Weight management intake that asks what your trainers actually need to
Every intro session request captures the member's stated goal, weekly training frequency, and any physical limitations up front, along with doctor's clearance notes when it applies, so you know who's actually walking in.
The exact intake your weight management training leads complete
This is the real 7-question guided intake for Weight Management Training — the same flow your customers finish before you ever pick up the phone.
What a qualified weight management training lead should tell you
One-on-one coaching where the primary objective is weight loss, weight maintenance, or body-composition change, requiring the intake to confirm the member's specific goal, medical clearance status, and any physical limitations before the trainer commits calendar time.
- Main Goal This Training
- This Training
- Have Doctor'S Clearance Begin
- Often Available Train Each
- Would Prefer Train
- Would Like Start Training
- Have Any Physical Limitations
The questions your team needs answered
Every weight management training intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your main goal for this training? | The stated goal (weight loss, maintenance, or body composition) determines whether the lead matches your program focus and how the score weights the enquiry. |
| Who is this training for? | Knowing whether the trainee or a third party is filling out the intake tells the trainer who to contact about scheduling and clearance. |
| Do you have a doctor's clearance to begin an exercise program, if one applies to you? | A missing doctor's clearance lowers the score and flags a health check-in step before the trainer commits a session slot. |
| How often are you available to train each week? | Weekly availability signals how much of a commitment the member is ready to make, helping trainers judge fit against their own schedule. |
| Where would you prefer to train? | Segments the lead so you can route, price, and prioritize it correctly. |
| When would you like to start training? | Start timing separates leads ready to book immediately from those still comparing options, shaping how quickly the trainer should follow up. |
| Do you have any physical limitations the trainer should know about? | Free-text physical limitations give the trainer real context on injuries or conditions before the intro session rather than learning it on the spot. |
How Cliont scores weight management training leads
Every answer is weighted automatically — no manual review required.
Value signals
- Lose weight
- Maintain current weight
- Improve body composition
- General fitness with weight in mind
- Have Doctor'S Clearance Begin: yes
- 1-2 times
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Weight Management 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 weight management training workflows
| Cliont capability | Weight Management Training application |
|---|---|
| Free-text capture with trainer review | Physical limitations described in the member's own words are surfaced directly on the lead record so the trainer can review them before confirming the intro session. |
| Weighted scoring engine | Goal answers like 'Lose weight' or 'Improve body composition' carry higher weight than 'Maintain current weight,' so the lead score reflects which members match your program focus. |
| Conditional clearance logic | A 'no' response to the doctor's clearance question scores lower than a 'yes,' flagging leads that may need a health check-in before scheduling. |
| CRM routing with lead context | Qualified weight management leads arrive in your CRM with goal, availability, and clearance status attached, so no one staffs an intro session without knowing the member's baseline. |
| Availability-based prioritization | Frequency answers from 'Not sure yet' up to '5 or more times' help trainers sort which enquiries are worth same-week scheduling versus a later follow-up. |
Common weight management training lead scenarios
Ready to start immediately
Member selects a weight-loss goal, confirms doctor's clearance, and wants to begin right away with 3-4 sessions a week — the intake flags this as a strong intro-session candidate for immediate scheduling.
Medical clearance not yet obtained
The member answers no to the doctor's clearance question, which lowers the score against a cleared lead and signals the trainer should confirm health status before locking in a first session.
Just exploring, no urgency
Someone selects 'Just exploring options' for start timing with 'Not sure yet' for availability, giving the trainer a lower-urgency read so a session slot isn't reserved for a lead still deciding.
Booking for another adult
The intake shows the enquiry is being arranged by someone other than the trainee, which changes who the trainer should be corresponding with about scheduling and clearance before the intro session.
General goal, limited availability
A member picks 'General fitness with weight in mind' and can only train 1-2 times a week — still a scoreable lead, but one the trainer can program differently than a high-frequency weight-loss client.
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
Weight Management Training lead-intake FAQs
How does the intake handle a member who hasn't gotten doctor's clearance?
The clearance question is a direct yes/no, so a 'no' answer scores lower than a 'yes' and surfaces clearly in the lead record, letting the trainer decide whether to require documentation before booking the intro session.
What happens when someone is enquiring on behalf of another adult?
The intake distinguishes self-enquiries from third-party bookings, so trainers know upfront who to communicate with about scheduling, clearance, and physical limitations rather than assuming it's the trainee filling out the form.
Can physical limitations be captured before the first session?
Yes, the free-text limitations field lets members describe injuries or conditions in their own words, giving the trainer context before the intro session instead of discovering it in person.
How does the intake treat someone who is just exploring versus ready to start?
Start-timing answers are weighted, so an 'immediately' response scores higher than 'just exploring options,' helping trainers prioritize follow-up without ignoring lower-urgency enquiries entirely.
Does the intake ask where the member wants to train?
Yes, location preference (gym, home, outdoors, online, or undecided) is captured for scheduling and logistics, separate from the goal and clearance questions that drive the lead's priority score.
Can I use a different intake for strength training or small group clients?
Yes, each subservice such as Strength Training or Small Group Training has its own qualification catalog, so a weight-loss-focused enquiry is scored differently than a strength or group-fitness enquiry.
Turn weight management training visitors into qualified appointments
Give every weight management training visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you hold a chair.