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Personal Trainer Client Onboarding: How to Set Up Every Client for Success

A client onboarding process for personal trainers that sets expectations, collects the right info, and starts the relationship strong.

November 9, 2024 ยท 6 min read

A client onboarding process for personal trainers that sets expectations, collects the right info, and starts the relationship strong.

Full article coming soon.

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Why Personal Trainer owners need documented processes

Clients cancelling last-minute constantly because there's no enforced policy

No standard package sales script so pricing conversations feel awkward

Scope of practice and PAR-Q documentation missing = serious liability

The documents that fix these problems

๐Ÿ“„Inquiry & Consultation Script
๐Ÿ“„Client Intake & PAR-Q Assessment
๐Ÿ“„Job Posting Template (Associate Trainer)
๐Ÿ“„Package Pricing & Sales Script
๐Ÿ“„Cancellation Policy & Enforcement
๐Ÿ“„Win-Back Campaign (Dropped Clients)
๐Ÿ“„True Cost Per Session Calculator
๐Ÿ“„Service Agreement & Scope of Practice Template