Onboarding a New Client PDF

Booking a New Client Name: Matthew Williamson Date: 22/06/2024 Title Onboarding a New Client Walk client out having them say goodbye to 12 FINISH START...

Booking a New Client Name: Matthew Williamson Date: 22/06/2024 Title Onboarding a New Client Walk client out having them say goodbye to 12 FINISH START 1 Confirm booking time other coaches with client via Email, phone or text. Collect Improvement Ideas Email or Phone # Who: Who: 1st Point of Contact 2.0. "initial consultation " link can be found inside the app. Accounts Links - Booking - Select Service - Initial Consult Email "Initial Confirm next booking 11 - Copy Booking Link Below. 2 on our end. Assign Consult" link after designated coach. 3.0. is important to make sure the assuring available client has booked in and paid for the time. available spot that we found for them Who: Assigned Coach during communication. 5.0: Take the time to explain the basic principles of what training will look Schedule email for 6am the Have client book in 10 3 following day. Thanking their next session. like for that given goal. them for contact & if any Guiding through Things like, the exercises, the reps, the additional help is required package selection. weekly structure & pre/post testing. Who: Assigned Coach 6.0: Describe to the client about how Who 1st Point of Contact adjusting their lifestyle will marry up to their training goals. Why 8 hours sleep is important, why stress is important, viability of training days. Greet Client @ Door Explain next step is 9 4 program design + 7.0: Calculate TDEE. Use online testing. For first calculator. Describe the important of bathrooms and take session eating maintenance, why a deficit and upstairs why a surplus are important. Who: Assigned Coach Guide client through downloading the app & 8 5 Complete “Goals change their password 7 6 Section”. Give overview in the back end. of what training will look like initially Who: Assigned Coach Nutrition. Calculate Lifestyle section = TDEE (Online) Give Advice on sleep, Advice training frequency & stress. Who: Assigned Coach Who: Assigned Coach  ONBOARDING CHECK LIST □ Contacted client and confirmed an available time on our schedule Text, Email, Phone call □ Collected email and emailed link to book available time. □ Scheduled a follow up email for 6am the following day asking if there were any follow up questions about booking agreed upon time □ Gave gym tour & introduced to each of the coaches □ Completed goals, lifestyle and nutrition section of initial consultation (or reviewed pre-filled out initial consultation) Giving an outlook of what WE can do for the client to help achieve their goals □ Explained the next step is a testing and first session walk through □ Described the available training options and helped the client understand which would suit them best □ Guided client through downloading the app from the app store, allowed them to change their password on the back end of our app. □ Guided client through booking their OWN next training session and signing up to the package of their choosing. □ Walk client out of the gym saying goodbye to other coaches and notifying them what they have signed up for & the goal. E.G “Hey Marc this is Matt, he has signed up for 1 on 1 training. He is going to train to bench 200kg this year!” □ Walk client out thanking them again for coming by. See you next week @ “time of next session”