The New Client Kit is a 15 part series of example documents to help you manage your clients from day one. From the Welcome Letter, Physical Activity Readiness Questionnaire and Nutrition Log Book to an Online Training Informed Consent form and Request for Referrals.
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**Documents are in Microsoft Word format and only accessible on a desktop computer**

Client Welcome Letter
This welcome letter can be sent via email or postal mail as part of a detailed Welcome package.
Download ​

Payment Arrangement Form
This is a form detailing the agreement for a set payment schedule between client and PT.
Download ​

Physical Activity Readiness
This is an official statement from your client that states they believe they are fit to train with you.
Download ​

Coaching Success Guidelines
This document entails the guidelines governing your sessions with your clients.
Download

Coaching Agreement
This is an agreement verifying the expectations for both you and your client during your sessions.
Download ​

Intake Form
Collect all the relevant information to get a rudimentary picture of your client before the first meeting.
Download ​

Monthly Review Form
Your client can use this form to review his or her month at a glance and make changes as per the results.
Download ​

Client Goals Worksheet
What does your client hope to accomplish? This worksheet offers an accountability tool for you both.
Download ​

How Coaching Works
This document will help your client to understand your coaching style and expectations.
Download ​

Code of Ethics
Your promise to your client so she feels comfortable and confident in working with you.
Download ​

Online Training Informed Consent
Train clients online? You need an informed consent personal training form specific to your online clients.
Download ​

Accountability Form
Your client can use this form to tell you how to respond in certain crisis situations.
Download 

Preparing For a Session
Your client will use this form to help her prepare for your coaching session.
Download

Training History Form
This form will provide you details about your client’s training history.
Download ​

Referral Request
This referral request can be customized and emailed to your clients
Download