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

Please remove this form template insight section before publishing.

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.