Client Check-In Form

Do you feel like you’re spinning your wheels with some of your clients? Maybe they have trouble staying accountable to their goals? Or seem to lose all motivation in between sessions? You might wonder if they’re the right client for you. But maybe they just need additional structure and accountability to guide them. This client check-in form can empower your clients to stay focused and on track with their goals, as well as provide more focus and structure for follow-up during your sessions. Ultimately, this means better outcomes for your clients.

If your client sessions feel scattered and often veer off course, it’s time for your clients to assess their progress before your session. By targeting their most important focus areas using this questionnaire, your follow-up sessions will lead to more productive sessions and happier clients.

This template is designed for private practice Registered Dietitians who want to make the most of their client sessions. The form can be used as a guide for your clients and is editable based on your clientele. You may use it as an accountability form in between sessions or as a form to send prior to follow-up sessions. The questions on this form can be used as talking points and as a way to structure your client sessions to make the most of your time together.