Personal Training Pro Toolkit
A complete toolkit for established trainers, including an ongoing coaching agreement and an in-depth fitness assessment review
Get started with PocperHealth & Fitness Assessment
Welcome! Before we kick things off, we'd love to learn a little about you and your health. This helps us design a safe, effective program that's built around you. It should take about 5–10 minutes to complete.
Personal Information
What's your full name?
Date of birth:
Phone number:
Email address:
Emergency contact name & phone:
Body Measurements
Height (cm or ft/in):
Weight (kg or lbs):
Medical History
Do you have any of the following conditions? (Check all that apply)
Heart condition
High blood pressure
Diabetes
Asthma
Joint problems
Back problems
Recent surgery
Pregnancy
None of the above
Please describe any conditions checked above:
Current medications (if any):
Any injuries or areas of chronic pain we should know about?
Current Activity Level
How active are you right now? (Choose one)
Sedentary (little to no regular exercise)
Lightly active (1–2x per week)
Moderately active (3–4x per week)
Very active (5+ times per week)
Exercise Experience
How would you describe your fitness experience? (Choose one)
Complete beginner — this is all new to me
Some experience — I know the basics
Intermediate — comfortable with most exercises
Advanced — experienced and self-directed
Activities You Enjoy
Which of these activities do you enjoy or want to try? (Check all that apply)
Running
Swimming
Cycling
Weight training
Yoga / Pilates
Team sports
Dance
Hiking
None yet — I'm open to suggestions!
Doctor's Clearance
Have you received clearance from a doctor to exercise?
Yes — I've been cleared to exercise
No — I haven't checked with a doctor
I need to check — I will do so before starting
Declaration
I confirm that the information above is accurate and complete to the best of my knowledge.
Thanks for taking the time to fill this in! We'll review your details and be in touch shortly to get you started on your fitness journey.
Templates in this pack
The Personal Training Pro Toolkit pack includes 7 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.
Health & Fitness Assessment
Welcome! Before we kick things off, we'd love to learn a little about you and your health. This helps us design a safe, effective program…
Training Goals & Program Planning
Let's figure out what you want to achieve and build a plan that fits your life. The more detail you share, the better we can tailor your…
Progress Check-In
Great work showing up! Let's take a moment to review how things are going. Honest answers help us keep your program working for…
Program Completion & Renewal
Congratulations on completing your program — that's a huge deal! Take a few minutes to reflect on your journey and help us understand how…
Assumption of Risk & Liability Release
Before we begin your training, we need you to read and sign this waiver. It covers the risks inherent in physical exercise, your…
Personal Training Coaching Agreement
This agreement sets out the terms of an ongoing personal training engagement between the trainer ("Trainer") and the client ("Client"). It…
In-Depth Fitness Assessment & Review
This assessment builds the full picture we need to design your program. Please complete the client sections as accurately as you can — your…
Frequently asked questions
- What's included in the Personal Training Pro Toolkit templates?
- The Personal Training Pro Toolkit pack contains 7 templates: Health & Fitness Assessment, Training Goals & Program Planning, Progress Check-In, Program Completion & Renewal, Assumption of Risk & Liability Release, Personal Training Coaching Agreement, In-Depth Fitness Assessment & Review. Each is ready to use and fully editable.
- Can I customize these templates?
- Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.
- How do I use the Personal Training Pro Toolkit templates?
- Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.