Client SMART Goal Form for Practice Better

Want to have something to send clients between sessions to keep them accountable? Use this SMART goal form to have them write out their goal. They’ll share it with you automatically and can print it and tape it up on their fridge, bathroom mirror, or notebook. Clients will be prompted to sign at the bottom to acknowledge the pledge to themselves to accomplish the goal they have determined.

This form is a place where a client can write out their goal and go through the check-list of each acronym. Be sure you provide your client with some basic education on what a SMART goal is so they’ll have a handle on what it means. If they ever check “no” as they are going through each acronym, they’ll be prompted to revisit their goal. Once it’s saved, you’ll get it for review with the chance to comment back to them.

I also like to use these forms as reminders of how far they’ve come in working together. Even sending them a PDF of their first SMART goal after a month of working together can show them how far they’ve progressed. Great motivation!

This product is a PDF with the Practice Better code to directly upload into your Better practitioner portal. It is not a PDF printout of the form. I created the product in this way to allow you to incorporate this form into your account with one click, saving you time on creating a new form from scratch. I also include tips on how to create automations to streamline your client’s experience and save you more time.

I am an avid user of Practice Better with my virtual practice. It allows me to seamlessly collect client information, method of payments, track food and lifestyle journals (with personalized modifications like limiting calorie visibility), and more. In my ongoing use of Practice Better, I have created a series of forms that help obtain more helpful information.