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Lesson 5.2
What makes a good check-in form
Loom walkthrough coming for this lesson. The written version below is complete.
A check-in form is about gathering data: a mix of objective measures (weight, photos, completion) and subjective feedback (how they feel, what got in the way).
The rules
- Under 3 minutes to fill out. If it's a chore, they'll skip it or rush it.
- Make it easy. Drop-downs, tick boxes and sliding scales ("Rate your energy this week from 1 to 5") wherever you can.
- Automate what you can. The client just does the work, and you do the coaching.
- Same rules as the intake (Module 2). If you never use an answer, cut the question. If you keep asking the same follow-up, add it.
An example form, and why each question earns its place
| Question | Type | What it tells you |
|---|---|---|
| Overall, how has your week been? | Open text | The lens for everything else (5.3) |
| Current photos (front, side, back) | Upload | Visual progress over time (Module 6.8) |
| 2 technique videos of lifts you're struggling with or want to grow | Upload | Effort, form and whether the program fits (Module 4) |
| Last check-in weight / current weight | Number | The trend |
| Hit your step target? | Yes / No / Most days | Expenditure (Module 4) |
| Completed all training sessions? | Yes / No | Training adherence |
| Followed your meal plan? If not, why? | Yes / No + text | Nutrition adherence, and the reason behind it |
| Anything unusual with digestion? | Multiple choice + detail | Food tolerance, bloating, meals to swap |
| Sleep: quality and average hours? | Text or scale | Recovery, and a common hidden stall (Module 6) |
| How are sessions feeling, and how long are you sore? | Text or scale | Recovery and volume (Module 4) |
| Mood and mindset this week? | Text or scale | Emotional state, burnout risk |
| Hungry, satisfied or full? | Multiple choice | Whether the deficit is sustainable |
| Any life stressors this week? | Text | Stress masking progress (Module 6) |
| Your personal wins this week? | Text | Rapport gold. Always acknowledge these. |
| How are you finding your meal options? Any changes? | Text | Variety and adherence (Module 3) |
| Anything coming up next week? (events, travel, busy work) | Text | Lets you plan ahead, the wizard principle |
| Next week will be a success if I... (1–3 things) | Text | Their own goals, in their own words |
| Any questions for me? (1–3) | Text | What to answer in the reply |
| Anything I can do to support you better? | Text | Early warning of friction |
For female clients, add one more question: where are you in your cycle this week, and are you on hormonal contraception? You read the scale through that answer (Modules 3.10 and 6.3).
What makes a good check-in from the client's side
On time, honest, and complete. Consistent photos (same lighting, same time of day, same poses) make visual progress readable. Teach this at onboarding and reinforce it by actually using what they send.
✓ CompleteNext: 5.3 Reading a check-in →
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