Doing your client’s intake form is a great way to get to know your client, but is also important for building safety and trust.
As a back up for your professional email we suggest creating a gmail account for your business. Using your gmail account use the service google forms to create an interactive form sheet that you can either send the link to your clients to fill out on their own, or fill in yourself during your intake interview for paperless intake.
Below are the suggested questions for your intake form. Of course you can add or leave out what you think is best for your business. Copy and paste these questions into the google form under your google account so you receive the answers.
During your onboarding session we will guide you how to embed the form into your website making it look polished and professional. Create the google form on your own to speed up your onboarding process.
First Name, Last Name and the Name you like to be called:
What is your email?
Address:
Phone Number:
What is your current exercise routine?
Do you have any health conditions of which the (Name of your Business) team should be aware?
What are your goals with (Name of your Business)?
Name and number of an emergency contact:
I agree to pay for appointments cancelled with less than 24 hours.
Find images that represent your business to replace the stock images we included in the website.
We will guide you to set up a mailchimp account and connect it via form to your homepage. Building a mailing list is an important part of building your community. To speed up the process, set up your mailchimp account before your first onboarding session.
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