Answe

Template · Fitness

Personal trainer client intake form

Collect the brief, the files and the budget before the first call — one link, one chat, nothing to chase.

PPT Sanna · sample business
a personal trainer used to demonstrate the intake template

Try it, then make it yours

Tap through the flow exactly as a customer would. "Use this template" copies it into your own free account — every question, button and message stays editable.

This template's live widget is being set up. The flow is described below.

Or describe your business and Answe drafts a flow for you.

What this template is for

Someone wants to start training for a half marathon and needs a first consultation and to share their current routine. This intake flow asks the right things first: the client chooses what they need, answers a handful of questions and attaches a file, and you arrive at the first conversation already prepared.

You get the goal, the injuries, the schedule and the budget before the first call. Because it is a chat, you can ask the one follow-up you always need without a new form or a phone call, and the client gets an email copy.

Send it as a link after the first contact, put it on your website’s "work with us" page, or use it as the link in your bio.

What it asks

The first thing a customer sees: “Tell us about the project”

  1. Free consultation
    • Your name — text, required
    • Email — text, required
    • Phone number — text, required
    • Company or organisation — text
    • What are you hoping to achieve? — long text, required
    • Budget range — choice
    • Deadline or start date — date
    • Attach a file — file upload

    Shows a confirmation message

  2. 10-session package
    • Your name — text, required
    • Email — text, required
    • Phone number — text, required
    • Company or organisation — text
    • What are you hoping to achieve? — long text, required
    • Budget range — choice
    • Deadline or start date — date
    • Attach a file — file upload

    Shows a confirmation message

  3. Online coaching
    • Your name — text, required
    • Email — text, required
    • Phone number — text, required
    • Company or organisation — text
    • What are you hoping to achieve? — long text, required
    • Budget range — choice
    • Deadline or start date — date
    • Attach a file — file upload

    Shows a confirmation message

  4. Nutrition planning
    • Your name — text, required
    • Email — text, required
    • Phone number — text, required
    • Company or organisation — text
    • What are you hoping to achieve? — long text, required
    • Budget range — choice
    • Deadline or start date — date
    • Attach a file — file upload

    Shows a confirmation message

How to use it

  1. Tap "Use this template" — it copies into your free account.
  2. Adjust the services and the questions; remove what you do not need, add the one thing you always ask.
  3. Send the link to new clients or embed it on your site.
  4. Read each intake in your inbox, reply in the thread, and book the first call from there.

Questions

Can clients upload documents?

Yes. The file field accepts documents, images and PDFs from any device; they arrive with the answers in the chat.

Is the information private?

Only you and the people you invite to your account see the answers. The client sees their own conversation. See the privacy policy for the details.

Can I send it to someone directly?

Yes. Every flow has a share link you can paste in an email or a message; the answers land in the same inbox as everything else.

Does it replace my CRM?

It replaces the intake form and the back-and-forth. On paid plans each contact becomes a CRM entry with the conversation attached, and you can forward answers to other tools.

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Run it with Answe

Run client intake that asks the right questions first.See how creators & coaches use Answe

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