Client Intake Form Template for Hybrid Coaching (Online + In-Person)

Use in FirstRep form

Personal Information

Collects essential details to tailor the coaching experience.

Aa Full Name *

Enter your full name

Aa Email Address *

Enter your email address

Aa Phone Number *

Enter your phone number

Coaching Preferences

Helps determine the client's preferred coaching format.

v Preferred Coaching Format *

Select your preferred format

... Availability for In-Person Sessions

List your available days and times

vv Preferred Online Platforms

Select preferred platforms

Fitness Goals

Understand the client's fitness objectives to tailor programs.

v Primary Fitness Goal *

Select your main goal

vv Secondary Goals

Select additional goals

v Current Fitness Level *

Select your fitness level

Health History

Gather information on the client’s health to ensure safety.

... Medical Conditions

List any medical conditions

... Current Medications

List any current medications

... Injuries or Limitations

Describe any injuries or limitations

Commitment Level

Assess the client's commitment to training.

# Weekly Commitment *

Number of hours per week

v Preferred Session Length *

Select preferred session length

1-10 Motivation Level *

Rate your motivation from 1 to 10

Technology Comfort Level

Determine the client’s comfort with technology for online sessions.

* Comfort with Online Tools *

Rate your comfort level

Y/N Previous Online Coaching Experience *

Have you used online coaching before?

v Preferred Communication Method *

Select your preferred communication method

Feedback and Expectations

Gather insights on client expectations and previous experiences.

... What are your expectations from this coaching? *

Describe your expectations

... Previous Coaching Experiences

Share any previous coaching experiences

... What do you value most in a coach?

List qualities you value in a coach

Why Use This Template

Tailored Client Experience

Understanding client preferences and goals enhances their coaching experience.

Efficiency in Scheduling

Collecting detailed information helps manage scheduling complexities.

How to Use

Download the template and customize it to fit your coaching needs.

Share the form with new clients before their first session to gather crucial details.

Customization Tips

Adjust the format based on client feedback for effectiveness.
Add fields specific to your coaching style or philosophy.
Consider integrating technology preferences for smoother sessions.

Build and send hybrid coaching (online + in-person) templates digitally with FirstRep. Free for up to 3 clients.

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Frequently Asked Questions

What is hybrid coaching?

Hybrid coaching combines online and in-person training, allowing flexibility for clients.

How do I manage clients in both formats?

Utilize scheduling tools and clear communication to maintain quality across both formats.