What should a coaching client intake form ask?

The model Adam documents is a short quiz style application. Every question exists because the CRM does something with the answer. If an answer changes nothing, the question goes.

The questions below are example wording written for this guide. Write the answer options in your own clients' language. Example, not a client result.

• Low pain score: nurture.
• Medium: a short video page before the calendar.
• High: the calendar, straight away.
• Objection tags shape what the follow up says.
• Hard stops only, such as no fit with your offer or only paying by e transfer. Everything else routes to nurture, not to the bin.

One rule Adam holds: never mark a lead dead off a single Instagram or WhatsApp touch. No phone call means the channel is spent, not the lead.

The build that turns this into booked calls is in the auto booking tutorial.

• Anything you will not act on soon.
• Long essay prompts.
• Address and birthday.
• Full food diaries before the first call.
• Anything already covered on the sales call.
• “How did you hear about us?” Capture the source with a tag instead.
• Numbers people do not know. Let them answer “unknown”.

Keep it short enough that someone could answer by voice memo.

These are the sections of the client intake Adam uses in his own coaching practice, with his section names:

• Who you are: contact details and an emergency contact.
• Health and injuries: any condition, medication or limit a trainer needs to know, and whether a doctor has cleared them to start strength work.
• What you already tried.
• The win: what a good week looks like, in their own words.
• The week you actually have: training days, wake time and work hours.
• Food: what they ate yesterday, foods they will repeat and foods they will not eat.
• Training history: lifts they already know and their normal daily steps.
• How we will know it is working: the best way to reach them for check ins, and whether they are fine with private progress photos.
• Admin: payment and invoice details.
• One paragraph I cannot invent: why this time is different.

One habit worth copying: Adam fills in most of the intake from the sales and kickoff calls before the client sees it. The client only fills the boxes marked as theirs, so the form takes minutes instead of an evening.

The answers write to the client record, so the coach reads them before kickoff instead of hunting for them. If the form is not done, the kickoff moves until it is.

Before the sale, only for hard stops. After the sale, no: the intake form builds the plan. Declining a paid client off a form is a refund conversation, not an automation.