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O-Sea New Client Onboarding
The purpose of this questionnaire is to ensure we have the necessary information to guide you in the right direction. There are so many variables that come into play when we’re looking at health, wellness and performance and this allows us to get a full picture of where you’re at currently.

The professional that is best suited to work with you based on your needs, wants and goals will review the answers and formulate your plan.

This questionnaire will also help you become intentional about how you want to benefit from coaching and assist in you in structuring your thoughts and clarify your goals.

As you work through it, here are some things to keep in mind:

- Take your time. Ponder the questions. We find that it’s best to fill this out during a slow morning with a cup of coffee where you can be present and uninterrupted. Sit down, appreciate the moment, be open and let those next 30+ minutes support you in becoming excited for what is ahead of you.

- Some questions are more general and some are a bit more specific. We need a blend of both to paint the full picture. The more detail you can provide in your responses the better.

- There may be some uncomfortable things that come up for you. Lean into it and be as open, honest and transparent as you can be. Any answer to any question is YOUR answer. It reflects where you are in life and where you’d like to be. No right or wrong.

Think about what you want, what limitations you’re currently living with and how you can move forward to achieve your goals.

If you have any questions, don’t hesitate to reach out. We’re here for you. Enjoy!
-Josh
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Email *
Name *
What led you to contact us? Be as specific as possible. *
Have you ever worked with anyone on this before? This can include healthcare professionals, coaches/trainers, therapists, friends and family, etc. If so, how did it go? If not, was there a particular reason? *
What other things have you tried already? What has helped the most? What, if anything, is working for you currently? *
What 3 changes do you most want to make in your life (not just via coaching)? What will happen if you don’t make those changes? *
Zoom out and look at your life holistically. In order for your life, health and wellness to be in balance, what other aspects do you want to optimize and why? (e.g. fitness, family, friendships, work, involvement in the local community, etc.) *
On a scale of 1-10 (10 high), how much stress/friction is in your life right now? *
low
high
What causes you stress? What reduces it? *
Have there been any significant recent changes in your health? Did something trigger this? *
What about pain? Are you having any currently? If so, how is it affecting your life? (sleep, exercise, relationships, etc.) *
Are you currently taking any medications or supplements we should know about? Please list them and the primary purpose for each. Have these ever caused you any unusual side effects or problems?   *
Do you have a history of surgery or major injury? Are you having any lingering issues as a result? *
Do you currently follow a special diet or nutritional program?   *
Describe your eating habits. How many meals per day? How much variety do you have in your diet? Have you made any changes in your eating habits because of your health?   *
How much water do you drink on a daily basis? Rough estimates are fine. *
Please list any other substances you consume on a weekly basis. For example, 1-2 drinks of alcohol, daily cup of coffee, smoke weed every so often, etc. *
Tell us a little bit about your sleep. How many hours do you get per night? *
Do you have trouble falling asleep or waking up in the morning? *
Do you feel as if you have energy throughout the day? More or less than what you had a year ago? *
What responsibilities/activities energize you? *
Do you consider yourself active? *
How often do you exercise or engage in physical activity? What does that exercise or activity look like? *
If you had to stop exercising for a particular reason, what would that mean to you? *
IF REMOTE CLIENT ONLY: Do you have access to training equipment? This would include, but is not limited to: Something to lift (dumbbells, kettlebells, barbells, etc.) Something to hang off of (pull-up bar, rope, etc.)Something to step on to (bench, box, steps, etc.)Something to get the heart pumping a bit (treadmill, rower, bike, etc.)
You’re about to embark on a coaching journey with us. In order for it to be considered successful, what will need to be different for you 3-6 months from now? What might get in the way of you achieving your goals? *
What do you expect from your professional / us? How can we best support you? Examples might include communication preferences, best ways to receive feedback, etc. *
List 3 things you want us to know about you. This can be anything ranging from your favorite hobby, a unique trip you’ve been on, a life goal you have, your biggest fear, so on and so forth…) *
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