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Transformers Team - Coach Explore Form Template

Enhance Your Coaching Experience with the Right Tools

Are you struggling to understand your clients' fitness goals and commitment levels? This Coach Explore Form template is designed specifically for Optavia coaches who want to simplify interactions and track client progress effectively. With this form, you can gauge commitment to the program, clarify weight loss goals, and identify essential support systems. Collect insights effortlessly, enhance accountability, and foster meaningful connections with your clients, all while ensuring WCAG-aligned accessibility. Start using the template today to streamline your coaching practice.

Full name
Email address
Phone number
Time zone (e.g., PST, GMT+1)
Location (city, country)
Preferred contact method
Email
Phone call
Text/SMS
Video call
No preference
Which areas would you like to focus on?
Please Specify:
If you selected Other, please describe
What is your primary goal for coaching right now?
What challenges are you facing that you would like support with?
Desired timeframe to see noticeable progress
Less than 1 month
1-3 months
3-6 months
6-12 months
More than 12 months
Not sure
How will you know coaching has been successful for you?
How likely are you to set aside at least 1 hour per week for between-session actions?
Very unlikely
Unlikely
Neutral
Likely
Very likely
Preferred coaching format
One-to-one coaching
Group coaching
Either
Preferred session length
30 minutes
45 minutes
60 minutes
90 minutes
Not sure
Preferred session frequency
Weekly
Every two weeks
Monthly
As needed
Not sure
Coach qualities that matter most to you
If Other language, please specify
Do you have any accessibility or accommodation needs?
Language preference
English
Spanish
French
No preference
Other
Please Specify:
Typical availability (select all that apply)
Weekday mornings
Weekday afternoons
Weekday evenings
Saturday mornings
Saturday afternoons
Sunday
Flexible/varies
Earliest date you could start
Estimated monthly budget for coaching
Under $200
$200-$499
$500-$999
$1000-$1999
$2000 or more
Not sure
Who will fund the coaching?
Self-funded
Employer-sponsored
Shared
Not sure
Have you worked with a coach before?
Yes
No
If yes, what worked well for you?
If yes, what could have been better?
Your organization and role (if applicable)
Team size
Solo
2-5
6-10
11-25
26-50
51-200
201+
Not applicable
How did you hear about Free Transformers Team?
Referral
Social media
Search engine
Event or webinar
Podcast
Newsletter or blog
Returning client
Other
Please Specify:
I have clear goals I want to work on in coaching
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
I can commit time between sessions to complete agreed actions
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
My schedule and environment allow for consistent sessions
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
I am open to feedback and experimentation during coaching
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
May we contact you about coaching and store your information for this purpose?
Yes
No
Anything else you would like us to know?
Signature
Date
Preferred channels for next steps
Email
SMS/Text
Phone call
WhatsApp
No preference
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Paper art illustration depicting the Transformers Team Coach Explore Form Template concept for FormCreatorAI article

When to use this form

Use this form when you are interviewing or mentoring a new or aspiring coach for your team. It fits discovery calls, screening sessions, and planning a 30-60-90 day ramp. You will confirm experience, niche, availability, and client care standards so you can decide next steps with confidence. If a candidate mentions onboarding, ask how they would use tools like the Fitness client intake form. For accountability habits, look for familiarity with a Fitness weekly check-in form. You can also assess story and credibility by reviewing a profile similar to a Wellness and nutrition club bio form. The outcome: a clear yes/no, role fit, and concrete first steps.

Must Ask Transformers Team - Coach Explore Questions

  1. What is your top coaching goal for the next 90 days, and why now?

    This reveals motivation and urgency, which predict follow-through. It also shows how their goals align with your team priorities.

  2. Who is your ideal client, and what outcomes have you helped similar people achieve?

    This clarifies niche and proof of results so you can place them well. It reduces mismatch and improves client satisfaction from day one.

  3. Walk me through your client onboarding from first contact to the end of week two.

    This tests process thinking and readiness to deliver early wins. You will see if they set expectations, schedule touchpoints, and organize tools consistently.

  4. How will you track weekly progress and respond when a client misses a check-in?

    This shows their accountability system and how they manage risk of drop-off. Referencing a simple workflow, such as a Weekly check-in form, helps you gauge practicality.

  5. What safety screens, waivers, and referral steps do you use before clients start activity?

    This confirms risk management and ethical boundaries. Look for use of a waiver or questionnaire like the Iron tribe memphis physical activity questionnaire/waiver form and a clear referral policy.

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