Wellness Assessment Questionnaire

Fully editable with custom branding. Send, print or embed online.
Get template
Get template
star iconstar iconstar iconstar iconstar icon
1020+ Reviews
Bonsai has helped create 1,023,928 documents and counting.

The Wellness Assessment Questionnaire is an essential tool for health and wellness coaches seeking to provide personalized support to their clients. This form is designed to gather crucial information about a client's health history, lifestyle, and personal goals. By understanding the specific needs and aspirations of each individual, coaches can tailor their guidance and recommendations, ensuring that clients receive the most effective and relevant support. This personalized approach not only enhances the client experience but also increases the likelihood of successful outcomes, making it an invaluable asset in the coaching process.


In the project lifecycle, the Wellness Assessment Questionnaire serves as a foundational step in the client intake process. It allows coaches to collect important data before the coaching relationship begins, ensuring that sessions are focused and productive from the outset. This form can be easily shared with clients via email or embedded on a coaching website, making it accessible and convenient for clients to fill out. By streamlining the intake process, coaches can quickly assess their clients’ needs and begin crafting customized wellness plans.

Frequently asked questions
Why is a wellness assessment questionnaire used?
chevron down icon
A wellness assessment questionnaire is used to gather important information about a client's current health situation, challenges, and goals, which helps coaches tailor their services to meet individual needs.
What should be included in a wellness assessment questionnaire?
chevron down icon
A wellness assessment questionnaire should include fields for contact number, how the client heard about the service, a description of their current situation and challenges, their main objectives/goals, areas of interest, preferred initial consultation date, and preferred contact method.
When to use a wellness assessment questionnaire?
chevron down icon
A wellness assessment questionnaire should be used during the client intake process to collect necessary information from new clients, enabling coaches to understand their needs and customize their approach accordingly.

Get more template for your business.

Discover 1,000 additional templates to use in your industry.
Agreements
Life Coaching Session Template
Get template
Get template
Agreements
Executive Coaching Agreement Template
Get template
Get template
Agreements
Coaching Agreement Template
Get template
Get template
Proposals
Mentoring Proposal Template
Get template
Get template
Proposals
Life Coach Proposal Template
Get template
Get template
Proposals
Executive Coaching Proposal Template
Get template
Get template
Invoices
Life Coaching Invoice Template
Get template
Get template
Invoices
Coaching Invoice Template
Get template
Get template

Need other templates?

Discover other templates in the same category.
Forms
Project Intake Form
Get template
Get template
Forms
Client Feedback Form
Get template
Get template
Forms
Tax intake form
Get template
Get template
Forms
Recruiter intake form
Get template
Get template
Forms
Free Portfolio Contact Page
Get template
Get template
Forms
Life Coach Assessment Forms
Get template
Get template
Forms
Life Coach Intake Form
Get template
Get template
Forms
Interior Design Client Intake Form
Get template
Get template
Signup to access additional templates.
Additional templates are only available within Bonsai.
Signup
Signup