Use in FirstRep document

Client Assessment

Understanding your client's current health status and lifestyle habits is crucial for effective coaching.

Enter client's full name
Describe your primary health goals
Select chronic conditions applicable
Briefly describe your current exercise routine

Lifestyle Habits

Evaluate the client's daily routines and habits that affect their wellness.

Enter average sleep duration
Rate your current stress level
Outline your daily nutrition habits

Goal Setting

Establish clear and achievable goals for the 8-week program.

What is your primary goal for this program?
List any secondary goals
Rate your motivation to achieve these goals

Weekly Check-Ins

Track progress and maintain accountability through regular check-ins.

Describe your progress this week
What challenges did you face this week?
What adjustments do you need for next week?

Final Reflection

Reflect on the progress made and future steps beyond the program.

Describe your overall experience in this program
How will you sustain these changes moving forward?
What are your goals beyond this program?

Why Use This Template

Structured Approach

Provides a clear roadmap for both coaches and clients, ensuring consistency.

Accountability

Facilitates client accountability through regular check-ins and reflections.

How to Use

1

Begin with the Client Assessment to understand their current health status.

2

Guide clients through setting realistic and measurable goals.

Customization Tips

  1. Tailor the assessment questions to fit your specific coaching style.
  2. Consider adding additional fields based on client needs.
  3. Use client feedback to improve the program structure.

Build and send health & wellness coaching templates digitally with FirstRep. Free for up to 3 clients.

Frequently Asked Questions

How can I customize the program for my clients?

You can adjust the fields and sections based on specific client needs and feedback.

What if my client has multiple chronic conditions?

Encourage them to focus on one or two key areas to avoid overwhelm and ensure progress.