Toolkits
Ready to use tools you can bring into your next session. Use them to ask better questions, notice what matters, and build a plan that fits the client in front of you.
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Use a clear structure without sounding scripted
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Notice the information that affects the plan
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Follow up without holding everything in your head
Choose your toolkit
Pick the tool that fits the part of your process you want to strengthen next.
Intro Session Worksheet
Use this when your consults feel scattered or you want a better way to understand why the client is there.
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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
Use this when you want a simple screen that helps you notice how the client moves and choose a better starting point.
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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
Use this when you need one place to track leads, follow up, and the next action.
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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
Use the free checklist to guide your next intro session. It gives you a simple flow so you can slow down, understand why the client is there, and leave with a clearer path forward.
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A simple intro session flow you can follow without reading a script
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Questions that help you understand the client’s goal, why now, and what is getting in the way
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A way to connect the conversation back to the plan
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A calmer recommendation moment
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A follow up reminder so the next step does not get lost
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?
Start with the Intro Session Worksheet if your consults feel scattered. Choose the Movement Assessment Worksheet if you want a clearer screen. Choose the CRM if follow up is the part you want to organize first.
Can I use these on an iPad?
Some tools can be used digitally, and all of them can be printed. Check each product page for the exact format before buying.
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.