Client Intake Form

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Wellness AF Club — Coaching

Client Intake Form

Fill this out honestly. The more I know about where you are starting from, the better I can design a program to help you reach your goals.

Got it — you're in.

I'll review your intake and be in touch within 48 hours to talk next steps.

Section 1

Personal info

Section 2

Goals & motivation

Section 3

Mindset & Self-Belief

Read each statement and select how much you agree or disagree. There are no right or wrong answers — honest responses give me the most useful picture of where you're starting from.

1 — Strongly Disagree 2 — Disagree 3 — Neutral 4 — Agree 5 — Strongly Agree
1. I will be able to achieve most of the goals that I have set for myself.
2. When facing difficult tasks, I am certain that I will accomplish them.
3. In general, I think that I can obtain outcomes that are important to me.
4. I believe I can succeed at most any endeavor to which I set my mind.
5. I will be able to successfully overcome many challenges.
6. I am confident that I can perform effectively on many different tasks.
7. Compared to other people, I can do most tasks very well.
8. Even when things are tough, I can perform quite well.

Good stopping point

The next three sections go deeper — lifestyle habits, fitness background, and a health readiness questionnaire. If you need a break, save your progress and pick up where you left off.

Section 4

Health-Promoting Lifestyle Profile

This questionnaire contains statements about your present way of life or personal habits. Please respond to each item as accurately as possible, and try not to skip any item. Indicate the frequency with which you engage in each behavior.

Never — this is not part of my life Sometimes — occasionally Often — regularly Routinely — consistently, part of my routine
1. Discuss my problems and concerns with people close to me.
2. Choose a diet low in fat, saturated fat, and cholesterol.
3. Report any unusual signs or symptoms to a physician or other health professional.
4. Follow a planned exercise program.
5. Get enough sleep.
6. Feel I am growing and changing in positive ways.
7. Praise other people easily for their achievements.
8. Limit use of sugars and food containing sugar (sweets).
9. Read or watch TV programs about improving health.
10. Exercise vigorously for 20 or more minutes at least three times a week (such as brisk walking, bicycling, aerobic dancing, using a stair climber).
11. Take some time for relaxation each day.
12. Believe that my life has purpose.
13. Maintain meaningful and fulfilling relationships with others.
14. Eat 6–11 servings of bread, cereal, rice and pasta each day.
15. Question health professionals in order to understand their instructions.
16. Take part in light to moderate physical activity (such as sustained walking 30–40 minutes 5 or more times a week).
17. Accept those things in my life which I cannot change.
18. Look forward to the future.
19. Spend time with close friends.
20. Eat 2–4 servings of fruit each day.
21. Get a second opinion when I question my health care provider's advice.
22. Take part in leisure-time (recreational) physical activities (such as swimming, dancing, bicycling).
23. Concentrate on pleasant thoughts at bedtime.
24. Feel content and at peace with myself.
25. Find it easy to show concern, love and warmth to others.
26. Eat 3–5 servings of vegetables each day.
27. Discuss my health concerns with health professionals.
28. Do stretching exercises at least 3 times per week.
29. Use specific methods to control my stress.
30. Work toward long-term goals in my life.
31. Touch and am touched by people I care about.
32. Eat 2–3 servings of milk, yogurt or cheese each day.
33. Inspect my body at least monthly for physical changes/danger signs.
34. Get exercise during usual daily activities (such as walking during lunch, using stairs instead of elevators, parking car away from destination and walking).
35. Balance time between work and play.
36. Find each day interesting and challenging.
37. Find ways to meet my needs for intimacy.
38. Eat only 2–3 servings from the meat, poultry, fish, dried beans, eggs, and nuts group each day.
39. Ask for information from health professionals about how to take good care of myself.
40. Check my pulse rate when exercising.
41. Practice relaxation or meditation for 15–20 minutes daily.
42. Am aware of what is important to me in life.
43. Get support from a network of caring people.
44. Read labels to identify nutrients, fats, and sodium content in packaged food.
45. Attend educational programs on personal health care.
46. Reach my target heart rate when exercising.
47. Pace myself to prevent tiredness.
48. Feel connected with some force greater than myself.
49. Settle conflicts with others through discussion and compromise.
50. Eat breakfast.
51. Seek guidance or counseling when necessary.
52. Expose myself to new experiences and challenges.
Section 5

Fitness background





Section 6

Diet & lifestyle


Section 7

Physical Activity Readiness Questionnaire (PAR-Q+)

The health benefits of regular physical activity are clear; more people should engage in physical activity every day of the week. Participating in physical activity is very safe for MOST people. This questionnaire will tell you whether it is necessary for you to seek further advice from your doctor OR a qualified exercise professional before becoming more physically active.

General health questions — please answer each one honestly
1. Has your doctor ever said that you have a heart condition OR high blood pressure?
2. Do you feel pain in your chest at rest, during your daily activities of living, OR when you do physical activity?
3. Do you lose balance because of dizziness OR have you lost consciousness in the last 12 months? Please answer NO if your dizziness was associated with over-breathing (including during vigorous exercise).
4. Have you ever been diagnosed with another chronic medical condition (other than heart disease or high blood pressure)?
5. Are you currently taking prescribed medications for a chronic medical condition?
6. Do you currently have (or have had within the past 12 months) a bone, joint, or soft tissue (muscle, ligament, or tendon) problem that could be made worse by becoming more physically active? Please answer NO if you had a problem in the past, but it does not limit your current ability to be physically active.
7. Has your doctor ever said that you should only do medically supervised physical activity?

