New Client
Onboarding
Questionnaire
As part of your consultation with the client, you will want to ask a series of
questions to give you a better idea of how many personal training sessions
they will need as part of their as part of their onboarding phase.
These are not the only questions you’d ask the client, but these are the
questions that will give you a quantitative answer on the start to their journey.
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NEW CLIENT CONSULTATION QUESTIONNAIRE
1. What best describes your experience with fitness and training based on
the following:
I’ve never done weight training or functional + 9 sessions
fitness
I’ve tried weight training and functional fitness + 7 sessions
for less than 6 months
I’ve been weight training and doing functional + 1 test out,
fitness for more than a year + 2 additional if
needed from results
2. Do you have aches or pains that slow you down or have resulted in
surgery or a surgical recommendation?
Yes to aches and pains + 1 session per 2 movement restrictions*
Yes to surgery + 2 sessions per 1 surgical area
No + 0 sessions
3. How active are you on a normal day?
My job requires me to move around and/or I regularly + 0 sessions
take walks
My job is sedentary, and I don’t regularly take walks + 1 session
4. Describe your goals for joining the gym in one of these buckets:
I am looking to be healthy and fit. + 0 sessions
I have a specific goal like weight loss or competing. + 1 session
I have a specific goal in a specific amount of time. +2 sessions
5. What best describes your current exercise practice?
Yes, I’m a competitive athlete + 0 sessions
Yes, I consistently train 4+ days/week + 0 session
Yes, I try to get workouts in whenever I can / On & off +2 sessions
Yes, I play sports on the weekends +3 sessions
No +4 sessions
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*For ease of use, when working with 10 or more sessions, subtract 4 PT
sessions from the total number needed to determine when the client moves
into group sessions. The 4 sessions you subtracted are their 2 ghost sessions +
2 future individual sessions. The intention of this questionnaire is for the
person who is a fit for group class. If they are not a fit and purely need PT for
an extended period of time, you will not use this formula, as they will need
more sessions than it will tell you.
Notes:
• Answers to question number 2 could be described to you or found on
the movement screen. Use these sessions to test the capacity of the
impairment to handle intensity and recover.
• The value of adding sessions based on question number three is
another opportunity to groove RPE increases.
• Each added session from question number five serves the same utility
as sessions added from question 3
Now, tally up the amount of sessions they need to get started. As we said
already, most people will need at least 12 sessions, and typically more.
As an incentive to sign-up in the consult, you can offer these sessions at the
24 pack rate instead of at the single session or 12 pack rates.
Here is an editable template with this questionnaire that you can use in your
consultations.
EDITABLE TEMPLATE
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FOUNDATIONS ON-RAMP PROGRAMMING
for use in functional fitness gyms
SESSION 1
Movement Assessments Supine Hip Flexion, Kneeling Butt to Heel,
Ankle Dorsiflexion
Skills Bracing, Air Squat, Back Squat, Overhead
Squat (If appropriate), Wallball, Assault Bike
RPE Exposure 5/10
Workout EMOM x 8:
Min 1) 8 Wallballs (to appropriate height and
done unbroken)
Min 2) Bike at 70% max RPM x30 Seconds
(Pre workout do a 10 second max RPM test to
establish 70%)
SESSION 2
Movement Assessments SLPF, Prone Heel to Butt, Wrist Extension,
Wenis
Skills Bracing, Front Squat, Kettlebell Swing
(Russian), Burpee, Jump Rope (doubles if
appropriate), Running (barefoot to
demonstrate ball of foot strike)
RPE Exposure 6/10
Workout 4 Rounds:
200 meter run, 5 burpees, 10 Kettlebell
Swings (Russian), 30 seconds double under
practice
3
SESSION 3
Movement Assessments Shoulder Flexion, Shoulder Abduction
Skills Bracing, Pull-up Regressions, Rowing,
Deadlift, 1-arm High Pull, 1-arm Press, Push
Press
RPE Exposure 7/10
Workout 12 Minute AMRAP:
250 Meter Row (or 90 seconds whichever
comes first)
5 Deadlifts (done as singles)
5 Pull-ups
5 Shoulder Press Each arm
SESSION 4
Movement Assessments Repeat any movement assessments that the
client felt were misrepresentations of their
physiology
Skills Bracing, Front Rack Step-Up, Farmer Carry,
Turkish Getups, Pallof Press, Push Jerk
RPE Exposure 8/10
Workout 4 Rounds:
1 minute Jump Rope (doubles if appropriate)
60 meter 1-arm Farmer Carry each arm
3 Turkish Get-up each arm
4
SESSION 5
Movement Assessments None
Skills Anatomy of a warm-up, anatomy of a
cooldown, bracing, Push-up, Sit-up, Lunge
RPE Exposure 9/10
Workout 5 rounds
Assault Bike 20 seconds on (all out)
2 minutes 40 seconds off
SESSION 6 - Plus Olympic Lifting (if appropriate)
Movement Assessments None, refer to appropriate assessment when
relevant
Skills Hang Power Snatch, Hang Power Clean
RPE Exposure 6/10
Workout EMOM x 10
Minutes 0,2,4,6,8: 30 Seconds Jump Rope, 5
Hang Power Snatch
Minutes 1,3,5,7,9: 30 seconds Box Jump, 5
Hang Power clean
5
SESSION 7 - To be performed 60 days after on ramp is completed
Movement Assessments None, refer to appropriate assessment when
relevant
Skills Hang Squat Snatch, Hang Squat Clean
RPE Exposure 5/10
Workout None, volume accumulation during skill will
be enough.
*IF APPROPRIATE, progress to the full snatch
and the full clean. If not appropriate, advise
that this needs to be coached in session 8
and schedule session 8 for 30 days later.
SESSION 8 - To be performed 30 days after session 7
Movement Assessments None, refer to appropriate assessment when
relevant
Skills Full Snatch, Full Clean
RPE Exposure 5/10
Workout Full Snatch, Full Clean
OPTIONAL SESSIONS AS NEEDED PER CLIENT:
1-2 “Ghost” sessions where the coach accompanies the client to their first
group sessions, guiding them and modifying for them as necessary.
*For ease of use, when working with 10 or more sessions, subtract 4 PT
sessions from the total number needed to determine when the client moves
into group class. The 4 sessions you subtracted are their 2 ghost sessions + 2
future PT sessions.
