Intro Session Worksheet
An intro session should feel calm, clear, and human.
This worksheet gives you a simple structure to guide the conversation without turning it into a script. You can send it to clients before they arrive, or use it live during the session to capture answers and follow ups. Either way, it helps you understand what they want, what has been getting in the way, and what the best next step is.
What this worksheet helps you do
Clarify the goal and what success could look like over the next 12 weeks
Understand the why behind the goal and why now matters
Identify what has been getting in the way and what could make consistency easier
Explore commitment and confidence, and what would help raise each one
Get a clear snapshot of training history, injuries, and limitations
Review the past week of exercise to see the current reality
Understand nutrition patterns, cravings, and lifestyle friction points
Leave the session with enough clarity to recommend a clear starting plan
What is included
A 2 page PDF worksheet that covers:
Personal goals and the why behind them
Commitment and confidence ratings with follow up prompts
Exercise history, injuries, and limitations
A past week exercise snapshot across training types
Nutrition and lifestyle habits including water, cravings, and a day of eating
How to use it
Send it ahead of time so the client arrives with more thoughtful answers
Or use it during the session on paper or on an iPad or tablet
Note: this PDF is not a typeable fillable form
Who it is for
Personal trainers and coaches who want a clear, client friendly tool for intro sessions, consultations, and new client intake
File format: PDF Pages: 2 Delivery: Instant digital download Use: Print, or write on iPad/tablet with markup Fillable fields: Not a typeable form License: For individual use only. Not for resale or redistribution





