The Ultimate Monthly Check-In Form Template

1. What were your biggest achievements this month?

Format: Open Text

Why ask this: A month is a long time. Forcing clients to recall their wins helps them realize how much progress they've actually made, combatting the "recency bias" of a bad final week.

2. What didn't go as planned and why?

Format: Open Text

Why ask this: This identifies systemic issues. If they missed workouts for 3 weeks due to "work stress," you know the program needs to change to accommodate their schedule, rather than just telling them to try harder.

3. Overall satisfaction with your month

Format: Star Rating (1-5)

Why ask this: This is a happiness check. A client can make great physical progress but be miserable. If this rating is low, you need to adjust the plan to be more sustainable.

4. Average training sessions per week this month

Format: Number Input

Why ask this: Compliance over time. Seeing if they averaged 2 sessions when the goal was 4 helps you set realistic expectations for the next month's results.

5. Average daily step count this month

Format: Metric Input (Steps)

Why ask this: Activity levels fluctuate seasonally. A drop in monthly average steps often explains a stall in weight loss better than diet adherence does.

6. Average sleep per night this month (hours)

Format: Number Input

Why ask this: Chronic sleep deprivation kills results. If the monthly average is under 6 hours, no amount of perfect training will fix their recovery issues.

7. Current body weight

Format: Metric Input (kg/lbs)

Why ask this: By looking at weight once a month, you bypass daily water fluctuations and see the true trend line of body composition change.

8. Which primary goal are we focusing on next month?

Format: Multiple Choice (e.g., Fat Loss, Hypertrophy, Maintenance, Strength)

Why ask this: Periodization. It re-aligns expectations. If they choose "Maintenance," they won't be disappointed when the scale doesn't drop.

9. Upload progress photos (front, side, back)

Format: Media Upload

Why ask this: Significant visual changes take time. Monthly photos are often the most rewarding because the differences are usually distinct and motivating.

10. Waist measurement (at navel)

Format: Metric Input (cm/in)

Why ask this: The most reliable indicator of fat loss. If weight is stable but the waist is down 2cm, they are losing fat and gaining muscle.

11. Hips measurement (widest point)

Format: Metric Input (cm/in)

Why ask this: Essential for tracking glute growth or overall body recomposition, especially for clients focused on lower body aesthetics.

12. Anything else you want me to know?

Format: Open Text

Why ask this: The open floor for life updates—vacations, injuries, or new stressors that will impact the upcoming month.

13. What small habit will you commit to next?

Format: Open Text

Why ask this: Behavioral anchoring. Amidst big goals, one small habit (like "vitamins daily") keeps them grounded in routine.

14. What are your main goals for the next month?

Format: Open Text

Why ask this: Forward planning. This ensures you and the client are pulling in the same direction for the next 30 days.

15. What are your main challenges for the next month?

Format: Open Text

Why ask this: Proactive coaching. If they say "traveling for work," you can write them a hotel workout plan before they leave.

Use This Template Instantly

You don't need to build this from scratch. If you are using HubFit, we have pre-loaded this check-in into the HubFit Template Library. You can import it to your account with one click and assign it to your clients immediately.

Here is what this form looks like for your clients inside the HubFit app

How You Can Use HubFit for Your Check-Ins

Monthly check-ins require you to look at data over a long horizon. Spreadsheets struggle to show the story of a 6-month journey effectively.

This is exactly where HubFit steps in.

HubFit is designed specifically for online coaches to automate and organize the entire check-in process. Instead of chasing clients for updates, HubFit’s Powerful Check-In System handles the heavy lifting.

1. Automate the Schedule

With HubFit, you can set check-ins to appear monthly (e.g., "First Monday of the Month"). The task appears on their dashboard automatically.

• Smart Reminders: Automatic notifications ensure clients remember to check in, even if you haven't spoken in a few weeks.

• Reusability: Build this template once and assign it to your maintenance or lifestyle clients with a single click.

2. Long-Term Data Tracking

When your client enters their "Average Sleep" or "Waist Measurement" once a month, HubFit connects the dots.

• Trend Graphs: The system plots these data points on a graph, allowing you to show a client exactly how their waist measurement has trended over the last 6 months.

• Gallery Sync: Monthly progress photos build a powerful visual timeline in the client's gallery, perfect for creating "Before and After" transformations.

3. Macro-Comparisons

HubFit’s Compare Check-Ins feature shines here. You can open this month's check-in side-by-side with one from 6 months ago. This allows you to instantly see:

• Total body transformation over the half-year.

• Shifts in mindset and satisfaction ratings.

• Long-term adherence trends.

4. Review Check-Ins

HubFit has a fully fledged check-in review system. You can clearly see which check-ins are "Pending" and which are "Reviewed." You can review a check-in and leave a comment, and your clients will be notified that the check-in has been reviewed.

HuFit Check-in Feature Overview