New Client Intake Form

This form helps us understand where you’re at — physically and mentally. This lets us make the most of our strategy call and create a plan that fits your life best.

Personal Info (1/8)

First Name *

Last Name *

Phone *

Email *

Age *

Height *

Current Weight (lbs) *

Gender *

Male

Female

Other

Prefer not to say

Important Insights: Restrictions/Considerations (2/8)

Do you have any current or past injuries, pain, or recent surgeries we should know about? *

Any medical conditions that may affect training or nutrition? *

How would you rate your sleep quality? *

Current average stress level? *

Would you like to share any further details for this section?

Mindset: Goals and Motivators (3/8)

What is your #1 priority over the next 12 weeks? *

Secondary Goal(s):

Do you have any specific events or competitions coming up? If yes, what/when?

Has anything caused you to fall off track in the past? *

Additional Details - Mindset:

Movement: Physical Baseline (4/8)

How would you describe your current fitness level?

Beginner

Intermediate

Advanced

What kind of activities do you currently do? (check all that apply) *

How many days per week are you currently active? *

0-1

2-3

4-5

What’s currently stopping you from feeling your best?

(e.g., time, motivation, pain, habits, clarity)

Additional Details - Movement:

Nutrition: Fuel & Recovery (5/8)

Do you have any allergies, intolerances, or strict dietary restrictions? *

Foods you enjoy most:

1
2
3

Foods you dislike or avoid:

1
2
3

Additional Details - Nutrition:

Current Tracking (6/8)

Do you currently track workouts? *

Yes: On an App

Yes: Paper logbook

Do you currently track Nutrition? *

Yes: I track everything — Calories, Micro & Macronutrients, etc.

Yes: Macros only

I have in the past but not anymore

Additional Details - Current Tracking:

Building Your Perfect Plan (7/8)

How much time can you commit on these training days? *

30 mins

45 mins

60 mins

90+ mins

What time of the day is best for your training sessions? *

Early Morning

Mid Day/On Lunch Break

Evening

Do you prefer a strict structure or flexibility? *

Strict: Eliminate all guess work, tell me what to do and when to do it

Hybrid: Give me a weekly overview and I'll structure my days

Full Flexibility: Give me month-month guidelines and let me run with it

Where will you train? *

Gym

Home

Mix of both gym & home

Do you prefer variety or simple consistency in your workouts? *

Consistent: I'm happy doing the same few workouts over time, just tell me how to scale them up as I improve

Hybrid: Keep the core concepts the same, scale over time adding in new movements and variations occasionally to keep things fresh

Lots of Variety: I never want to do the same workout twice

Do you travel frequently for work/life? *

Rarely — I stay local most/all weeks

Sometimes — 1-2 weeks per month

Often — Travel or on the road 3-4 weeks/month

Weekend Warrior — Home for work week, travel on weekends for events

How often would you like progress check-ins? *

Monthly

Bi-Weekly

Weekly

None

Coaching Style Preference: *

Tough love

Supportive guidance

Balanced mix of tough love and supportive guidance

Are there additional details to consider when creating your plan?

Final Details (8/8)

If there is any information we have not covered already that you would like to share with us use this space or and/or upload files + images below:

Upload here and we will pass it on to our team of coaches creating your plan

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.