RRiseForIt

The Consult to Signed Client Workbook

By the end you'll have a short intake form ready to send, a prep routine for the day before, a one-page sheet of consultation questions, your refer-out rules, and a close you can say out loud that ends with the price.

Free workbook12 pagesabout 50 minutes

What you'll have at the end

An intake form in plain words that a client can finish in about ten minutes, with a consent line and privacy note
A message that sends the form and a prep sheet you fill in the day before every call
A one-page sheet of the 7 consultation questions, each with your follow-up
Your refer-out rules and a close script that says the price once

Inside

Build your intake form
Set up your prep for the day before
Write your consultation question sheet
Decide what each answer changes
Write your close
Your 7-day plan

Your nameStart date

By Jason O'Dell, founder of RiseForIt. Goes with the free guide Personal Trainer Consultation Questions and an Intake Form That Sign Clients.

riseforit.com/guides/personal-training-consultation-questions-intake-form/workbook/Page 1 of 12

RRiseForItThe Consult to Signed Client Workbook

Step 1 of 5 · Learn it

Build your intake form

If your form is long or sounds like a doctor's office, people quit halfway or bend the truth. Then you walk into the call guessing.

How to do it

Use the sections in the checklist below. If a question can wait for the call, cut it from the form.
Write every health question in plain words. Ask "Has a doctor ever told you your blood pressure is high?" not "Do you have hypertension?"
Swap judging words for neutral ones. Ask "What does a normal lunch look like?" not "Do you eat junk food?"
End with a short consent line and a privacy note. Ask your certifying body or insurer what you need to keep and for how long.
Fill it out yourself with a timer running. If it takes more than about ten minutes, cut more.

Example: Maya, an in-person trainer in a commercial gym

Availability: Which days and times can you really train? Circle morning, lunch or evening for each day.

Goal: In your own words, what do you want in the next 3 months? In the next year?

Health: Has a doctor ever told you your blood pressure is high?

Health: Have you ever had chest pain, felt dizzy or fainted during exercise?

Food: What does a normal lunch look like for you?

Privacy: Your answers stay in a password-protected folder. Only I see them.

Timer: 8 minutes. Under ten, so I kept it.

Your turn on the next page →

riseforit.com/guides/personal-training-consultation-questions-intake-form/workbook/Page 2 of 12

RRiseForItThe Consult to Signed Client Workbook

Step 1 of 5 · Your turn

Build your intake form

Sections on my form (check each one once it's written)

Name, contact details and time zoneDays and times they can really trainGoal in their own words, short term and long termPAR-Q style health screen: heart problems, chest pain, dizziness, joint or bone issues, medications, surgeries, pregnancy or a recent birthInjuries, past and presentExercise history, past trainers, what they liked or hatedTheir job and how much they sit or standSleep, stress, and what they eat on a normal day

Rewrite the hard questions in plain words

Topic	The doctor or judging way	My plain-word question

My consent line and privacy note (the last lines on the form)

Where the forms will live (password-protected folder) and what my insurer or certifying body says to keep, and for how long

Time it took me to fill it out, and what I cut

You're done when every section is written in plain words and you can fill out the whole form yourself in about ten minutes.

riseforit.com/guides/personal-training-consultation-questions-intake-form/workbook/Page 3 of 12

RRiseForItThe Consult to Signed Client Workbook

Step 2 of 5 · Learn it

Set up your prep for the day before

A form you skim in the parking lot is a form you didn't need. Prep beats polish: the work you do before the call matters more than how smooth you sound on it.

How to do it

Send the form a day or two before the call as a link or email. Don't pass health forms around by text.
Read every answer the day before the call.
Mark anything that worries you, health answers first.
Write down two questions the form raised.
Cross off any call question the form already answered. If it says they sleep six hours, don't ask how they sleep. Ask what happens on the nights it's worse.

Example: Maya's prep for a sample lead, Dana

Form says: sleeps 6 hours, desk job, knee is "a little off", quit a gym plan twice.