Follow-up questions required. You answered YES to one or more questions above. Check each condition that applies to you and answer the follow-up questions. These help me program safely for you.

1a. Do you have difficulty controlling your condition with medications or other physician-prescribed therapies? (Answer NO if you are not currently taking medications or other treatments)
1b. Do you have joint problems causing pain, a recent fracture or fracture caused by osteoporosis or cancer, displaced vertebra (e.g., spondylolisthesis), and/or spondylolysis/pars defect?
1c. Have you had steroid injections or taken steroid tablets regularly for more than 3 months?
2a. Does your cancer diagnosis include any of the following types: lung/bronchogenic, multiple myeloma (cancer of plasma cells), head, and/or neck?
2b. Are you currently receiving cancer therapy (such as chemotherapy or radiotherapy)?
3a. Do you have difficulty controlling your condition with medications or other physician-prescribed therapies? (Answer NO if you are not currently taking medications or other treatments)
3b. Do you have an irregular heart beat that requires medical management? (e.g., atrial fibrillation, premature ventricular contraction)
3c. Do you have chronic heart failure?
3d. Do you have diagnosed coronary artery (cardiovascular) disease and have not participated in regular physical activity in the last 2 months?
4a. Do you have difficulty controlling your condition with medications or other physician-prescribed therapies? (Answer NO if you are not currently taking medications or other treatments)
4b. Do you have a resting blood pressure equal to or greater than 160/90 mmHg with or without medication? (Answer YES if you do not know your resting blood pressure)
5a. Do you often have difficulty controlling your blood sugar levels with foods, medications, or other physician-prescribed therapies?
5b. Do you often suffer from signs and symptoms of low blood sugar (hypoglycemia) following exercise and/or during activities of daily living? Signs may include shakiness, nervousness, unusual irritability, abnormal sweating, dizziness or light-headedness, mental confusion, difficulty speaking, weakness, or sleepiness.
5c. Do you have any signs or symptoms of diabetes complications such as heart or vascular disease and/or complications affecting your eyes, kidneys, OR the sensation in your toes and feet?
5d. Do you have other metabolic conditions (such as current pregnancy-related diabetes, chronic kidney disease, or liver problems)?
5e. Are you planning to engage in what for you is unusually high (or vigorous) intensity exercise in the near future?
6a. Do you have difficulty controlling your condition with medications or other physician-prescribed therapies? (Answer NO if you are not currently taking medications or other treatments)
6b. Do you have Down Syndrome AND back problems affecting nerves or muscles?
7a. Do you have difficulty controlling your condition with medications or other physician-prescribed therapies? (Answer NO if you are not currently taking medications or other treatments)
7b. Has your doctor ever said your blood oxygen level is low at rest or during exercise and/or that you require supplemental oxygen therapy?
7c. If asthmatic, do you currently have symptoms of chest tightness, wheezing, laboured breathing, consistent cough (more than 2 days/week), or have you used your rescue medication more than twice in the last week?
7d. Has your doctor ever said you have high blood pressure in the blood vessels of your lungs?
8a. Do you have difficulty controlling your condition with medications or other physician-prescribed therapies? (Answer NO if you are not currently taking medications or other treatments)
8b. Do you commonly exhibit low resting blood pressure significant enough to cause dizziness, light-headedness, and/or fainting?
8c. Has your physician indicated that you exhibit sudden bouts of high blood pressure (known as Autonomic Dysreflexia)?
9a. Do you have difficulty controlling your condition with medications or other physician-prescribed therapies? (Answer NO if you are not currently taking medications or other treatments)
9b. Do you have any impairment in walking or mobility?
9c. Have you experienced a stroke or impairment in nerves or muscles in the past 6 months?
10a. Have you experienced a blackout, fainted, or lost consciousness as a result of a head injury within the last 12 months OR have you had a diagnosed concussion within the last 12 months?
10b. Do you have a medical condition that is not listed (such as epilepsy, neurological conditions, kidney problems)?
10c. Do you currently live with two or more medical conditions?
You are ready to become more physically active. All follow-up answers are NO. I'll design your program accordingly — start slowly and build up gradually.
Please seek further information before we begin. You answered YES to one or more follow-up questions. You should complete the ePARmed-X+ at eparmedx.com and/or consult a qualified exercise professional. I'll be in touch once you have clearance.
You are cleared for physical activity. You answered NO to all 7 questions. Please sign the declaration below.
Participant Declaration

I, the undersigned, have read, understood to my full satisfaction and completed this questionnaire. I acknowledge that this physical activity clearance is valid for a maximum of 12 months from the date it is completed and becomes invalid if my condition changes. I also acknowledge that the community/fitness center may retain a copy of this form for its records. In these instances, it will maintain the confidentiality of the same, complying with applicable law.

By submitting this form, you confirm the information above is accurate and agree it can be used to build your coaching program.

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Fat Loss Calculator

Wellness AF Club

Step 1 of 6

What is your biological sex?

Used to calculate your metabolic rate accurately.

How old are you?

Your metabolism shifts with age — this keeps your numbers accurate.

years old

How tall are you?

Used alongside your weight to estimate your baseline calorie burn.

What do you currently weigh?

No judgment here — this is just math.

pounds

What is your goal weight?

Your protein target is built around this number — keep it realistic.

pounds

How active are you day-to-day?

Be honest — overestimating is the #1 reason people stall.

Daily Calorie Target
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Protein
g
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Carbs
g
🥑
Fat
g
These are estimates. Adjust based on how your body responds over 2–3 weeks.

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Educational only. Not medical advice or diagnosis.