Use in FirstRep document

Client Information

Gather essential details about each client to tailor the hybrid coaching experience.

Enter the client's full name
Email and phone number

Progress Tracking

Monitor client progress across both online and in-person sessions.

List the client's fitness goals
Notes on client progress since last report
Select the date of last session

Scheduling Overview

Keep track of both in-person and online session schedules.

Select the date of the next session
List the client's available times

Feedback Mechanism

Collect feedback to improve both coaching formats.

Rate their satisfaction
Client's comments on their experience

Technology Integration

Ensure clients have access to necessary tech for online coaching.

Is the client set up for online sessions?

Pricing Strategy

Outline pricing for hybrid coaching sessions.

Enter price for in-person sessions
Enter price for online sessions
List any package deals or discounts available

Why Use This Template

Streamlined Client Management

This template helps you efficiently manage different workflows for online and in-person clients.

Enhanced Progress Tracking

Keep detailed notes on client progress to maintain quality across coaching formats.

How to Use

1

Fill out the client information section before each session.

2

Update the progress tracking field after each session to monitor improvements.

Customization Tips

  1. Tailor the client information section for specific demographics.
  2. Add or remove fields based on your coaching style.
  3. Utilize feedback to modify progress tracking metrics.

Build and send hybrid coaching (online + in-person) templates digitally with FirstRep. Free for up to 3 clients.

Frequently Asked Questions

How do I manage scheduling for both client types?

Use a shared calendar and set reminders to keep track of all appointments and session types.

What if my client prefers only one format?

Focus on their preferred method but encourage them to try the hybrid model for flexibility.