Worry: the knee. I'll ask when it hurts and if anyone has looked at it.

Won't ask: how do you sleep. Will ask: what happens on the nights it's worse?

Question 1: What week did the last two plans fall apart?

Question 2: Who at home knows you're starting this?

Routine: send the form when they book, read it the night before at 8pm.

Your turn on the next page →

riseforit.com/guides/personal-training-consultation-questions-intake-form/workbook/Page 4 of 12

RRiseForItThe Consult to Signed Client Workbook

Step 2 of 5 · Your turn

Set up your prep for the day before

The message that sends my form

Hi , looking forward to our call on at . Before then, please fill out this short form: . It takes about minutes. It covers the facts so our call can be about you and . Your answers stay private. See you .

Prep sheet for my next consult

What the form says	Does it worry me? Why	Question it raised

My two questions for this call

My routine: when I send the form and when I read it

You're done when your send message is saved as a template and you've picked the time you'll read every form before a call.

riseforit.com/guides/personal-training-consultation-questions-intake-form/workbook/Page 5 of 12

RRiseForItThe Consult to Signed Client Workbook

Step 3 of 5 · Learn it

Write your consultation question sheet

Without set questions you either talk too much or settle for vague answers like "I want to tone up." Let them do most of the talking and save yours for the end.

How to do it

Write the seven questions in the table below on one sheet you keep in front of you on the call.
Next to each one, write the follow-up you'll use when the answer is vague.
Write their answers down in their own words. You'll say them back when you close.
On the 12-week question, keep asking until you can picture it.
Plan on about 30 to 45 minutes: most of it on these questions, the last few minutes on the plan and the price.

Example: Maya's question sheet

Why now? If "I just felt like it": What happened this month that made it feel important?

What would be different in 12 weeks? If "tone up": What would you see in the mirror? What would you wear or do that you don't now?

What have you tried, what made you stop? Then: What week did it usually fall apart?

Walk me through a normal Tuesday, waking up to bed. I check it against the sleep answer on the form.

Has a doctor told you to avoid anything, or does anything hurt? If "my knee is a little off": When does it hurt, and has anyone looked at it?

Who at home is on board, and what would make you quit? I write the answer down.

How ready are you to start this week, 1 to 10? If 6: Why not a 3?

Your turn on the next page →

riseforit.com/guides/personal-training-consultation-questions-intake-form/workbook/Page 6 of 12

RRiseForItThe Consult to Signed Client Workbook

Step 3 of 5 · Your turn

Write your consultation question sheet

My question sheet

Question I ask	My follow-up if it's vague	Their words (fill in on the call)

What I'll say if they dodge a question

I ask so I don't hurt you or waste your money, . Skip it if you'd like.

Before I start the call

Form read and markedMy two questions writtenQuestion sheet printedPen ready to write their exact wordsPlan and price ready for the last few minutes

You're done when all seven questions have a follow-up and the whole sheet fits on one page.

riseforit.com/guides/personal-training-consultation-questions-intake-form/workbook/Page 7 of 12

RRiseForItThe Consult to Signed Client Workbook

Step 4 of 5 · Learn it

Decide what each answer changes

Every answer should change the program, or it wasn't worth asking. Some answers mean you stop and get a doctor's okay before you train them.

How to do it

List the answers you hear most and write what each one changes in the program.
Write one sentence for each that tells the client what changed and why. That's how they know you listened.
Learn the red flags below. If you hear one, get a doctor's okay in writing before you train them.
Check the kinds of clients you train and add their extra lines to your form.

Example: Maya's answer rules

Desk job: more work for hips and upper back. I say: "You sit all day, so we'll start with your hips and upper back."

Sleeps 6 hours: fewer hard sessions and more walking at first.

Quit twice around week 3: a check-in planned for week 3.

Says blood pressure isn't under control: doctor's okay in writing first.

Online client: lists equipment and sends a short squat video before we start.

