited free forms and responses. You can generate, edit, publish, and collect intake submissions without a response cap. The paid tier only removes the Makeform badge.
No. Use it to prepare a two-way conversation. Clarify goals and history, discuss readiness flags, confirm preferences, and explain next steps. The consultation supplies nuance fixed questions cannot capture.
Start the client relationship with useful context.