{{gravity-field-id-4}} Proposal | Name: {{gravity-field-id-1}} | Email: {{gravity-field-id-3}} Proposal


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Building an online fitness coaching business can be challenging. From training clients to building out marketing campaigns to constantly working to maintain relationships, it can feel like there are never enough hours in the day.
With all the different systems in your business, it can be hard to make sure your customers have the best experience. 
As a fellow coach, I get it, it can be A LOT.
However, we believe that no one should feel overworked in their pursuit of building the business of their dreams.
We'll work with you to define the digital systems that you need to automate your business and provide you the time and control that you need to live the life you want. Imagine having a business that takes you fewer hours to run, comes with happier clients and puts more money into your bank account. If that sounds good to you, then you've come to the right place!
Understandably, there are a few things about business systems implementation that people take for granted today, but we’ll explain them in this section so that everything is clear.
Our goal is to create a clear, automated prospect/client journey with a high emphasis on maintaining a personal touch. 
We want to stop you from stressing about administrative needs. Excel at being the CEO of your business, not at being an administrative slave.


Scalerize Custom Marketing Automation Platform

Scalerize is a full powered marketing automation platform to rival HighLevel, ActiveCampaign, Klaviyo or Hubspot.

Coaching fitness clients while having to keep track of all the details can be a nightmare – you never know what you're forgetting and having clients dropping your services can feel like a dream smashed!

Trainerize is a fantastic online personal training software, but it isn't meant to be the only client relationship management software you'll need to be successful.

Great businesses leverage communication in multiple channels. Emails, text, social media posts and even retargeted Facebook ads can make a huge difference on how many clients you sign up and how long they stay.

Here is how we we will help you win at this game.

Your Scalerize account will come with the following features:

  • Email marketing
  • SMS text message marketing (you’ll need a Twilio account - cited below that runs less than 1 cent per text)
  • WhatsApp Automated Messages
  • Pipelines to create visual microjourneys for you to monitor and optimize every action you would like them to perform.
  • Full scale marketing automation
  • Full scale business process automation
  • Detailed contact record.
    • Store any and every bit of helpful data about your clients and let that trigger behavior based automations.
  • Contact scoring system. Every email they open or even workout they perform will award points.
    • This lets us do things like automatically ask for a testimonial after a certain amount of workouts, or share a 10% discount coupon with a contact who is reading all of your emails.)
  • Data and analytics
    • You’ll be able to look at detailed reports to see how well your marketing efforts are performing.

Most importantly, Scalerize will act as the “brains” behind almost every automation we need to trigger. You’re going to pay a fraction of what you’d pay for a competitors software, it will be fully optimized, and we’ll make sure you’re comfortable with the platform.

The education you will receive on how to use a CRM to run your business is invaluable and justifies the entire price of this proposal.

Automated Client Journey

Leave the admin work to your automations and focus on what you do best - coaching.

Creating an automated client journey ensures you don't miss any more welcome e-mails, contracts, or questionnaires which deliver valuable content and actionable items necessary for your client onboarding.
  • Add/update all clients to Scalerize (Our new Trainerize integrated CRM), Trainerize, and a Google Sheet database.
  • Create custom fields, tags and lists for contact segmentation.
  • Serious entrepreneurs store information such as:
  • Products purchased, challenge expiration date, birthdate and more.
  • You'll thank me when we are able to use this data for targeted email marketing campaigns down the road. 😉
  • We'll send them a professionally branded welcome email with a GIF in it.
  • This professionally branded confirmation email will also contain a health questionnaire and liability waiver. We will collect the form along with a legally binding e-signature. (You never can be too careful or too professional!).


  • The client will enter an automation that checks to make sure they have filled out and signed the form. They will get a couple gentle nudges until they do.
    • There is zero reason that you should have to chase people around to get documents signed.
      • We can automate the follow up until they fill out and sign the document.
      • The way we set our system up is that we will have an automation that gets triggered when they sign the form.
      • We then remove them, so they no longer get the reminder messages (ummm...awkward 🤪).We will create a visual system, so you can see who has signed and who has not.
  • We will deliver them the desired nutrition assets for your workflow (Custom meal plan, PDF nutrition guide, Trainerize Smart Meal Planner plan)
  • We will calculate and assign their macro target (Studio accounts only)
  • Auto-assign each client their workout program or suggest a specific template for the coach to manually modify and assign depending on the coach's preference 
  • Auto-assign habits based on client health questionnaire responses
  • Auto-assign specified clients to any pre-existing Trainerize groups.
  • Set Trainerize messaging access (1 or 2-way messaging)

The Onboarding Pipeline

      • We will also have a custom onboarding pipeline that will track the onboarding process for every client so no one gets stalled in the process.
      • The coach will easily know where the client is and automated follow-up will make sure nothing slips through the cracks.



Automated Prospect Pipeline

Keep track of your leads! If you prevent even one potential client from getting lost it pays for this entire system!

An automated prospect journey helps you store pertinent information about your leads so you can improve your sales game.

Create more value for your audience by tracking who actually opts-in for a lead magnet, books a call, or otherwise shows interest in your business.

  • Add all leads to Scalerize and a Google Sheets database
    • Create custom fields, tags and lists for easy contact segmentation
    • Store contact information such as lead source, consultation type, and more
  • Automated opt-in confirmation e-mails and/or texts for:
    • Calendar bookings
    • Consultation Forms
  • Automated e-mail sequences:
    • Lead nurture sequence (email content to be provided by )
    • Reminder sequences that prompt completion of forms
    • Day before and day-of-call reminders

I can almost guarantee your show ratio increasing in the next year from the text messaging alone will pay for this entire proposal.

