Wellness Consultation Questionnaire Form Template
Assess your clients' health effectively with this comprehensive template
Struggling to gain a clear picture of your clients' health? This wellness consultation questionnaire template is designed for health practitioners like you, aiming to assess clients' physical and mental well-being. With this form, you can identify risk factors, understand lifestyle habits, and evaluate wellness needs, all while ensuring your process is streamlined and user-friendly. Easily customizable to fit your practice, it's an efficient way to gather essential information and enhance client care. Explore the template to start gathering insights today.
When to use this form
Use this form before a first session, during program onboarding, or when renewing a plan. It helps trainers, health coaches, nutritionists, and clinic staff gather history, habits, goals, and risks in one pass. With clear intake data, you can personalize recommendations, screen red flags, and set baselines to measure change. Pair it with the Weekly check-in form to track progress and adjust coaching. If you specialize in fat loss, add the Weight loss questionnaire form for deeper nutrition and behavior insights. Offering fitness services too? Combine this with the Personal training client intake form to streamline scheduling, waivers, and readiness in one workflow.
Must Ask Wellness Consultation Questionnaire Questions
- What are your top three wellness goals for the next 90 days?
Specific, time-bound goals clarify priorities and help you set realistic milestones. You can tailor your plan and measure wins that keep motivation high.
- Do you have any diagnosed conditions, current medications, or allergies we should know about?
Safety comes first: this informs contraindications, referral needs, and intensity limits. It also prevents plan conflicts with prescriptions or sensitivities.
- How would you describe your current activity level, sleep quality, and daily stress?
This establishes a baseline for energy, recovery, and capacity so you pace change appropriately. For fitness-focused clients, a Personal training evaluation form can add movement screens and strength benchmarks.
- What does a typical weekday and weekend look like for your meals, snacks, hydration, and alcohol?
Real patterns reveal gaps, triggers, and easy wins without guesswork. You can propose small, specific changes that fit the clients routine.
- How do you prefer to be supported and held accountable (check-ins, reminders, coaching style)?
Knowing the support style your client responds to improves follow-through and satisfaction. It guides your cadence, channel, and tone so adherence feels doable.
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