Client Questionnaires for Health Coaches


Looking for a Client Questionnaire that will add value to your coaching program & bring you clarity on what they want? It’s here. What’s inside? This Client Questionnaire Bundle includes two (2) done-for-you questionnaire packets — one to send when you start working with a client & one to send at the end of your program. This is not a legal document and doesn’t legally cover you — it’s a welcome form you send to your clients. You’ll also receive my “How-To” Video Tutorials on how to use these Questionnaires to grow your business!

Read on for more details below…

What’s Included

What’s Included


One (1) downloadable, editable .docx file containing a “New Client Questionnaire” to send to your new clients before you start working together. If you want to change the wording of a question or add a new one, it’s all yours!

One (1) downloadable, editable .docx file containing a “Post-Assessment Questionnaire” – to send to your clients at the end of your coaching program. It’s a time for the client to reflect, set future goals, & provide you (the Coach!) with valuable feedback!


A video tutorial (that actually shows you the document while I talk!) where I walk you through what each paragraph means (in English, not legal language) & where you’ll need to put in your personal info. You’ll be comfortable and confident to make the Client Questionnaire template your own.


This guide is designed to let you know what to do with this document & how to make it your own.


You'll also receive my Super Simple Guide to Legally Protect Your Online Business to make sure you're on the right track.

How it Works



Download your template and open with any word processing software you like
(ie, Google Docs, Word, Pages, etc)


Press play on the How-To Video Tutorial and follow along
as I help you complete your template in 15 mins or less.


Review your template to make sure
you’ve filled it all out!


Upload and use your new legal document where ever
you need it.


Celebrate how incredible it feels to have the confidence
the legal piece is taken care of.

Sam knows the specific needs of creatives and coaches, keeps the content up to date, and breaks down complicated concepts into easy-to-digest information and steps.

Rachel Clair, Book Coach + Editor

Not only are the resources incredible, but they are well organized and easy to locate. Sam shares additional insight in her emails and live calls. The resources and insight are unmatched!

Olivia Snyder Fox, The Resume Fox

What they’re
saying about
Template Shop

Sam and her team create such an authentic and supportive community. I genuinely trust Sam's expertise more than most people online and know that she is always about providing value and the real hard facts up front.

Kay Sibson, Online Business Manager

Sam, you’re a genius and a lifesaver! Thank you for putting top notch material out there for us to benefit from! So grateful!

Kat McEachern, Open gym

I would say the Ultimate Bundle has been the single most worthwhile expenditure I have made for my business.

Cordes Lindow, Lindown Learning

What they’re
saying about
Template Shop

I love Sam's laid back and easy to understand teaching style.

Bethany, From Desperation to Dream Partner

Sam has provided absolutely everything you might need to legally protect your business.

Ashley Kaplan, Ashley Kaplan LLC

Sam has done a beautiful job curating everything an online business owner needs so we all can have peace of mind knowing that we are covered in the event we have a legal issue. And peace of mind is a valuable asset!

Connie Kann, Connie Kann, LLC

What they’re
saying about
Template Shop

It takes the guesswork out of setting up one’s business, which is like gold in the age of the internet (who to trust?)

Laura Krause, True Wellness with Laura LLC

Frequently Asked Questions

A new client questionnaire is NOT a legal document. It’s more like a ‘welcome form’ you send to clients to….

  • Clearly set out the client’s expectations & goals before you start.
  • Gather important info on your clients.
  • Allow the client to reflect about their current lifestyle, mindset, eating habits, and fitness.
  • Help your clients track their own progress with the goal setting worksheet.
  • Gather feedback on YOUR coaching skills towards the end of your program.

As a coach, you have to know what your clients want, expect, and need to change. Without it, you’ll go into your first few sessions not being clear on what your client wants, what they expect out of health coaching, and what’s worked for them in the past. With it, you’re armed with so much helpful information from the start. You can really hit the ground running with all of these clear expectations up front. Clients also love the immediate value. These questionnaires are a great way to add value to your signature coaching program by letting prospective clients know that once they sign up, you’ll send them this packet right away.

I did! I’m a health coach too, so I know exactly what you need. I’ve used this exact Questionnaire to coach all of my own clients & know firsthand how useful they all found it! I’ve included the best questions/prompts I’ve used with my own clients.

I’m sending you TWO documents – one to use before you start working with a new client, and one to send to clients at the end of your time together. I email the New Client Q to clients, along with any other materials I send, and ask for it back before our first session together. I also give them the option to keep it private — it’s totally up to them! I send the post-assessment Q to clients with ~2 weeks left in our time together. I’ll walk you through my go-to strategy in the How-To Video Tutorial that’s included with your purchase!

I primarily designed these questionnaires for health/wellness coaches, but they are also perfect for fitness coaches, wellness professionals, life coaches, clarity coaches, and business coaches.

  • Absolutely, it’s versatile for different niches, services, and products.

No, it’s designed for easy customization without legal expertise.

The template is fully editable to evolve with your business needs.

The template is fully editable to evolve with your business needs.


This client contract template is a downloadable, customizable general template for you to make your own & to fit your business. Purchase of this or any other document from this Site does not create an attorney-client relationship between you and Sam Vander Wielen. The documents, or anything on this Site, should not be construed as legal advice. You should have all documents you use or prepare reviewed by a local attorney to ensure they comply with State and local laws where you live and work. Sam Vander Wielen is licensed to practice law in New Jersey. Use of this Site, and purchase of any documents, are subject to these Terms & Conditions. QUESTIONS? Email [email protected].

People also purchased…