Online training intake that asks what your coaching team needs to know
Ask about fitness goal, home equipment access, and video-call reliability before you block time for an intro session, then collect a quick setup photo so you know what gear a new member actually has.
The exact intake your online personal training leads complete
This is the real 5-question guided intake for Online Personal Training — the same flow your customers finish before you ever pick up the phone.
What a qualified online personal training lead should tell you
Remote one-on-one coaching delivered entirely through video calls and app check-ins, qualified by the client's fitness goal, equipment access, and ability to reliably show up on camera rather than in a gym.
- This Training
- Main Fitness Goal
- Have Equipment Available Workouts
- Reliably Use Video Calls
- Soon Would Like Start
The questions your team needs answered
Every online personal training intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this training for? | Knowing whether the request is for the client themselves, a child, a group, or employees changes which program and pricing structure actually fits. |
| What is the main fitness goal? | Weight loss, muscle gain, and sport performance carry higher weight than post-injury movement support, since the latter usually needs more caution before booking straight into a session. |
| Do you have equipment available for workouts at home or elsewhere? | Segments the lead so you can route, price, and prioritize it correctly. |
| Can you reliably use video calls or apps for remote coaching sessions? | A 'no' on reliable video calls is a strong signal that the remote coaching format may not work without changes, well before a trainer sets aside session time. |
| How soon would you like to start training? | The gap between 'Immediately' and 'Just exploring options' is the clearest indicator of how soon a lead is actually ready to book, separating real intent from window shoppers. |
How Cliont scores online personal training leads
Every answer is weighted automatically — no manual review required.
Value signals
- Weight loss
- Muscle gain
- General fitness
- Sport performance
- Post-injury movement support
- Not sure
Urgency signals
- Immediately
See the lead your team receives
Online Personal Training Lead
From first click to qualified lead
Follow clients and members through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the appointment
Smart questions adapt to their appointment and capture the full scope.
They add reference photos
Inspiration and reference photos come attached, so you prep the right look.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for online personal training workflows
| Cliont capability | Online Personal Training application |
|---|---|
| Branching questions | Routes leads differently based on who the training is for — self, child, group, or employees — before a trainer ever sees the inquiry. |
| Automatic lead scoring | Combines fitness goal weight, video-call reliability, and start timeline so a ready-now weight-loss client outranks a browsing 'not sure' inquiry. |
| Required uploads | Collects a photo of the client's home or gym setup so a trainer can build the right online program before the intro session. |
| CRM routing | Sends only leads with confirmed video-call reliability and a real timeline straight to your CRM, keeping unresolved equipment questions in a follow-up queue. |
Common online personal training lead scenarios
Ready-to-start solo client
Goal is weight loss or muscle gain, they confirm full gym access and reliable video calls, and they want to start immediately — the intake scores this straight to your CRM as a strong booking.
Just browsing, unsure equipment
Goal is marked 'Not sure,' equipment access is 'Not sure,' and the timeline is 'Just exploring options' — the same fields flag this as a lower-urgency lead worth a nurture follow-up rather than an immediate session slot.
Parent inquiring for a child
The 'who is this training for' answer comes back as 'My child,' which changes who you're actually qualifying and may be a better fit routed toward a youth-focused program instead of standard online coaching.
No equipment, shaky video setup
Equipment access is 'No equipment' and the client answers 'No' to reliably using video calls — a real signal the remote-only format may not work without adjustments before you commit a coaching slot.
Team or employee wellness request
The lead selects 'A group or team' or 'Employees' for who training is for, which points toward a different service arrangement than one-on-one online coaching and should be flagged before a trainer preps an individual plan.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book appointments
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More personal training intake templates
Online Personal Training lead-intake FAQs
Does the intake screen out people who can't reliably do video calls?
Yes — the video-call reliability question carries its own weight, so a 'no' answer is visible on the lead before you schedule a session that depends entirely on remote connectivity.
What happens if someone is inquiring for their child or a group instead of themselves?
The intake captures who the training is actually for, so requests for a child, a group, or employees are visible immediately and can be routed differently than a standard individual online client.
Does equipment access affect how a lead is scored?
Equipment access is captured to prep the right workout plan, but it isn't itself a scoring weight — a client with no equipment can still be a strong lead if their goal and timeline show real intent.
Can the intake tell the difference between someone ready now and someone just browsing?
Yes — the start-timeline question weights 'Immediately' highest and 'Just exploring options' lowest, so those two leads land in your CRM with clearly different priority.
Does the fitness goal change how a lead gets prioritized?
Most goals like weight loss, muscle gain, and sport performance carry similar weight, while post-injury movement support is weighted lower since it typically needs more caution before booking a full session.
Turn online personal training visitors into qualified appointments
Give every online personal training visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you hold a chair.