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Run a better intro session with more clarity

A simple worksheet that helps you ask better questions, understand what matters, and leave the conversation with a clear next step.

    • Clarify goals, why now, and what the client wants to see change in the next 12 weeks
    • Use commitment and confidence questions to identify readiness, barriers, and what would move them forward
    • Turn exercise history and lifestyle patterns into a starting plan that fits real life
Intro Session Worksheet

Intro Session Worksheet

$35.00Price
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

How to Use it in an Intro Session

Use it before the session or fill it out together. It helps you clarify the goal, the why now, and the real barrier before you recommend a plan.

Step 1: Clarify the goal and why now

Use the goals, why now, and commitment and confidence questions to understand what they want and what is making this matter now.

Step 2: Look at what real life is telling you

Review exercise history, the past week, and nutrition and lifestyle habits so you can see what feels steady and what keeps breaking down.

Step 3: Recommend the best next step

Reflect back the goal, the barrier, and the support they need. Then choose a starting plan that fits their life right now.

Built for clearer consults and stronger recommendations

Intro Session Worksheet preview showing the Personal Goals section with intro session questions

What's Inside the Worksheet

A focused intake tool that helps you move from vague goals to a clearer starting point without turning the session into a script.

Intro Session Worksheet preview showing personal goals and why now questions

Personal Goals and Why Now

Clarify the 12 week goal, why it matters now, what improves if they succeed, and what has gotten in the way before.

Intro Session Worksheet preview showing commitment confidence and exercise history questions

Commitment, Confidence, and History

Use the readiness scale and exercise history to understand what they have tried, what has worked, and where support is still needed.

Intro Session Worksheet preview showing past week of exercise and lifestyle tracking

Training and Lifestyle Reality

Review the past week, nutrition patterns, hydration, and daily habits so your recommendation fits real life.

Know if this is the right fit

This is meant to support a clearer intake conversation. Here is when it fits best.
Great fit if...

  • You want a better way to clarify the client’s goal, why now, and what has gotten in the way  

  • You want something you can send ahead or fill out together in the session  

  • You want to understand commitment, confidence, exercise history, and current habits before you recommend a plan  

  • You want a deeper intake tool without turning the session into a script  

  • You want to move from vague goals to a clearer next step

Not ideal if...

  • You only want a quick one page checklist  

  • You are looking for a full assessment or movement screen  

  • You want the tool to replace your coaching judgment instead of supporting it  

  • You need medical, rehab, or nutrition treatment guidance  

  • You do not plan to use the answers to shape a real recommendation

Make it a Full Client Journey

These tools work best together. Close with clarity, deliver a clean plan, and keep your pipeline organized.

Intro Session Worksheet

Movement Assessment Worksheet

Trainer CRM Spreadsheet

Why it pairs: Start with goals and context, then use the screen to choose the right starting plan.

Why it pairs: Use the screen to turn what you see into priorities, guardrails, and a two week starting plan.

Why it pairs: Track leads, follow ups, and status so good sessions do not turn into missed opportunities.

Questions Trainers ask before buying

Keep it simple. Here are the few things that usually matter.

What if a client brings up pain, injuries, or nutrition concerns?

Use the worksheet to notice what matters and ask better follow up questions. It helps you gather context, not diagnose or prescribe treatment. When something is outside your scope, refer out.

What if a client brings up pain, injuries, or nutrition concerns?

Use the worksheet to notice what matters and ask better follow up questions. It helps you gather context, not diagnose or prescribe treatment. When something is outside your scope, refer out.

What if a client brings up pain, injuries, or nutrition concerns?

Use the worksheet to notice what matters and ask better follow up questions. It helps you gather context, not diagnose or prescribe treatment. When something is outside your scope, refer out.

What if a client brings up pain, injuries, or nutrition concerns?

Use the worksheet to notice what matters and ask better follow up questions. It helps you gather context, not diagnose or prescribe treatment. When something is outside your scope, refer out.

What if a client brings up pain, injuries, or nutrition concerns?

Use the worksheet to notice what matters and ask better follow up questions. It helps you gather context, not diagnose or prescribe treatment. When something is outside your scope, refer out.

What if a client brings up pain, injuries, or nutrition concerns?

Use the worksheet to notice what matters and ask better follow up questions. It helps you gather context, not diagnose or prescribe treatment. When something is outside your scope, refer out.

What if a client brings up pain, injuries, or nutrition concerns?

Use the worksheet to notice what matters and ask better follow up questions. It helps you gather context, not diagnose or prescribe treatment. When something is outside your scope, refer out.

Support

Instant access after checkout. If anything is off, I got you.

  • Instant download: You’ll see the download link on the confirmation screen.

  • Email receipt: The link is also sent to the email you use at checkout.

  • Can’t find it: Check spam/promotions, then search “Train the Trainer.”

  • Still stuck: Email me and I’ll get you sorted.

Questions or issues with the download 

Email:

Print it or fill it digitally. Use it in your next session.

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