Know which mobility and flexibility leads are worth intro session time
Ask each member why they're seeking mobility work, how soon they want to start, and whether they've practiced yoga or Pilates before — then collect a short movement video so your instructors can prep before the first intro session.
The exact intake your mobility and flexibility leads complete
This is the real 6-question guided intake for Mobility and Flexibility — the same flow your customers finish before you ever pick up the phone.
What a qualified mobility and flexibility lead should tell you
Guided yoga or Pilates work focused on improving joint range of motion and reducing stiffness, sought for general wellness, athletic performance, or recovery after an injury.
- This Mobility And Flexibility
- Main Reason Seeking Mobility
- Done Yoga Or Pilates
- Soon Would Like Start
- Format Prefer Sessions
- Person Who Will Make
The questions your team needs answered
Every mobility and flexibility intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this mobility and flexibility program for? | Identifying whether the program is for an individual, athlete, team, or employer group determines which pipeline and pricing conversation the lead should enter. |
| What is the main reason for seeking mobility and flexibility work? | Sports performance, injury recovery, and chronic stiffness carry higher weight than general wellness, signaling a lead with a more specific, motivated need. |
| Have you done yoga or Pilates before? | Knowing whether they've done yoga or Pilates before helps staff plan the intro session for a beginner versus someone who can go straight into targeted mobility work. |
| How soon would you like to start sessions? | A this-week start carries the highest weight and should trigger faster outreach than a lead who's just exploring options. |
| What format do you prefer for sessions? | The preferred session format tells staff how to schedule and staff the intro session, whether that's one-on-one, small group, or virtual. |
| Are you the person who will make the final decision to book this program? | A no answer flags that someone else needs to approve booking, so the lead should go to a follow-up call instead of straight into a confirmed intro session. |
How Cliont scores mobility and flexibility leads
Every answer is weighted automatically — no manual review required.
Value signals
- General wellness and stretching
- Sports performance improvement
- Recovering from a past injury
- Chronic stiffness or limited range of motion
- This week
- This month
Disqualifiers
- Not sure yet
See the lead your team receives
Mobility and Flexibility 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 mobility and flexibility workflows
| Cliont capability | Mobility And Flexibility application |
|---|---|
| Lead scoring | Weights the stated reason for seeking mobility work — sports performance, injury recovery, and chronic stiffness score higher than a general wellness or undecided answer. |
| Routing rules | Sends individual, team, and employer/workplace group enquiries to different CRM pipelines based on who the program is for. |
| Decision-maker flag | Uses the final-decision-maker question to hold a lead for a follow-up call instead of auto-booking an intro session when someone other than the buyer is filling out the form. |
| Media capture | Collects a short movement or stretch video and any injury documentation upfront so instructors can prep the intro session instead of assessing range of motion cold. |
Common mobility and flexibility lead scenarios
Athlete rebuilding after injury
Selects recovering from a past injury as the reason and wants to start this week — a high-value, time-sensitive lead that should reach the CRM ahead of general wellness inquiries.
Workplace group program request
Picks employer or workplace group under who the program is for, which signals a different pricing and scheduling conversation than a single member booking an intro session.
Curious but unsure timeline
Chooses chronic stiffness as the reason but marks just exploring options, so the intake flags a real need without the urgency of a same-week starter.
Parent inquiring for a teen
Selects child or teen as who the program is for, prompting the decision-maker question so staff know whether the parent or the teen confirms the booking.
First-timer seeking general wellness
Answers no to prior yoga or Pilates experience and picks general wellness and stretching, small group format — a straightforward lead that still needs an onboarding-aware intro session.
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 yoga and pilates intake templates
Mobility and Flexibility lead-intake FAQs
How does the intake separate a mobility client from someone who just wants Beginner Yoga?
The reason for seeking mobility and flexibility work — general wellness, sports performance, injury recovery, or chronic stiffness — tells you the lead is after targeted range-of-motion work, not a Beginner Yoga class, so you can route it to the right instructor.
What happens when a lead is booking for a team or workplace group instead of themselves?
The intake captures who the program is for, including team/group and employer/workplace options, so those enquiries can be flagged separately from individual member sign-ups before you schedule an intro session.
Does the intake tell me if the person filling it out can actually approve the booking?
Yes — it asks directly whether they're the final decision-maker, so an employer or parent completing the form on someone else's behalf is flagged before staff commit to an intro session slot.
How does the intake capture injury history without making a clinical judgment?
It records the stated reason (recovering from a past injury or chronic stiffness) and can collect a note or documentation upload, giving your instructor context without Cliont assessing the injury itself.
Can members tell me whether they want one-on-one, group, or virtual sessions?
Yes, the intake asks for their preferred format directly, so you can match the lead to the right instructor and session type before reaching out.
How is urgency reflected for mobility and flexibility enquiries?
The intake asks how soon they'd like to start, from this week to just exploring, so you can prioritize outreach to leads ready to book an intro session soon over those still researching.
Turn mobility and flexibility visitors into qualified appointments
Give every mobility and flexibility visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you hold a chair.