Personal-training goals and session-scope comparison worksheet

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How to use this resource

Record non-sensitive goals, prior training experience, activities you enjoy or avoid, learning preferences, availability, location, equipment access, and the support you want. Keep diagnoses, medications, detailed medical records, account credentials, and other sensitive information out of a public request. Discuss relevant readiness or accommodation needs privately with the trainer and, when appropriate, a qualified health professional. Ask each trainer to explain the proposed assessment, session format, support between sessions, progress review, scope limits, referral approach, scheduling, price structure, and written terms.

Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.

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Personal Trainer preparation checklist

• Describe your non-medical goals, preferred activities, prior training experience, and what a useful session would feel like.
• Note scheduling, location, virtual or in-person preference, equipment access, privacy, communication, and accessibility preferences.
• Keep diagnoses, medications, medical records, account credentials, and other sensitive details out of a public request.
• Ask how the trainer handles readiness questions, scope limits, referrals, and coordination with qualified health professionals when needed.
• Clarify the initial conversation or assessment, session structure, instruction style, between-session support, and progress-review process.
• Request a written description of included sessions, duration, location, equipment responsibilities, cancellations, rescheduling, communication, and records.
• Ask who delivers the sessions, what background or credentials they present, what insurance or business terms they offer, and how concerns are handled.
• Compare the same goals, session format, support, responsibilities, timing, complete price structure, changes, written terms, and fit.

Questions to ask a personal trainer

1. How will you learn about my goals, experience, preferences, readiness, and boundaries without treating the conversation as medical screening?
2. What initial conversation or assessment, session format, instruction, equipment, location, and between-session support are included?
3. How will goals and progress be reviewed, what records or feedback are shared, and how can the plan or service scope change?
4. What is outside your scope, when would you pause or refer a client, and how do you coordinate with a qualified health professional when appropriate?
5. Who provides the sessions, what background or credentials do you present, and what insurance, privacy, safety, or issue-resolution practices do you offer?
6. How do scheduling, cancellations, rescheduling, communication, complete price structure, added services, written terms, and ending the service work?

Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.

Official references and scope

These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 10, 2026. This pack has not been independently reviewed by a licensed specialist.

• CDC: About Physical Activity ↗

  CDC explains the broad health relevance of physical activity and links to public guidance. This worksheet uses that context only to frame goal and readiness conversations; it does not reproduce recommendations or prescribe activity.

• HHS: Physical Activity Guidelines for Americans ↗

  The U.S. Department of Health and Human Services identifies its guidelines as a national public-health resource. This worksheet directs exercise and health decisions to applicable guidance and qualified professionals rather than setting a program.

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