The Onboarding Call

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In today's email:

🧠 Strategy: The Onboarding Call
🎁 Gift: Onboarding Call Worksheets
🖼 Template: “Welcome” Stories Post

🧠 STRATEGY

The Onboarding Call

So you’ve signed up a client? Congrats. Good job. Kudos to you. But now what?

Onboarding new clients can make or break your PT business.

Get it wrong and your programme becomes more of an anticlimax than James Corden in Cats.

But get it right, and your new clients will embark on a journey they’ll never forget.

Why is an onboarding call important?

The first call with your client is probably the most important conversation you’ll ever have.

You’re under the spotlight and you want to give a performance worth sticking around for. So let’s make it irresistible.

After all, we don’t want your personal training turning into a Nickleback song.

Nor do we want anyone becoming too overwhelmed that they start regretting the choice they’ve made.

Here are 5 steps to leading an unforgettable onboarding session:

(Note: This can be applied for offline and online personal trainers)

1. Agenda & goals. Don’t coast through the conversation. Make it clear what you’re going to achieve together. This excites your new client!
   

2. Roadmap. Clients will always be clients if they have a future in front of them. Let them know what’s to come. (Click here to create your coaching roadmap)
   

3. Support. Ever had a client message you after hours? That’s your fault (sorry). Make them aware of the support options at the start. That way, they’ll never argue and you’ll get your weekends back.
   

4. Current Reality & Future Vision. Dig deep into what life looks like today compared to what life will look like in the future.
   

5. Next 3 Steps. Don’t ask too much of your client at the beginning. They’ve already made a huge investment so don’t get them to start watching hours of boring content. Instead, decide the most important 3 steps and make it simple for them to action.

If you include these pieces in your onboarding call, your new clients will know how to get the most out of your coaching and will more likely hit their goals.

Plus you’ll set expectations early so they don’t become a pain the arse. Everyone’s a winner.

🎁 FREE GIFT

Onboarding Worksheets

If you want a simple onboarding structure you can repeat again and again, these customisable worksheets will help you.

Whether you’re an online coach or an in-person trainer, you can fill these pages in with your new client.

📲 QUICK HITS

Social updates

• Instagram’s testing a new ‘Top 3’ sticker for stories

• UK bans TikTok on government devices

• Twitter adds Tweet Bookmark count to details view

• YouTube creators now able to select a thumbnail for their Shorts

• Google adds AI to gmail, docs, slides and more

🖼 TEMPLATE

“Welcome” Stories Post

Rave about your new clients and announce it to the world! If you post this every time someone joins your programme, you’ll create some healthy FOMO.

🤡 MEME OF THE WEEK

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