Nutrition Coaching Client Onboarding Form

Starting a nutrition coaching relationship on the right foot means gathering the right information from day one. This Nutrition Coaching Client Onboarding Form is designed for personal trainers, registered dietitians, wellness centers, and independent nutrition coaches who want to create personalized meal plans and macro targets based on real client data.

Built for gyms, fitness studios, and wellness practices, this template walks your new clients through a complete metabolic and lifestyle assessment. You'll collect essential details like current stats, activity levels, health history, dietary preferences and restrictions, plus have clients upload recent food diaries or photos to understand their starting point. The form uses smart conditional logic to adapt questions based on their goals—whether they're looking to lose fat, build muscle, improve energy, or manage a health condition.

Once submitted, you'll have everything you need to calculate personalized macronutrient targets and build a coaching plan that actually fits their life. And because it's built on Paperform, this onboarding form looks polished and on-brand, works beautifully on mobile, and integrates directly with your CRM, Google Sheets, or project management tools.

Looking to streamline your follow-up? Use Stepper to automatically send welcome emails, schedule check-in calls, or create client folders in your practice management system the moment someone completes onboarding. You can even use Papersign to send your coaching agreement or liability waiver for eSignature right after they submit, keeping everything connected and compliant.

Whether you're onboarding one client or fifty, this template helps you collect consistent, actionable data so you can focus on what you do best—helping people transform their health through better nutrition.