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Keep your leads, follow up, and next actions in one place

A Google Sheets CRM for personal trainers that helps you capture leads, track outreach, manage intro sessions, and see who needs attention next. The updated version also includes daily task email notifications, active client renewal tracking, and a take-home pay estimate.

    • Capture new leads quickly from desktop or phone and keep the relationship details in one place
    • Track outreach, tasks, intro sessions, and active client renewals so follow up does not depend on memory
    • Use the dashboard, due views, and daily email digest to see what is overdue, what is due today, and what your pipeline may be worth
Personal Trainer CRM Spreadsheet

Personal Trainer CRM Spreadsheet

$99.00 Regular Price
$79.00Sale Price
A simple CRM spreadsheet for personal trainers who want one place to track leads, follow up, intro sessions, active clients, and projected income.
 
Most trainers do not lose track because they do not care. They lose track because the details live in too many places: texts, notes, memory, and half finished reminders.
 
This CRM gives you one place to see who needs attention, what happened last, and what needs to happen next.
 
What this CRM helps you do
○ Capture new leads from your desktop or phone
○ Track each lead stage from first contact to intro session to closed won or closed lost
○ Log calls, texts, emails, notes, and follow up details
○ See who is overdue, due today, and coming up next
○ Create and review tasks so follow up does not live in your head
○ Track active clients, package value, renewal dates, and renewal follow up
○ Estimate gross pipeline, take home pipeline, active monthly revenue, and take home monthly revenue based on your commission percentage
○ Use a daily task email summary if you are using the Google Sheets automation version
 
What’s included
○ Start Here guide
○ Mobile lead entry tab
○ Leads database
○ Active client tracker
○ Touchpoint log
○ Task tracker
○ Intro session tracker
○ Dashboard
○ Overdue, Due Today, and Next 7 Days views
○ Settings tab to customize dropdowns, follow up timing, and trainer commission percentage
 
Use this if
○ You are following up from memory
○ Leads are getting lost after the first conversation
○ You want a clearer way to know who needs attention
○ You want to track intro sessions, next actions, and client renewals in one place
○ You want to see what your pipeline may actually be worth after commission
 
Before you buy
This is a spreadsheet based CRM built for trainers who want a practical starting system, not a full software platform.
 
It works best when you keep it simple, update it consistently, and use it as part of your daily follow up routine.
 
For the automation features, use the Google Sheets version and follow the setup instructions included with the file.

  • File type: Google Sheets template
    Access: Cloud based, available on any device
    Google Sheets required: Yes
    Sidebar required: Yes (one time authorization)
    Best for: Solo trainers
    Includes: Lead stages, touchpoints log, tasks and follow up views, dashboard
    Delivery: Instant digital download
    License: For individual use only. Not for resale or redistribution

How to Use it in Your Workflow

Add the lead, log what happened, and review what needs attention so follow up does not depend on memory.

Step 1: Add the lead

Enter the basic details once so the lead starts in one place with the source, stage, goal, barrier, projected value, and best contact details attached.

Step 2: Track the relationship

Log outreach, intro sessions, notes, tasks, and next actions so each conversation has somewhere to go.

Step 3: Review and follow through

Use the dashboard, due views, and daily email digest to see what is overdue, what is due today, and what is coming next.

Built for lead tracking, follow up, intro sessions, renewal reminders, and daily review

Personal Trainer CRM dashboard preview showing lead stages, active leads, follow up status, and a color coded status legend

What's Inside the CRM

A simple Google Sheets system for leads, follow up, intro sessions, tasks, active client renewals, and pipeline visibility.

Personal Trainer CRM mobile lead entry form for adding new leads from a phone

Mobile and Desktop Lead Entry

Add a lead from your phone on the gym floor or use the sidebar quick add tool when you are working from your computer.

Personal Trainer CRM spreadsheet showing lead and follow up tracking fields

Lead, Intro, and Task Tracking

Keep outreach notes, intro session outcomes, next actions, and task due dates connected to the person they belong to.

Personal Trainer CRM dashboard and due views showing follow up status and next actions

Dashboard, Renewals, and Pay Estimate

Review overdue follow up, due today tasks, projected renewal reminders, pipeline value, active monthly value, and estimated take-home pay.

Know if this is the right fit

This is meant to help you stay organized and follow through. Here is when it fits best.
Great fit if...

  • You want one place to track leads, follow up, intro sessions, and active client renewal reminders

  • You are losing track of follow up in your phone, notebook, memory, or scattered tabs

  • You want a daily review process that shows who needs attention next

  • You want to see pipeline value and estimated take-home pay without building your own spreadsheet

  • You are a solo trainer who wants a practical Google Sheets system before paying for a full CRM platform

Not ideal if...

  • You want a full software platform with two-way email marketing, texting automations, integrations, or team permissions

  • You do not want to enter or review information consistently

  • You want the tool to run your sales process for you instead of supporting your follow up

  • You need a payroll, tax, accounting, or medical documentation system

  • You manage a large team and need role-based access, advanced reporting, or enterprise CRM features

Make it a Full Client Journey

These tools work well together. Start with the conversation, use the screen to choose a better starting point, and keep follow up from getting lost.

Intro Session Worksheet

Why it pairs: Start with goals and context, then use the screen to choose the right starting plan.

Movement Assessment Worksheet

Why it pairs: Use the screen to turn what you see into priorities, safety notes, and a two week starting plan.

Trainer CRM Spreadsheet

Why it pairs: Track leads, follow ups, and status so good sessions do not turn into missed opportunities.

Questions Trainers ask before buying

Keep it simple. Here are the few things that usually matter.
What does this CRM actually track?

It tracks leads, outreach, intro sessions, tasks, follow up dates, active client renewals, projected pipeline value, and estimated take-home pay. The goal is to help you see who needs attention next without relying on memory.

Support

Instant access after checkout. If anything is off, I got you.

  • Instant download: You’ll see the download link on the confirmation screen.

  • Email receipt: The link is also sent to the email you use at checkout.

  • Can’t find it: Check spam/promotions, then search “Train the Trainer.”

  • Still stuck: Email me and I’ll get you sorted.

Questions or issues with the download 

Email: Austinrevitalizingstrength@gmail.com

Print it or fill it digitally. Use it in your next session.

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