Your turn on the next page →

riseforit.com/guides/personal-training-consultation-questions-intake-form/workbook/Page 8 of 12

RRiseForItThe Consult to Signed Client Workbook

Step 4 of 5 · Your turn

Decide what each answer changes

My answer rules

If they tell me	I change in the plan	What I'll say so they know I listened

Stop and get a doctor's okay in writing if they mention

Chest painFainting or dizziness during exerciseBlood pressure they say isn't under controlA recent surgeryPregnancy or a recent birth

My refer-out rule in one sentence

Asking for a doctor's okay

, thanks for telling me about . Before we train, I need a written okay from your doctor. That's not me saying no. It's me making sure I don't hurt you. Once you have it, we start on .

Client types I train (check them, then add their lines to my form)

Beginner: plan simple early winsOlder adult: ask about balance and fallsBack from injury: ask what their physical therapist saidTeen: parent's signature on the formAthlete: their season calendarOnline: time zone, equipment, how they want to check in, a short squat or push-up video

You're done when your top answers each have a plan change and a sentence to say, and you can name the five red flags without looking.

riseforit.com/guides/personal-training-consultation-questions-intake-form/workbook/Page 9 of 12

RRiseForItThe Consult to Signed Client Workbook

Step 5 of 5 · Learn it

Write your close

My first sale, Miss Gertrude, took about two hours of me talking, giving her the moon. Two hours of you talking is not a consultation, so close with their pain, their finish line, and one clear question.

How to do it

Pull their pain and their finish line from your question sheet, in their words.
Fill in the close below. Sell the vacation, not the flight: no sets and reps.
Say the price once, then stop talking.
If they pause, ask: "What part are you unsure about?"
If money comes up, don't cut your price. Add value instead, like an extra weekly check-in.

Example: Maya closing with Dana

So the real problem is your knee aches and you're wiped out by 3pm at your desk, right?

And if we fixed it, you'd finally go on hikes with your kids without stopping?

Do you want help getting there?

Here's the plan: two sessions a week plus a walking plan. It's $320 a month. Does that work for you?

(Stops talking.)

If money comes up: The price stays the same, and I'll add a weekly check-in call.

Your turn on the next page →

riseforit.com/guides/personal-training-consultation-questions-intake-form/workbook/Page 10 of 12

RRiseForItThe Consult to Signed Client Workbook

Step 5 of 5 · Your turn

Write your close

My close

So the real problem is , right? And if we fixed it, you'd finally ? Do you want help getting there? Here's the plan: . It's . Does that work for you?

My price, said in one sentence

What I'll add instead of cutting my price

You're done when you can say your close out loud, start to finish, and stop talking right after the price.

riseforit.com/guides/personal-training-consultation-questions-intake-form/workbook/Page 11 of 12

RRiseForItThe Consult to Signed Client Workbook

The plan

Your next 7 days

One small step a day, so your next consult runs on this system.

Your answers, in one place

Consent and privacy note

Prep routine

Refer-out rule

Price in one line

One small job a day

Day	Do this	Done	Notes
Day 1	Type your form sections and plain-word questions into Google Forms or a document, then fill it out yourself with a timer.
Day 2	Add your consent line and privacy note, save the form as a PDF, and set up a password-protected folder. Ask your insurer or certifying body what to keep and for how long.
Day 3	Save your send-form message as a template and write your prep routine on your calendar.
Day 4	Print your one-page question sheet and practice the normal Tuesday question on a friend.
Day 5	Write your refer-out rule and the five red flags on a card you keep with your question sheet.
Day 6	Say your close out loud three times. Say the price once, then stop.
Day 7	Run a full 30 to 45 minute consult, real or practice, with the form read the day before.

riseforit.com/guides/personal-training-consultation-questions-intake-form/workbook/Page 12 of 12

Where should we send it?

The Consult to Signed Client Workbook

Build your intake form

Build your intake form

Set up your prep for the day before

Set up your prep for the day before

Write your consultation question sheet

Write your consultation question sheet

Decide what each answer changes

Decide what each answer changes

Write your close

Write your close

Your next 7 days

Get the next workbook