Client Intake Form Template for Client Retention for Trainers

Use in FirstRep form

Client Goals

Understanding initial client goals helps tailor retention strategies.

... What are your fitness goals? *

e.g., weight loss, muscle gain, improved endurance

D Goal deadline *

Select your target date for achieving goals

Engagement Preferences

Identify how clients prefer to stay engaged with your programs.

v Preferred communication method *

v Frequency of check-ins *

Feedback and Concerns

Gather feedback to understand potential churn reasons.

... What do you enjoy most about the training? *

Share your favorite aspects

... Any concerns about your training?

Let us know your worries

Motivation Factors

Determine what keeps clients motivated over time.

... What motivates you to keep training? *

e.g., results, accountability, community

... Have you faced any barriers to training?

Share any challenges you've encountered

Retention Strategies

Collect insights on how to improve retention strategies.

... What would encourage you to continue training? *

e.g., discounts, challenges, new programs

Y/N Would you be interested in referral programs? *

Seasonal Trends

Understand how seasonality affects client training.

Y/N Do you train less during certain seasons? *

vv If yes, which seasons do you find challenging?

Why Use This Template

Enhanced Client Understanding

Gain insights into client motivations and concerns.

Personalized Engagement

Tailor your communication and offerings to keep clients engaged.

How to Use

Download the template and customize it to fit your training style.

Use the form during initial consultations for better retention.

Customization Tips

Add a personal touch by including your training philosophy.
Incorporate visuals to make the form more engaging.
Adjust questions based on client demographics and preferences.

Build and send client retention for trainers templates digitally with FirstRep. Free for up to 3 clients.

Start for Free See All Features

Frequently Asked Questions

How often should I use the intake form?

It's recommended to use it at the start of training and revisit every few months.

Can I modify the questions in the form?

Yes, feel free to adjust questions to better suit your clientele.