Create a short form for new clients to fill out but keep it short; you do not want to create a form that takes too long to fill out. Simply get the top level information about the customer, like name and email.
Your first form should send out an automatic message, letting the customer know that you've received their application. Here you can also send out a long form to the client, giving them the opportunity to take time to fill out the long application form. Even though we refer to the form as long here, it still should not be overly long. Get some more information, like: interested classes, fitness goals, current activities, and interests in eating plans.
When the client submits that form another acknowledgement message should be sent out thanking the new member for filling it out. Immediately after sending the acknowledgement message, a task for your facility staff to follow up with a phone call and take this opportunity to fill out more information about the client.
If the client chooses to move forward, staff can tag them as sign up. For clients who go from interested to sign up, you should add them to your members list and move them into your newsletter and monthly mail out flows (we spoke about this type of flow in a previous use case - General Nurturing and Sales Notification). If the member is not interested, tag them as not signed up so that communication stops at this point.
