Personal Coach Customer Profile

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I. Basic Information

• Name: Jeda Harvey

• Gender: Female

• Age: 35

• Location: San Francisco, CA 94102

• Preferred Contact Method: Email

• Best Time to Contact: 9 AM - 5 PM (PST)

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II. Background and Lifestyle

• Current Occupation: Marketing Manager

• Work Schedule: Full-time

• Activity Level: Lightly active

• Hobbies and Interests: Hiking, yoga, reading, travel

• Dietary Preferences/Restrictions: Vegetarian, dairy-free

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III. Health and Fitness Goals

• Primary Goals:

  • Goal 1: Lose 20 pounds by summer

  • Goal 2: Increase flexibility and reduce stress levels

• Target Timeline: 6 months

• Motivation Level (1-10): 8

• Previous Coaching Experience: Yes

• Previous Program Preferences: Group classes, one-on-one sessions

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IV. Health and Wellness Background

• Medical Conditions: None

• Current Medications: None

• Physical Limitations/Injuries: Recovering from minor ankle sprain

• Mental Health Considerations: Occasional anxiety

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V. Personality and Coaching Preferences

• Preferred Coaching Style:

  • Inspirational and structured

• Preferred Communication Style:

  • Positive reinforcement with direct feedback

• Accountability Preference: Weekly check-ins

• Feedback Approach: Real-time adjustments and written reports

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VI. Additional Information

• Budget: $200 per month

• Availability for Sessions: Monday, Wednesday, Friday - evenings

• Preferred Session Type: Virtual

• Referral Source: Social media

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VII. Notes and Next Steps

• Notes from Initial Consultation:

  • Jane is highly motivated by setting short-term goals and tracking weekly progress.

  • She prefers a structured approach with flexibility for days when work is demanding.

  • Interested in additional stress-management techniques like breathing exercises.

• Next Steps with [YOUR NAME] at [YOUR COMPANY NAME]:

  • Set up a virtual assessment session to design a personalized program.

  • Discuss availability for optional group classes in stress management.

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