Use in FirstRep document

Client Onboarding

This section helps you gather essential information to start training clients effectively.

Enter client's full name
Email and phone number
Describe client's fitness goals
Any medical conditions or injuries?

Program Design

Outline the structure of the training program tailored to client needs.

e.g., 4
e.g., 3
e.g., 60

Pricing Strategy

Set your rates confidently while considering market and client needs.

Price per session
Describe any package deals or discounts

Marketing Plan

Create a strategy to attract and retain clients.

Define your ideal client
Monthly budget for marketing

Client Progress Tracking

Keep track of client progress to ensure accountability and motivation.

Select the date of initial assessment
Upload before and after photos
Document measurements (weight, body fat, etc.)
Notes from client sessions

Legal and Tax Setup

Ensure your business is legally compliant and financially sound.

Enter your EIN or SSN
Details of your liability insurance

Why Use This Template

Structured Approach

Provides a clear framework for new and established trainers.

Comprehensive Sections

Covers client onboarding, program design, and legal setup.

How to Use

1

Download the template and customize it to fit your business needs.

2

Fill in the necessary fields to create a personalized training program.

Customization Tips

  1. Adjust session lengths based on client preference.
  2. Modify pricing strategy according to market research.
  3. Incorporate client feedback to enhance the program.

Build and send personal training business templates digitally with FirstRep. Free for up to 3 clients.

Frequently Asked Questions

How do I find my first clients?

Networking, social media marketing, and offering free sessions can help you attract your first clients.

What should I charge for my services?

Research local rates and consider your experience level to set competitive pricing.