Client Assessment

The Client Assessment Flow Template is used by Operations departments to accelerate business processes and maintain full control over important documents while eliminating manual actions.

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Implement the Pre-Built Workflow and Enjoy the Benefits of Automation

The automated Client Assessment Flow Template simplifies the work of the operations specialists and helps close important deals without delays or data losses. With easy-to-configure Bots, Operations departments can begin automating on day one, without writing a single line of code.

Check out the benefits airSlate delivers to your team:

  1. Use professional-looking, editable templates.
  2. Set up smart reminders and notifications so you don’t miss deadlines.
  3. Negotiate contracts with your colleagues and partners in real time.
  4. Populate documents and contracts from your data sources using the no-code Bots.
  5. Automatically archive documents to your storage when a task is completed.

Optimize internal processes and focus on critical initiatives with the business automation platform. Deploy it once and save hours of time and hassle on every workflow step.

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Pre-fill Client Assessment fields from a CRM, Spreadsheet or database records

Extract data from Client Assessment to a CRM, Spreadsheet or database

Archive Client Assessment to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Client Assessment workflow

Spend an average of 10 minutes to complete a Client Assessment document

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No-code automation, integrations, configuration and distribution of Client Assessment

  • Add additional fillable fields to Client Assessment

    Workflow document feature example Workflow document feature example

  • Embed fillable Client Assessment in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Client Assessment

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Client Assessment

    Workflow document feature example Workflow document feature example

  • Request attachments for Client Assessment from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Client Assessment with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Client Assessment

    Workflow document feature example Workflow document feature example
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HOW iT WORKS

How to Client Assessment

Watch our quick user guide video and learn how to use the Client Assessment. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Client Assessment

what's up guys this is Jeff from sword' healthy and today we're talking all about fitness assessments or personal trainer assessments or personal trainer report cards that last one was kind of a joke but honestly guys that go by many different names the assessment that we'll be going over today is meant to be used by personal trainers with their clients I happen to think my assessment is pretty good at showing clients that they're making positive changes over time and I think it really helps to keep them motivated and if you're a personal trainer who's not doing assessments well you're probably not doing as good of a job as you could be doing realistically without regular assessments there won't be any way for you to actively monitor your clients results in progress so yeah if you're a trainer and you're not doing them start if you're a client and your trainer isn't doing them with you probably find a new trainer so my first assessment with a client is always my second appointment with that client the consultation always comes first of course you do have to sign that client on and a link to my video on how to do a personal training consultation is up above unlike my consultation which is complementary or free clients actually do have to pay for their assessments but you know it really is complimentary smashing the like button in subscribing it's complimentary to my channel it's complementary to the YouTube algorithm and it's just a good thing to do overall yeah anyways the first thing I do when I have a client coming in for an assessment is I fill out the top portion of my assessment chart on this chart what you're seeing now we've got name date DOB or date of birth gender assessment number or how many assessments they've done and the administrator or the person who is doing the assessment I have all of these things filled out before my client arrives because be prepared duh also if you want my assessment sheet it is included down in the video description you're welcome now we're taking a quick glance at my full assessment sheet as I go through this assessment with my client I will make sure to write down any information I get in the appropriate sections typically I just print these papers off and write everything down in pencil but my handwriting is bad so I'm gonna type everything in so you can see what a finished product will look like at the end I will complete one of these assessments every six to eight weeks with my client so after my client walks through the door I've greeted them and we've moved on to the actual assessment first thing I do is I get their height and their wait use whatever methods you have at your disposal to get these two pieces of information after that we move on to body fat
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