Pre-Assessment

Pre-Assessment Conversation

Hi there! I’m so glad you’re here. Before we get started, I’d love to get to know a bit about you, your goals, and how we can best support your fitness journey. Please complete what you can below.

About You

What is your name and how do you prefer to be addressed?

How can I reach you best? (Email / Text / Phone) Please include your preferred contact info:

Your Movement Story

What inspired you to reach out right now? (Is there a goal, challenge, or transition motivating you?)

How active are you currently?

Just getting started

I work out 1–2 days/week

3–5 days/week and want more structure

Very active but want balance or recovery focus

What activities do you enjoy most? (e.g., yoga, walking, pickleball, strength training, dancing, swimming, hiking)

Your Body & Energy

Do you have any areas of soreness, tightness, or previous injuries I should know about?

How is your energy level on a typical day?

High – I’m ready to go!

Medium – depends on sleep and stress

Low – hoping to regain my spark

Do you track your heart rate or wear a fitness watch? If yes, please share your average or resting heart rate if known: __________ bpm

Recovery, Rest & Lifestyle

How would you describe your sleep quality and recovery habits? (Good sleep, hydration, rest days, etc.)

What do you do to de-stress or recharge? (e.g., yoga, music, walks, quiet time, massage, time outdoors)

Goals & Vision

What would “success” look like for you 8–12 weeks from now? (Feel stronger? Move without pain? Improve posture? Gain consistency?)

What’s one area of your fitness or wellness you’d love more guidance on? (Strength, flexibility, recovery, accountability, nutrition, etc.)

Anything Else You’d Like to Share?

Special notes, limitations, or preferences for sessions — in person, virtual, etc.