Know which small group training leads are worth an intro session
Ask how many people are actually training together, whether they share similar fitness levels, and who's authorized to book on the group's behalf — then collect a participant roster before you staff a session nobody attends.
The exact intake your small group training leads complete
This is the real 7-question guided intake for Small Group Training — the same flow your customers finish before you ever pick up the phone.
What a qualified small group training lead should tell you
Structured coaching sessions where a trainer runs shared programming for a defined group of participants — friends, teammates, or a workplace group — rather than one individual, qualified by group size, shared fitness level, and who is authorized to book the sessions.
- This Group Training
- Many People Will Regularly
- Group'S Main Fitness Goal
- Would Group Prefer Train
- All Group Members Have
- Authorized Arrange And Confirm
- Soon Would Group Like
The questions your team needs answered
Every small group training intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this group training for? | Knowing whether the group is friends/family, an athletic team, or a workplace group lets your coach prepare the right programming context before ever replying. |
| How many people will regularly participate in the group? | Group size is weighted so 2-4 and 5-8 person groups score highest, matching the participant count your intro session format can realistically staff. |
| What is the group's main fitness goal? | The stated goal tells you whether the group needs general programming or sport-specific expertise, so you don't book a session your team isn't set up to deliver. |
| Where would the group prefer to train? | Preferred training location determines whether you need to confirm facility access or equipment before the intro session is scheduled. |
| Do all group members have similar fitness levels and abilities? | A no answer signals the group needs tiered or modified programming rather than one shared workout, which changes how you prep for the first session. |
| Are you authorized to arrange and confirm sessions on behalf of the group? | This confirms the person filling out the form can actually approve and pay for the sessions, preventing you from staffing an intro session that never gets confirmed. |
| How soon would the group like to start training? | Start timeline tells you which group inquiries to prioritize for outreach and scheduling first. |
How Cliont scores small group training leads
Every answer is weighted automatically — no manual review required.
Value signals
- 2-4 people
- 5-8 people
- 9 or more people
- All Group Members Have: yes
- Authorized Arrange And Confirm: yes
See the lead your team receives
Small Group 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 small group training workflows
| Cliont capability | Small Group Training application |
|---|---|
| Weighted scoring engine | Automatically scores 2-4 and 5-8 person groups higher than 9+ person groups, reflecting the coaching ratio your intro sessions can actually support. |
| Conditional intake branching | Routes follow-up context differently depending on whether the group is friends/family, an athletic team, or a workplace group. |
| Authorization flag | Flags any lead where the submitter says they aren't authorized to arrange sessions, so your team confirms with the real decision-maker before staffing an intro session. |
| CRM routing | Sends only leads with a scored group size, fitness goal, and confirmed authorization straight to your CRM, instead of every raw inquiry. |
Common small group training lead scenarios
Friends group booking together
A group of 2-4 friends or family members with similar fitness levels submits one intake — the strongest group size and fitness-level match, and simple to staff for a single intro session.
Workplace wellness inquiry
An HR contact submits on behalf of 9+ employees with mixed fitness levels — the larger group size naturally scores lower, and the authorization question surfaces so you confirm HR can actually approve the block before scheduling.
Athletic team performance training
A coach inquires for a 5-8 person athletic team training for sport-specific performance — the intake captures the goal and preferred outdoor location so you can prep programming before the first session.
Mixed fitness levels in group
The group answers no to having similar fitness levels — the intake still qualifies group size and authorization, but signals your coach to plan tiered programming instead of one shared workout.
Unauthorized organizer inquiry
Someone submits the form for a friend group but isn't authorized to confirm sessions on the group's behalf — the intake flags this so you follow up with the actual decision-maker instead of staffing an intro session that never gets confirmed.
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
Small Group Training lead-intake FAQs
How does the intake handle groups with very different fitness levels?
The intake asks whether all group members share similar fitness levels and abilities. A no answer still lets the lead through but flags it so your coach can plan tiered or modified programming instead of a single shared workout.
What happens if the person submitting the form can't actually book for the group?
The intake directly asks whether the submitter is authorized to arrange and confirm sessions on the group's behalf. A no answer is flagged lower, so your team can loop in the real decision-maker before staffing an intro session that might get cancelled.
Can the intake tell the difference between a friend group and a workplace wellness program?
Yes — the first question asks whether the group is friends/family, an athletic team, an employer or workplace group, or other, so you know the context before you ever pick up the phone.
Does a larger group score higher than a smaller one?
No. Groups of 2-4 and 5-8 people score highest because your coach-to-participant ratio can support them, while groups of 9 or more score lower to reflect the added logistics of staffing a session that size.
What training locations does the intake ask groups to choose from?
It asks whether the group prefers a gym or fitness facility, an outdoor space or park, a private home or office, or isn't sure yet, so you can confirm access and equipment before the intro session.
How is this different from the one-on-one personal training intake?
The one-on-one personal training intake qualifies a single client's goals and schedule. This intake adds group-specific questions — participant count, fitness-level homogeneity, and booking authorization — because you're staffing for multiple people at once, not one.
Turn small group training visitors into qualified appointments
Give every small group training visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you hold a chair.