7 Tips for Getting Organized and Streamlining Your Workflow with Everfit
4 min read

7 Tips for Getting Organized and Streamlining Your Workflow with Everfit

Everfit Team
Mar 31, 2023 4 min read

Spring is here, and with it comes renewed energy and a desire for a fresh start. As a fitness coach, now is the perfect time to “spring clean” your coaching business, and Everfit is here to help you get organized and streamline your workflow. Here are some tips for getting started:

1. Clean up Your Client List

Regularly reviewing and updating your client list can greatly enhance your service and communication with existing clients, ideally every quarter. This ensures that reminders, updates, and important information are sent to the right people at the right time.

To clean up your client list effectively with Everfit, you can:

  • Use default client segments such as “connected,” “pending,” “offline,” “need attention,” and “waiting activation” to sort clients quickly.
  • Create custom segments to target specific client groups with tailored messages or promotions.
  • Archive inactive clients to remove them from your active list while still having access to their information.
  • Remove any duplicate client entries to maintain an accurate and up-to-date list.

2. Reset the client’s training goals

Regularly reviewing and resetting clients’ goals helps you ensure that your clients stay engaged, committed, and achieve desired results. 

  • Evaluate Current Goals: Assess if the current goals are still relevant and feasible, considering any changes in the client’s lifestyle, fitness level, or health status.
  • Identify New Goals: Collaborate with clients to identify specific, measurable, and achievable goals based on their current needs and desires.

3. Automate Your Communication

Automating your communication with clients can greatly improve your productivity as a personal trainer. Use auto-messaging and push notifications to set up reminders for appointments and workouts, freeing up time for quality training. Consistent updates help build trust, increase satisfaction, and improve retention rates. Automated messaging also ensures accountability, keeping clients motivated and committed to their fitness journey.

4. Customize Your Branding

Customizing your branding is an essential step in creating a professional and recognizable coaching business. With Everfit’s custom branding features, you can make your business stand out and create a more cohesive brand image.

One way to do this is by delivering a welcome onboarding video to new clients. This personalized introduction can help establish a connection and build trust with your clients from the start. Additionally, by matching the color scheme to your branding throughout the app, you can create a more consistent and recognizable visual identity.

Custom branding can also help you to differentiate yourself from other personal trainers and stand out in a crowded market. By creating a strong and consistent brand image, you can attract more clients and build a reputation as a trusted and reliable coach.

5. Streamline Your Workflow with Forms and Questionnaires

With Everfit’s forms and questionnaires feature, you can streamline your workflow and gather essential information from clients with ease. By sending out these forms and questionnaires to clients before their initial consultation, you can save time during the session and focus on providing personalized coaching.

These forms and questionnaires can also be used to update information on an ongoing basis, allowing you to track your clients’ progress and adjust their coaching plans accordingly. By having all of this information in one place, you can stay organized and provide better guidance to your clients.

In addition, using forms and questionnaires can help to ensure that you have all of the necessary information about a client’s health history, injuries, and fitness goals. This allows you to create a more personalized coaching plan that takes into account any potential limitations or health concerns.

6. Launch Low-Touch Training Subscriptions

Low-touch training subscriptions can be a great addition to your personal training business, especially in the spring when many people are looking to get in shape for the summer. By offering on-demand workout collections, you can cater to a wider audience who may not be able to commit to traditional in-person training sessions.

With Everfit, launching low-touch training subscriptions is easy. You can create a variety of workout collections that cater to different fitness levels and goals, and offer them at different price points to suit your clients’ budgets.

Not only does this provide more flexible training options for your clients, but it also allows you to reach a wider audience and increase your revenue streams. By offering low-touch subscriptions, you can create a more sustainable and scalable business model that can help you grow your coaching business in the long term.

Moreover, low-touch subscriptions can be a great way to attract and retain new clients, as well as to offer more value to your existing clients. By providing access to on-demand workout collections, you can ensure that your clients always have access to quality training resources, no matter where they are or what their schedule looks like.

7. Take Advantage of Everfit’s Tracking and Reporting Features 

One of the key benefits of using Everfit is the ability to track various aspects of your client’s health and fitness journey, including macros, mood, steps, sleep, and workouts. By monitoring these metrics, you can get a better understanding of your client’s habits and make informed decisions about their training and nutrition plans.

Additionally, Everfit’s reporting features make it easy to analyze your clients’ progress over time and identify areas for improvement. This can help you provide more targeted and effective coaching, leading to better results for your clients.

Get your fitness business organized today! 

Spring is the perfect time to declutter and streamline your coaching business for the new season. With Everfit’s tools and features, you can simplify your workflow, automate client communication, and enhance their overall experience. Sign up for a 30-day free trial and discover the positive impact a well-organized and efficient coaching business can have on your success.

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