About this template
The Wellness Coaching Intake Form is a comprehensive tool designed for fitness professionals, nutritionists, and wellness coaches to streamline the client onboarding process. By gathering essential health, lifestyle, and dietary data before the first consultation, coaches can hit the ground running and provide personalized guidance from day one.
This template covers key areas including physical metrics, daily activity levels, nutritional habits, and psychological readiness for change. Using Doc2Form to deploy this as a Google Form ensures that all client data is automatically organized in a secure spreadsheet, allowing you to track progress over time and focus on what matters most: helping your clients achieve their health goals.
Key features
- Captures comprehensive health and lifestyle metrics in one place.
- Assesses client readiness for change to help tailor your coaching style.
- Streamlines the onboarding process by gathering data before the first session.
- Fully customizable to include your specific coaching methodology.
- Automatically saves all responses to a Google Sheet for easy analysis.
Use cases
- New client onboarding for personal training programs.
- Nutritional habit assessment for lifestyle coaching.
- Pre-consultation health screening for boutique fitness studios.
- Long-term progress tracking for wellness mentorships.
What this form collects
- Full Name (Short answer)Please enter your full legal name.
- Contact Information (Short answer)How can we reach you?
- Current Age (Short answer)Required for health assessment purposes.
- Physical Metrics (Paragraph)Please provide your height and current weight.
- Primary Health Goal (Paragraph)What is the main result you hope to achieve through our coaching?
- How would you describe your daily activity level? (Multiple choice)Consider both your work environment and exercise habits.
- Daily Water Intake (Short answer)Approximately how many glasses of water do you drink per day?
- Eating Habits (Paragraph)Do you typically eat three meals a day? Do you skip meals?
- On a scale of 1-5, how ready are you to make lifestyle changes? (Linear scale)1 = Not ready, 5 = Fully committed.
- What is the biggest barrier you have faced in the past? (Paragraph)Be honest—this helps us identify potential challenges.
- Preferred Contact Method (Multiple choice)How should we communicate regarding your program?
FAQ
How do I customize this form for my specific coaching niche?
Once you convert this template to a Google Form, you can easily add, delete, or reorder questions directly within the Google Forms editor to match your unique coaching style.
Can I add my own branding to this form?
Yes. Within Google Forms, you can upload your logo, change the theme colors, and select fonts that align with your coaching business brand identity.
Where does the client data go?
All responses are automatically collected in a Google Sheet associated with your form, making it easy to review, sort, and share with your team.
Is this form suitable for medical advice?
This form is intended for wellness and fitness coaching purposes. It is recommended to include a disclaimer if you are collecting sensitive health information.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.