Effective Check-in Templates: Collect the Right Data from Clients
How do you design weekly check-in forms? Here are efficient, client-friendly template examples.
Check-ins are the pulse of coaching. But if you ask the wrong questions, you'll either get empty answers or clients will avoid filling the form. Here are templates that work for both coach and client.
3 rules of a good check-in form
- Keep it short: 5-8 questions is ideal. A 15-question form won't get completed.
- Ask measurable questions: Instead of "How do you feel?" try "Rate your energy level 1-10."
- Leave an open field: "Anything else you'd like to add?" at the end is enough.
Sample weekly check-in template
| Question | Type |
|---|---|
| How many days did you complete your workouts this week? | Number (0-7) |
| What was your average energy level? | Scale (1-10) |
| How would you rate your sleep quality? | Scale (1-10) |
| How closely did you follow the nutrition plan? | Percentage (%) |
| Weight (kg/lbs) | Number |
| What was the best moment of your week? | Open-ended |
| Did you face any challenges? | Open-ended |
How the coach evaluates check-ins
- Look at trends: Don't evaluate a single week — look at 4-week trends.
- Red flags: If energy dropped three weeks in a row, a program or lifestyle change may be needed.
- Write a response: "You're doing great" isn't enough. Write 2-3 personalized sentences based on data.
In KocFit, AI extracts trends and red flags from check-in data and hands you a ready reply draft. Edit and send.
Bottom line
A good check-in template collects the right data and protects the coach's time. Customize check-in forms in KocFit.
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