Choose your toolkit
Pick the tool that fits the part of your process you want to strengthen next.
Intro Session Worksheet
Turn a good conversation into a clear path forward
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Format: PDF
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Best for: consults and intake
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Includes: guided prompts, clarity checkpoints, next step recommendation
Movement Assessment Worksheet
Run a simple screen that builds trust and helps you choose a smart starting plan.
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Format: PDF
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Best for: movement screening and program design
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Includes: screen flow, scoring, notes, 2 week starting plan
Trainer CRM Spreadsheet
Track leads, follow up, and your next action in one place.
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Format: Spreadsheet
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Best for: lead tracking and follow up
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Includes: pipeline stages, follow up flow, simple organization
Get the Free Checklist
Run a smoother intro session, leave with a clear path forward, and close without being pushy. Drop your email and I will send the checklist you can use in your next session.
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A repeatable flow that leads somewhere
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The key questions that create insight fast
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A simple way to connect goals to a plan that the client understands
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A close that feels human and gives the client a clear path forward
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A follow up reminder so you stay consistent
Questions Trainers Ask Before Buying
A few things that usually matter.
What is a Toolkit, exactly?
A Toolkit is a ready to use resource you can plug into your coaching right away. Think templates, worksheets, checklists, and simple tracking tools.
What formats are included?
Each product page lists the format and what is included.
Do you offer refunds?
Because these are digital downloads with instant access, refunds are not offered. If you have trouble accessing a file, reach out and I will help.
Which Toolkit should I start with?
Intro session, movement screen, or follow up. Each Toolkit supports one clear part of the client journey.
Can I use these on an iPad?
Yes. You can type into the PDFs or print them. Most trainers do both depending on the session.
Do Toolkits include scripts?
No. Toolkits give you structure and prompts so you can sound like yourself. Use what fits, leave what does not.
Do you include guidance on how to use them?
Yes. Each Toolkit includes clear directions so you can apply it in a real session.