Free health-check booking template for advisers — capture contact details, current situation, check focus and preferred slots, then confirm appointments from one dashboard. Turns a 'maybe later' enquiry into a booked, prepared health check.
Quick answer
Turns a 'maybe later' enquiry into a booked, prepared health check.
Disclaimer: this page and its AI report are for self-reflection and process reference only. They do not constitute medical, psychological, financial, legal or safety advice. Consult a qualified professional when needed.
Methodology: items are a structural adaptation of widely used frameworks, not an official version; scoring is indicative, not diagnostic.
The Financial Health Check Booking form converts interest into a scheduled check-up. Prospects leave contact details, a snapshot of their current situation, which areas they want checked (protection, retirement, property, investment, business) and their preferred time slots. Advisers see every request in one workspace, qualify at a glance and arrive at the appointment already knowing what to prepare — no phone tag, no unstructured first calls.
| Template | Financial Health Check Booking |
|---|---|
| Category | Finance & Insurance |
| Format | Structured booking form with check-focus fields |
| Time to complete | About 10 minutes per response |
| What you get | Qualified check requests with situation, focus areas and preferred slots |
| Best for | Advisers · Agencies · Client teams |
| Cost | Free to copy and customize on FormLM |
Preview the sample health-check booking form and the intake fields it captures.
Everything you need to run this template.
From copy to deliverable in four steps.
Copy the form and its scoring, report and branding settings into your FormLM workspace — free.
Adjust fields, options and dimensions to match advisers and insurance professionals.
Send the link or QR; every response is captured automatically.
Export or review the collected responses at any time.
Pick your role — see how it fits your workflow.
Advisers fill their diary without call-around scheduling.
Agencies qualify enquiry intent before assigning a consultant.
Client teams prepare each check from the submitted focus areas.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
