Goal Setting Worksheet for Hybrid Coaching (Online + In-Person) Clients

Use in FirstRep form

Client Information

Gather essential details about your clients to tailor your hybrid coaching approach.

Aa Client Name *

Enter client's full name

v Preferred Coaching Format *

# Age *

Enter client's age

Goals and Objectives

Define the client's fitness goals to align your coaching methods effectively.

... Primary Fitness Goal *

Describe the main fitness goal

... Secondary Goals

List any additional goals

D Timeframe for Goals *

Select the target date for goals

Current Fitness Level

Assess the current fitness level to create a personalized plan.

v Current Activity Level *

1-10 Strength Level (1-10) *

Rate strength from 1 (low) to 10 (high)

1-10 Cardio Endurance Level (1-10) *

Rate cardio endurance from 1 (low) to 10 (high)

Scheduling Preferences

Understand the client's availability to manage scheduling effectively.

vv Preferred Days for Coaching *

vv Preferred Time Slots *

Aa Time Zone *

Enter client's time zone

Technology and Tools

Identify the tools your client is comfortable with for online coaching.

v Preferred Communication Tool *

Aa Fitness Tracking App

Enter name of tracking app, if any

1-10 Comfort Level with Technology *

Rate comfort with tech from 1 (low) to 10 (high)

Feedback and Adjustments

Plan for regular feedback to ensure quality across both formats.

v Feedback Frequency *

v Preferred Feedback Method *

... Adjustment Preferences

Describe how you would like adjustments communicated

Why Use This Template

Tailored for Hybrid Coaching

This worksheet addresses unique challenges of managing both online and in-person clients.

Enhances Client Experience

By understanding client needs, you can provide a more personalized coaching experience.

How to Use

Fill out each section based on client interactions and preferences.

Use the data gathered to create a personalized coaching plan.

Customization Tips

Adjust the fields based on your specific coaching style and clientele.
Include additional sections if needed for unique client needs.
Use client feedback to refine and improve the worksheet regularly.

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 both online and in-person training to provide flexibility and cater to diverse client needs.

How do I manage scheduling for hybrid clients?

Use scheduling tools that integrate both online and in-person sessions, and communicate clearly with clients about their availability.