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Creating a Plan for New Clients
How to deliver a groundbreaking first coaching session for new clients so they stay excited and looking forward to the future.
Good morning. Welcome to Fitness Entrepreneur, the newsletter more ahead of the curve than the gurus doing courses on Threads.
In today's email:
🧠 Strategy: Creating a Plan for New Clients
🎁 Gift: Game Plan Presentation Template
🖼 Template: Exercise Variation Video
🧠 STRATEGY
Creating a Plan for New Clients

Hooray! You’ve signed up a new client and you’ve finished onboarding them.
But now it's over to you as a coach to create a plan to get them excited and moving forward.
As personal trainers, it’s easy to create a programme or get someone to track their calories but the actual client experience often gets overlooked.
So how exactly do you create a journey that is clear and guaranteed to get results?
The “Game Plan Session” sets the expectations and gets your clients looking forward.
Just like Tom Cruise needs a mission, your clients need to know where to channel their attention.
Otherwise they’ll self-destruct and you’ll lose money in the long-run.
Here’s how to deliver a great first coaching session:
1. Create deadlines
People need a window of time to work on their goals.
This is something we realised recently and it changed the game for us (and our clients got more results).
We focus on 8-week cycles.
This allows us to regroup every 2 months with our trainers to review past projects and set goals for the future.
What’s great about this is that it removes any room for procrastination and only focuses on the tasks that matter NOW.
2. Design a roadmap
As much as your clients need measurable goals, they also need to know what to spend their time doing.
Usually whenever someone gets overwhelmed it’s because they have lost confidence in what to do next.
Your coaching roadmap details the most important milestones into one nice-looking table so your clients stay on track. (More info on this here)
3. The 4 big levers
Once your client is aware of what they need to focus on next, help them break down their next project into 4 actions.
Adding a constraint to the tasks required streamlines focus to only the needle-movers that’ll build momentum.
Our mentor once told us that clients only leave because they run out of future.
So as long as you’re always giving them a plan to work on, they’ll always stay engaged.
To make your Game Plan session super profesh right from the off, we have a presentation template below to roll new clients through.
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🎁 FREE GIFT
Game Plan Presentation Template
Get your new clients excited with this clear and simple presentation template. Follow our training in Trainer Crew for ideas on how to fill this out with clients.

📲 QUICK HITS
Fitness Business News
Digital Health Funding Continues Downward Trend
Apple Readies Health Features for AirPods
Kevin Hart's VitaHustle®, Now Available Nationwide at Walmart
Russell Okung’s Extreme Fasting Plan (Documented)
🖼 TEMPLATE
Exercise Variation Video
Most workout videos are hard to follow, especially when someone is in the gym and they have to scroll back and forth. Why not include all movement variations on one video? This template will help you do that.

That's a wrap for today. Stay sweaty & see ya next week! If you want more, be sure to follow our Instagram (@themediabros)
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