On-Site Fitness Classes
for Corporate Wellness Programs -
Client Intake Form

Important Note:

This analysis provides strategic insights to help you get the most from your form's submission data for powerful follow-up actions and better outcomes.

AI-Generated Content: This template and its accompanying guidance are AI-generated to provide a practical starting point for your form-building needs. Please review and customise the content to ensure it is accurate, appropriate and suitable for your intended use.

This guide is provided for general informational and planning purposes only. It does not constitute professional, legal, financial, medical, employment, privacy, regulatory, or advice of any other kind, nor does it certify that this template is suitable or compliant for any particular jurisdiction or purpose.

Laws, regulations, industry practices and business requirements vary. You are responsible for reviewing and customising the template to suit your intended use and obtaining advice from appropriately qualified professionals where necessary.

Please delete this section before publishing your form. See our Terms of Service for further information.

Important Notes:

• This form can be customized to reflect your specific program offerings and company branding.
• Consider providing a digital version of the form for easy submission.
• The "Program Suitability Questions" are meant to guide your consultation and help you provide personalized recommendations.
• Ensure that all fitness instructors are properly certified and insured.
• Always be sure to collect waivers from participating employees.

By using this detailed intake form, you'll be well-equipped to understand your clients' needs and create a successful on-site fitness program.

Let's break down the client intake form and delve into the detailed insights it provides, section by section:

1. Company Information:

Purpose: This section establishes the basic identity of the client. It's crucial for contact, record-keeping, and understanding the client's industry context.

Insights:

• Industry: Knowing the industry helps understand potential workplace stressors and physical demands, allowing for tailored program recommendations.
• Number of Employees: This gives a sense of scale and informs logistical planning (class sizes, scheduling, etc.).
• Contact Information: Accurate contact details are essential for communication and follow-up.

2. Program Goals & Objectives:

Purpose: This is the core of the form. It reveals the client's motivations and desired outcomes, guiding program design and evaluation.

Insights:

Primary Goals:

• Understanding the client's priorities (e.g., morale vs. productivity) helps align program efforts.
• Identifying specific goals (e.g., reducing absenteeism) allows for measurable success tracking.

Metrics/Outcomes:

• This highlights the client's expectations and enables data-driven evaluation of the program's effectiveness.
• It promotes accountability and demonstrates the program's value.

Timeframe and Budget:

• These parameters define the feasibility and scope of the program, ensuring realistic expectations.
• Budget information allows the fitness provider to offer program options that are within the clients financial parameters.

Frequency and Duration:

• These questions allow the fitness provider to understand the clients expectations of class structure.

3. Employee Demographics & Preferences:

Purpose: This section focuses on the target audience – the employees. It gathers information to ensure program relevance and accessibility.

Insights:

Age Range and Gender Distribution:

• These factors influence class content, intensity, and communication style.
• They help ensure inclusivity and cater to diverse needs.

Fitness Level and Health Concerns:

• This information is vital for safety and program effectiveness.
• It allows for modifications and accommodations to prevent injuries and promote participation.

Preferred Times and Class Types:

• This ensures optimal participation rates and employee satisfaction.
• It helps identify popular fitness trends and tailor the program to employee interests.

Rating scale for class types:

• This portion of the form gives the fitness provider a clear view of what classes would be most popular with the employees.

4. Facility & Equipment:

Purpose: This section assesses the physical environment and resources available for the program.

Insights:

Available Space and Equipment:

• This determines the feasibility of different class formats and equipment requirements.
• It helps identify potential limitations and plan accordingly.

Amenities and Restrictions:

• These factors influence participant comfort and program logistics.
• Noise restrictions for example, may rule out some high intensity programs.

5. Additional Information:

Purpose: This section gathers supplementary information and provides an opportunity for open-ended communication.

Insights:

Existing Wellness Initiatives:

• Understanding existing programs allows for integration and synergy.
• It prevents duplication of efforts and enhances overall wellness strategies.

How They Heard About You:

• This is valuable marketing data.

Open-Ended Questions:

• These questions allow the client to express any unique needs or concerns.

6. Program Suitability Questions (Consultation Focus):

Purpose: This section guides the consultation process and ensures a personalized approach.

Insights:

Accessibility and Engagement:

• This ensures the program is inclusive and appealing to a wide range of employees.

Tailoring and Accommodation:

• This demonstrates a commitment to meeting individual needs and promoting safety.

Practical Considerations:

• This ensures the program is feasible within the client's physical environment.

Integration and Alignment:

• This reinforces the program's connection to the client's overall wellness goals.

Inclusivity:

• This makes sure that the fitness provider is aware of the importance of making sure that all employees feel welcome to join in the fitness classes.

Overall Insights:

• The form provides a holistic view of the client's needs, preferences, and resources.
• It facilitates a data-driven approach to program design and evaluation.
• It promotes clear communication and builds a strong client-provider relationship.
• It allows the fitness provider to create a bespoke program that will be of maximum benifit to the client and the clients employees.
• The form allows for the fitness provider to display a professional attitude, and to show the client that they are serious about providing a professional service.