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Wellness · free template

Client Progress Survey

Monthly check-in on results, adherence and motivation: retention's early-warning system.

A ready-to-use fitness, wellness & coaching form for clinics, coaches and therapists: 11 questions, 1 page, 3 conditional rules.

Questions
11
Pages
1
Layouts
card · classic
Conditional rules
3
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Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

This form does not provide medical advice, diagnosis or treatment. Information you share here is not a substitute for care from a qualified clinician. In an emergency, contact your local emergency service immediately.

2 questions are hidden by conditional logic right now — change an answer above to reveal them.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Medical disclaimer present — passingThis form does not provide medical advice, diagnosis or treatment. Information you share here is not a substitute for care from a qualified clinician. In an emergency, contact your local emergency service immediately.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Client Progress Survey is built for clinics, coaches and therapists who need to collect intake detail and consent before the first session.

  • Clinics, coaches and therapists working in fitness, wellness & coaching.
  • Teams who need to collect intake detail and consent before the first session without writing code or paying for a custom build.
  • Anyone replacing paperwork eating the start of every appointment with one structured record per enquiry.
  • Respondents are clients and patients — the form asks them 11 questions across 1 screen.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of paperwork eating the start of every appointment and turns each submission into a record your team can act on immediately.

  • 5 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It scores satisfaction on a consistent scale.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Client Progress Survey lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

  • Features advanced show logic: if “Continue next month?” is No, the form dynamically exposes “What would keep you training?”. Otherwise that question never appears.
  • Features conditional validation: if “Continue next month?” is No, “What would keep you training?” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Session adherence” is Few, the form dynamically exposes “Schedule review note”. Otherwise that question never appears.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

Clients rarely announce they are losing motivation, they just quietly stop showing up, so this monthly survey is built to surface that drift while there is still time to act on it. It opens with the goal progress rating because that single number, tracked over months, tells you more about a client relationship than any anecdote. Session and nutrition adherence are asked as separate scales rather than lumped together, since someone can train consistently while eating badly or the reverse, and conflating the two hides the real problem. Energy levels sit alongside adherence because low energy often explains a dip before the client themselves has connected the dots. The open questions about wins and struggles come after the numbers, giving context to whatever the ratings already show. A blunt yes-or-no on continuing next month closes the survey, and a no immediately opens a question asking what would change their mind, which is the most useful sentence a trainer can read before a client walks away for good. Poor session adherence quietly flags a scheduling review rather than a confrontation.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Monthly check-in

  • Full namerequired
  • Month or periodrequired
  • Goal progress
  • Session adherencerequired
  • Nutrition adherence
  • Energy levels
  • Biggest winrequired
  • Biggest struggle
  • Schedule review note
  • Continue next month?required
  • What would keep you training?

11 questions in total.

How the form changes as it's filled in

This template ships with 3 conditional rules, grouped into 3 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Continue next month?”

  • Reveals questions

    If “Continue next month?” is No, the form reveals “What would keep you training?”.

  • Makes answers required

    If “Continue next month?” is No, “What would keep you training?” becomes required before the form can be submitted.

Driven by “Session adherence”

  • Reveals questions

    If “Session adherence” is Few, the form reveals “Schedule review note”.

Set it up step by step

  1. 1

    Send it on the same date monthly

    A predictable rhythm makes the trend line meaningful and the client used to answering it.

  2. 2

    Track the goal rating over time

    One flat month is noise, three flat months in a row is a conversation you need to have.

  3. 3

    Read the struggle answer before the next session

    It tells you exactly what to address instead of guessing from attendance alone.

  4. 4

    Act the day a No arrives

    A cancellation risk answered same-day is far more likely to be saved than one left in an inbox.

Mistakes to avoid

  • Sending the survey but never reviewing it before the next session with the client.
  • Merging session and nutrition adherence into one question and losing the distinction between them.
  • Reacting to a low adherence score with criticism instead of the offered schedule review.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Chart the goal progress score against previous months, action any schedule review flags, and call clients who answered no within a day.

Works in both layouts

Browse card templatesBrowse classic templates

Forms that overlap this one

These pages cover the same subject ground as the client progress survey, matched on the words people actually search for.

Privacy & compliance

This form collects health information. Keep access limited to the people who need it, turn on encrypted answers for the clinical questions, and set a retention window so records don't sit in the dashboard forever.

Frequently asked questions

How long should this take a client to complete?

Under three minutes — it's deliberately short so it actually gets filled in every month.

Should I share the trend chart with the client?

Yes, seeing their own progress line is often more motivating than anything said in session.

What if adherence is low but the goal rating is still high?

Ask about it directly — it may mean the plan is too easy or the goal itself needs adjusting.

Is this suitable for group training clients?

Yes, run it individually even in group settings since experience and adherence vary person to person.

Is the Client Progress Survey template free to use?

Yes. You can preview and test Client Progress Survey on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Client Progress Survey template ask for?

It asks 11 questions across 1 page, 5 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Client Progress Survey form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card and classic layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this fitness, wellness & coaching form work?

3 conditional rules ship with the template: Features advanced show logic: if “Continue next month?” is No, the form dynamically exposes “What would keep you training?”. Otherwise that question never appears. Features conditional validation: if “Continue next month?” is No, “What would keep you training?” becomes mandatory before the form can be sent. Features advanced show logic: if “Session adherence” is Few, the form dynamically exposes “Schedule review note”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Client Progress Survey form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Client Progress Survey form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

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