When to use it
Send this form to new clients before your first session. It gathers their goals and background so you can prepare, and keeps every client’s intake in one place.
Make it your own
- Use your own questions. Add questions specific to your field, like fitness history or business details.
- Avoid sensitive data you don’t need. Only ask about health if your work requires it.
- Split it into pages. The form already uses pages so it doesn’t feel long.
Put the answers to work
Read each client’s answers before their first session, and refer back to their goals as you work together.
For a project with a scope and budget, use the project brief form.