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Keep your leads, follow up, and next steps organized

A practical CRM for personal trainers that helps you capture leads, track outreach, manage intro sessions, and stay on top of follow up in one place.

    • Capture new leads quickly from desktop or phone and keep all lead details in one clear database
    • Track touchpoints, tasks, intro sessions, and next follow up dates so you always know what needs attention
    • Use the dashboard and due views to see overdue follow up, what is due today, and what is coming next
Personal Trainer CRM: Lead Tracking + Follow Up System

Personal Trainer CRM: Lead Tracking + Follow Up System

$99.00 Regular Price
$79.00Sale Price
You do not need a more complicated system. You need a follow up process you will actually use.
 
This CRM was built for personal trainers who want one place to capture leads, track conversations, and know exactly who needs a follow up today without relying on memory, sticky notes, or “I’ll get to it later.”
 
It is clear, structured, and built to help you stay consistent with the people already in your pipeline.
 
What this CRM helps you do
  • Capture leads quickly with a built in sidebar quick add
  • Track each lead stage clearly so nothing gets missed
  • Log touchpoints and notes without digging through texts
  • See who is overdue, due today, and coming up next
  • Follow a repeatable daily workflow so you know your best next step
 
Lead stages included
  • New (not contacted)
  • Attempted contact
  • Connected
  • Intro scheduled
  • Intro completed
  • Offer presented
  • Closed won
  • Closed lost
  • Nurture
 
What’s included
  • A Google Sheets CRM system with:
  • Start Here setup and usage guidance
  • Sidebar quick add lead tool for fast entry
  • Lead pipeline tracking with stages
  • Touchpoint log for outreach and notes
  • Task and follow up views so you always know the next action
  • Simple dashboard view for pipeline clarity
 
Important notes (read before purchase)
  • Google Sheets required
  • You will complete a one time authorization to enable the sidebar
  • Designed for solo use (single user system)
  • Best used with a fresh pipeline setup

  • 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

Capture the lead, track the next action, and stay clear on what needs attention without holding it all in your head.

Step 1: Add the lead

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

Step 2: Track outreach and intro sessions

Log touchpoints, tasks, and intro outcomes so each conversation leads to a clear next action instead of getting lost.

Step 3: Review what needs attention

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

Built for lead tracking, follow up, and intro session management

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 system to add leads, track follow up, and see what needs attention next without holding it all in your head.

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

Mobile Lead Entry

Add a lead quickly from your phone with the core details you need so the person gets into your system right away.

Personal Trainer CRM spreadsheet showing lead and follow up tracking fields

Lead and Follow Up Tracking

Keep leads, touchpoints, tasks, and intro session notes connected so each conversation leads to a clear next action.

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

Dashboard and Due Views

Review pipeline value, lead stages, overdue follow up, what is due today, and what is coming in the next 7 days.

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, and intro session outcomes  

  • You need a simple system that helps you see what needs attention next  

  • You want your notes, touchpoints, and tasks tied to the actual relationship  

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

  • You want a cleaner workflow without paying for a full sales platform

Not ideal if...

  • You want a fully automated CRM with emails, pipelines, and integrations built in  

  • You do not want to enter or review information consistently  

  • You are looking for a marketing platform more than a follow up system  

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

  • You do not really need lead tracking, task management, or intro session follow up

Make it a Full Client Journey

These tools work best together. Close with clarity, deliver a clean plan, and keep your pipeline organized.

Intro Session Worksheet

Movement Assessment Worksheet

Trainer CRM Spreadsheet

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

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

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.

Is this meant to replace coaching judgment?

No. Like the other tools, it is there to support clear decisions and consistent follow through. It gives you structure so good sessions do not turn into missed opportunities.

Is this meant to replace coaching judgment?

No. Like the other tools, it is there to support clear decisions and consistent follow through. It gives you structure so good sessions do not turn into missed opportunities.

Is this meant to replace coaching judgment?

No. Like the other tools, it is there to support clear decisions and consistent follow through. It gives you structure so good sessions do not turn into missed opportunities.

Is this meant to replace coaching judgment?

No. Like the other tools, it is there to support clear decisions and consistent follow through. It gives you structure so good sessions do not turn into missed opportunities.

Is this meant to replace coaching judgment?

No. Like the other tools, it is there to support clear decisions and consistent follow through. It gives you structure so good sessions do not turn into missed opportunities.

Is this meant to replace coaching judgment?

No. Like the other tools, it is there to support clear decisions and consistent follow through. It gives you structure so good sessions do not turn into missed opportunities.

Is this meant to replace coaching judgment?

No. Like the other tools, it is there to support clear decisions and consistent follow through. It gives you structure so good sessions do not turn into missed opportunities.

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:

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

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