Fill classes, retain members and run the business side without a spreadsheet.
For independent personal trainers and boutique studio owners.
What this fixes
- Trial sessions convert badly because nobody follows up properly → A trial-to-member conversion sequence that works while you train
- Membership renewals are forgotten until the member cancels → Programme templates you can adapt in two minutes
- Programme design gets rebuilt from scratch every time → Renewal and cancellation-save flows that run on a calendar
- Class attendance and no-shows are invisible → Live attendance and revenue views per class
The flow it implements
- Enquiry — SOP, checklist and templates included
- Trial — SOP, checklist and templates included
- Onboarding — SOP, checklist and templates included
- Programme — SOP, checklist and templates included
- Check-ins — SOP, checklist and templates included
- Renewal — SOP, checklist and templates included
- Win-back — SOP, checklist and templates included
The numbers you track
| Metric | Definition | Formula |
|---|---|---|
| Trial conversion % | Trials that became paying members | members_from_trials / trials_held |
| Member retention % | Members active at month end vs month start | active_members_month_end / active_members_month_start |
| Class fill rate % | Average occupancy across classes | total_attendance / total_capacity |
| Revenue per member $ | Average monthly revenue per member | monthly_revenue / active_members |
What's in the download
Notion workspace
Importable databases (clients, pipeline, tasks, playbooks, notes) plus the schema to set up the rest in 25 minutes.
Sheets trackers
Pipeline, client scorecard and capacity trackers with live formulas. Open in Sheets or Excel.
Every document
Proposal, agreement, onboarding checklist, weekly report, monthly report, offboarding — plus one SOP per stage (7 in total).
AI prompt pack
4 prompts tuned for fitness work, with the variables and the rules that keep output specific.
Automations
Five automations described trigger-by-trigger, a setup guide for Make, Zapier and GitHub Actions, and a working script.
Reference
Metrics dictionary, glossary, troubleshooting guide for when the system is not being used.
Setup takes 15 minutes
- Import
pipeline-tracker.csvinto Google Sheets and delete the example rows. - Copy the three documents you send most often and replace the
{{placeholders}}. - Import
tasks.csvas your checklist, then add your first real client.
Questions
Is this legal or professional advice?
No. These are operational templates. The documents in the pack are drafting aids and must be reviewed for your jurisdiction before you rely on them.
Do I need Notion or Google Sheets?
No. Every file opens in any spreadsheet app, and the docs are plain Markdown and CSV. Notion and Sheets are conveniences.
What if it does not fit my business?
Edit it. That is the point. If you need a different vertical, ask for it — requests drive what gets built next.
Can I use it for unlimited clients?
Yes. One purchase, unlimited client use, permanently.
What if I want a refund?
Email campbelltrdbaja@gmail.com within 14 days. We do not ask why.
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