  • Prospect Pipeline
    • Create visual stages in Scalerize to show the following:
      • New leads
      • Appointments booked
      • Day of appointment arrives
      • Showed
      • Follow-up
      • Purchased

  • You’ll love having complete control of your leads.
  • Stop feeling guilty that you are wasting time with no shows and burning money by forgetting to follow up with qualified prospects!




Automated Compliance Messaging

Trainerize Behavior Compliance Messaging

The number one reason for client turnover is lack of trainer engagement and/or lack of accountability. Even lower ticket offers can provide communication in a way that optimizes client retention.

  • We will create an automated system that checks for any clients who have not worked out in 4 days (This duration can be modified as per the trainer's request).
  • If no action is taken, the client will be sent an automated, personalized Trainerize check-in message 24 hours after the original notification.
  • We will give you an easy to implement "abort" system in the event you do not want the client to get a message (this is helpful in the case of an injured client or if they are on vacation, etc.)
  • Each time this cycle recurs the client will receive a different Trainerize message (this reduces any chance the client will suspect the check in is automated and thus drive increased compliance on their part.)
  • We will then look for the first time they work out after they get the check-in message and delay an hour or so to look authentic, then send them an automated message to encourage them that you saw they got back on their program.
  • This system is pure gold for retention and referrals. Your clients will very likely make comments on how much they appreciate your attentiveness.

I have personally had clients tell me the reason they signed up was because I cared so much about their friends/family members and checked in on them when they lost workout consistency.


Automated Weekly Check-in Form System

Want to provide a high-touch product without touching any buttons? Create & send recurring check-ins and progress reports that highlight your client's journey.

  • Recurring check-in forms delivered via email and/or Trainerize.
  • Responses can be easily viewed via your inbox or Google sheet database.
  • We can keep calculations on client compliance percentage at both the individual client level and all clients aggregated as a whole.
  • Gentle nudge system that reminds clients who haven’t done so, to fill out the form. Let us set up a system that minimizes time wasting activities like chasing clients around for check-in forms.

Send weekly screenshots of their current progress and create even MORE client transformations.

Custom Database App
• Table that will allow you to see all responses for a particular week.
• All response history for a client of your choosing.
• A couple charts/graphs that show trends of the "rating" fields we use in the form.
• (For example, we can set up a pie chart that shows what percentage of clients
answer with what rating number over time).
• Track client completion percentage in a widget in the app that will let you show
your clients that you are tracking their consistency.
• Screenshot this when you give a client feedback, and you'll watch your
compliance improve with much less coaching effort on your part.



"People play the game differently when they know you're keeping score."

One Time Pricing Table

Product Name Price
Scalerize and Automated Client Journey $1500 / One Time
Automated Prospect Journey $750 / One time
Automated Compliance Messaging $450 / One time
Automated Weekly Check-in System $750 / One time
Total One Time Cost $3150

Other Costs

Recurring monthly payments

  • Fitness Marketing Machine Hosting & Data Plan -
    • Your web hosting / software subscription amount is $99 per month. This will start at the same time the project does as all properties will live on their permanent server.
    • Fitness Marketing Machine Data Plan - an additional $50 per month (when the project goes live)
      • This is an extremely aggressive price point for what I am offering. ClickFunnels and a lowest tier Zapier plan alone are $130. This is a once in a lifetime early adopter rate that we will honor for as long as you maintain your subscription with us. The only price increase you will get is based on your email subscribers. Should you go over 10,000 emails sent per month. We will just pass the miniscule cost from Postmark who sends our emails from their service. Their pricing can be found here.
    • This covers all of the software I mentioned in the proposal, the data needed to run your automations (Think of me as replacing Zapier, TypeForm, Docusign, ClickFunnels, Calendly, etc. You won't need to pay for Zapier or any software like that as all this is included in the subscription.)

This includes the following software that will all work together seamlessly in concert:

Software Function
Scalerize CRM / Marketing Automation
Amelia Booking Calendar
Formaloo Beautiful Forms
WP e-Signature Collect legally binding e-signatures
Thrive Architect Landing Page Builder


Online Store / Shopping Cart / Subscriptions

Not Included

  • Twilio (Text Automation) - $1/month per phone number and + $.005 per text. This is an optional service we recommend if you want to send automated texts.
    • We will walk you through getting a Twilio account and adding us as admins so we can use SMS campaigns - specifically consultation reminders.

Next Steps

  • We estimate this project will be finished within 12 weeks of your onboarding call.
  • If you are interested in the Automated Client Journey alone or in combination with the other products, then feel free to accept the proposal.
  • To accept this proposal, please accept and sign this document. 
  • Please read through our Service Agreement below before doing so.
  • You'll be redirected to a check-out page to choose which products (if any) that you would like to add to the Automated Client Journey. There are simple check boxes so you can get invoiced the correct amount. Upon completion of that product, you will be redirected to a page to confirm your software / hosting subscription with a single click. This is for the $99 per month. The other $50 won't get added to the subscription until the project automations go live or the end of the estimated project timeline (In case we are waiting on deliverables from you).
  • Once we have received payment you'll be reached out to schedule your onboarding meeting. Give us a few days to reach out for this.
  • You'll receive further instructions at the meeting for launching this amazing project!

If you have any questions about the services we have proposed, don’t hesitate to contact us at



Service Agreement


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Signed by Michael Montefusco
Signed On: 09/18/2023

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Document name: {{gravity-field-id-4}} Proposal | Name: {{gravity-field-id-1}} | Email: {{gravity-field-id-3}} Proposal
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09/14/2023 12:23 am EDT{{gravity-field-id-4}} Proposal | Name: {{gravity-field-id-1}} | Email: {{gravity-field-id-3}} Proposal Uploaded by Michael Montefusco - mike@fitnessmarketingmachine.net IP