J. Lim, personal trainer
Streamlined client management for personal trainers
J. Lim, a dedicated personal trainer, struggled to keep up with a rapidly growing clientele. He found himself overwhelmed by administrative tasks such as onboarding new clients, tracking progress, scheduling sessions, and sending invoices. We built a centralized spreadsheet system that integrated the bulk of these manual processes as part of an entire automated system, allowing him to focus on what he does best: helping clients achieve their fitness goals.
OUR APPROACH
One spreadsheet, Zero worries
As with most independent personal trainers, J. Lim had to handle everything from client onboarding to progress tracking to payments on his own. To streamline his business, we created a holistic solution that simplifies each step of the client journey.
Myth: Automating means losing the human touch
In reality, automating gives you more of a human touch. By automating routine tasks, you free up more time to provide personal attention, whether it's a quick check-in, a customized program, or a motivating conversation.
Myth: Independent personal trainers can’t scale their businesses beyond a certain point
In reality, by leveraging a centralized, automated client management system, personal trainers can streamline their operations, improve client satisfaction, and comfortably manage more clients.
1. Consultation
We began by understanding J. Lim’s unique challenges faced and worries as a personal trainer, identifying bottlenecks that our systems could help resolve.
2. Implementation
Then, we designing a centralized spreadsheet integrated with online forms and a payment processor, systematically addressing each of the pain points in J. Lim's personal training workflow.
3. Cost savings & efficiency
Data consolidation and automation led to a more consistent experience for his clients, and laid the foundation so he can scale his personal training business
SEE IT IN ACTION
Simplifying client management at scale
If you want to expand your personal training business, you can’t do it with ad-hoc spreadsheets and manual processes. By adopting a structured, automated system, J. Lim was able to significantly reduce his administrative burden, freeing up time to create a more consistent experience for every client.
Seamless client onboarding
Automated billing
Centralised dashboard