Know which athlete assessment leads are worth intro session time
Members tell you the sport, the goal behind the assessment, and whether they're currently free of injury, so you know who's ready for testing versus who needs clearance first, all before you staff an intro session.
The exact intake your athlete assessment leads complete
This is the real 7-question guided intake for Athlete Assessment — the same flow your customers finish before you ever pick up the phone.
What a qualified athlete assessment lead should tell you
A structured evaluation of an athlete's movement, fitness, and readiness for a specific sport or goal, used to plan training or clear someone to return to play.
- This Assessment
- Sport Or Activity This
- Main Goal This Assessment
- Many People Be Assessed
- Have Authority Schedule This
- Would Like Assessment Take
- Athlete Free Injuries That
The questions your team needs answered
Every athlete assessment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this assessment for? | Knowing whether the request is for an individual, a child, a team, or employees changes who needs to confirm scheduling authority before a session is booked. |
| What sport or activity is this assessment for? | Captures the detail in the client’s own words so you’re briefed before the first call. |
| What is the main goal of this assessment? | The stated goal carries the heaviest weighting in the catalog and separates performance-driven or team-selection assessments from lower-priority general baseline requests. |
| How many people need to be assessed? | Headcount determines whether this is a single-slot intro session or a larger team block that needs different staffing. |
| Do you have authority to schedule this assessment and share results with a provider? | This is one of the highest-weighted questions because a lead who can't actually schedule or receive results is the main way a staffed session ends up empty. |
| When would you like the assessment to take place? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is the athlete currently free of injuries that would limit physical testing? | An athlete with a current testing-limiting injury needs a different path than a standard readiness check, since the assessment itself may need to be postponed. |
How Cliont scores athlete assessment leads
Every answer is weighted automatically — no manual review required.
Value signals
- Improve performance
- Return-to-play readiness after injury
- Team selection or tryout preparation
- General fitness baseline
- Not sure
- Have Authority Schedule This: yes
See the lead your team receives
Athlete Assessment Lead - Team Tryout Prep
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 athlete assessment workflows
| Cliont capability | Athlete Assessment application |
|---|---|
| Weighted lead scoring | Assigns higher scores to performance, return-to-play, and team-selection goals so team-tryout and readiness requests surface above unclear or general-fitness inquiries. |
| Authority verification gate | Flags leads where the person completing the intake lacks authority to schedule or share results, prompting outreach to a parent or team manager before a slot is confirmed. |
| Group size branching | Captures whether the assessment covers one person, 2 to 10, or more than 10, letting you staff a single evaluation differently than a team block. |
| Injury status flag | Routes athletes who aren't currently free of testing-limiting injuries into a review step instead of a standard intro session booking. |
Common athlete assessment lead scenarios
Return-to-play readiness check
An athlete recovering from injury selects return-to-play readiness as the goal but answers no to being currently injury-free, which flags the lead for medical clearance before scheduling.
Team tryout preparation for a group
A coach books for a team or group with a tryout-prep goal, and the intake captures headcount from 2 to 10 or more so you can staff the right session length instead of a single slot.
Parent booking for a child athlete
A parent selects 'my child' and confirms they have authority to schedule and share results, which is the highest-weighted signal for whether the session will actually happen.
General baseline, goal not firm
A member picks general fitness baseline or 'not sure' as the goal, which scores lower than performance or team-selection assessments but still routes to your CRM for follow-up.
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 sports performance intake templates
Athlete Assessment lead-intake FAQs
How does the intake treat athletes who are currently injured?
The injury-free question is weighted, so a 'no' answer scores lower and can be flagged for staff review before an intro session is confirmed, since physical testing may not be appropriate yet.
What happens when someone books an assessment for a team instead of themselves?
The intake asks who the assessment is for and how many people need to be assessed, so a team or group booking captures headcount separately from a single-athlete request and can be routed differently.
Can a parent or coach complete the intake on behalf of the athlete?
Yes. The intake includes a direct question on who the assessment is for and whether the person filling it out has authority to schedule and share results, which is the strongest signal that the session won't fall through.
Why does scheduling authority matter so much for this subservice?
It's one of the two highest-weighted questions in the catalog, because a lead who can't actually confirm or receive results is the most common reason a staffed session goes unattended.
How is the stated goal used to prioritize leads in the CRM?
Performance improvement, return-to-play readiness, and team selection score higher than a general fitness baseline or an unclear goal, so your queue naturally surfaces the assessments most likely to convert into ongoing work.
Does this intake overlap with the Return-to-Sport Training subservice?
No. This intake qualifies the assessment itself, including whether return-to-play readiness is the stated goal, and a lead can still be referred into Return-to-Sport Training afterward based on the results.
Turn athlete assessment visitors into qualified appointments
Give every athlete assessment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you hold a chair.