Workplace Standing Desk Transition Fitness Intake Form

Transform Your Workspace with a Safe Standing Desk Transition

Transitioning from a traditional sitting desk to a standing or sit-stand workstation is one of the most impactful changes employees can make for their long-term health—but it needs to be done right. This Workplace Standing Desk Transition Fitness Intake Form is designed for personal trainers, wellness coaches, corporate wellness programs, and occupational health professionals who guide clients through this important ergonomic shift.

Why Standing Desk Transitions Need Professional Guidance

Simply switching from sitting all day to standing all day can lead to lower back pain, foot fatigue, and musculoskeletal issues. A proper transition requires understanding current habits, assessing postural weaknesses, and creating a gradual protocol that builds strength and stamina over time. This form captures everything you need to create a personalized standing desk transition plan.

What This Form Captures

This intake form walks clients through:

• Current sitting patterns and daily habits – How many hours they currently sit, their typical workday structure, and existing movement breaks
• Postural assessment and pain points – Current discomfort, fatigue patterns, and areas of concern
• Workspace ergonomics – Desk setup, monitor height, keyboard position, and footwear
• Anti-fatigue mat requirements – Surface needs and preferences for comfort accessories
• Fitness and mobility baseline – Current activity level, core strength, and any physical limitations
• Goals and expectations – What they hope to achieve with the standing desk transition
• Gradual standing protocol preferences – How they'd like to ease into increased standing time

Perfect for Fitness and Wellness Professionals

Whether you're a personal trainer expanding into workplace wellness, a corporate wellness coordinator rolling out ergonomic improvements, or a physical therapist helping clients prevent desk-related injuries, this form gives you the structured intake process you need.

Paperform makes it easy to:

• Embed the form on your wellness program website or share it directly with clients
• Customize the questions to match your specific assessment methodology
• Use conditional logic to show different questions based on pain levels or mobility concerns
• Automatically send personalized standing protocols via customized confirmation emails
• Integrate responses with your CRM, Google Sheets, or project management tools

Streamline Client Onboarding with Workflow Automation

Once a client completes this intake form, you can use Stepper to automatically trigger your next steps:

• Send a welcome email with initial standing desk guidelines and resources
• Create a client folder in your file management system with their baseline assessment
• Schedule their first check-in appointment or progress review
• Add them to your email sequence with weekly tips for standing desk success
• Notify your team about new client onboarding tasks

This eliminates manual data entry and ensures every new client gets a consistent, professional onboarding experience.

Design That Matches Your Brand

With Paperform's intuitive editor, you can customize this template to perfectly match your wellness brand. Adjust colors, fonts, and add your logo to create a seamless experience from first contact through ongoing support. Choose between a classic multi-page layout or use Guided Mode to walk clients through one question at a time for better completion rates.

Built for Growing Wellness Businesses

This form template is ideal for:

• Personal trainers and fitness coaches offering workplace wellness services
• Corporate wellness programs helping employees transition to standing desks
• Physical therapists and chiropractors preventing and treating desk-related issues
• Ergonomic consultants conducting workplace assessments
• HR and employee wellness teams supporting healthier work environments

Paperform's platform is trusted by over 500,000 teams worldwide and is SOC 2 Type II compliant, ensuring your clients' health information is handled securely. With flexible pricing from free starter plans to enterprise solutions, you can scale your intake process as your wellness practice grows.

Get Started in Minutes

Simply customize this template with your specific questions, add your branding, and start collecting detailed client information that helps you deliver better results. With Paperform's powerful conditional logic, payment integration, and workflow automation through Stepper, you can build a complete standing desk transition program that runs smoothly from intake to ongoing support.

Transform how you onboard workplace wellness clients and help them make the ergonomic transition safely and effectively.