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Proposal

The Earn It All "Experience"

Created on November 11, 2022
Valid until November 15, 2022
Version 2

Trainerize has now made it possible to save millions and millions of dollars by white-labeling a world class virtual personal training app. I couldn't be prouder than to partner with their community to make a global impact on the health and fitness industry.

It is bar none the best way to deliver workout, habit and nutrition programs to your clients. 

However,

I wouldn't ask Trainerize to do ALL the functions a high-powered, global fitness brand needs to do to be successful. So for the first time ever in the history of the world...

The best-in-class virtual fitness training software has completely opened its ecosystem up so that we can seamlessly use best-in-class tools for all the other needs your company has.

What lies below is not a list of automations I can put together on your behalf. It is the key to unlocking a completely customized software to run virtually every part of your business. You will be delivering a world class "experience." to your clients.

I do not know of anyone who has systems as effective and impressive as what I am offering to build for you. And because I will be leveraging other software, you will pay meager pennies on the dollar of what you would spend to build a software from scratch that can compete with what I'm offering below.

If you want to get a ton of word of mouth referrals, you need to give people something to talk about. Get ready to redefine what's possible.

01

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 ActiveCampaign, Trainerize, and a Google sheet database.
  • Create custom fields, tags and lists for contact segmentation.
  • Serious entrepreneurs store information such as:
  • Products purchased, gender, equipment access, etc
  • You'll thank me when we are able to use this data for targeted email marketing campaigns down the road. 😉
  • 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.
  • Auto-assign each client 1 of 5 habits based on their questionnaire responses.
  • Auto-assign macros in Trainerize based on their questionnaire responses.
  • Auto-assign each client 1 of up to 48 meal plans based on their questionnaire responses. (meal plans to be built by Earn It All)
  • Create a system that will create and auto-assign the client to a Trainerize group. These groups cap out at 1000, but with our system you won't lift a finger to scale group creation and assignment for any of your clients.
  • Set Trainerize messaging access (1 or 2-way messaging).
  • Add all health questionnaire responses to a Google sheet database.
  • Collect legally binding signatures (Legal verbiage to be provided by Earn It All).

02

Affiliate Management

  • We will set up a full affiliate tracking set-up using LeadDyno
  • Your affiliates will have an easy way to register, track commissions and receive payouts through their Paypal account.
  • They will be able to easily share landing page links and discount codes to help grow your program to its fullest potential.

03

Automated Subscription Management

Managing subscriptions can be one of the worst time-and-positivity vampires for online fitness professionals! It is often taken for granted how complex it can be to set up and manage your subscriptions. Here are the components of a successful and fully automated subscription setup.

  • It starts with a clean check-out system. We will have your checkout flow setup on your Shopify store
  • Then, clients need to be able to do 4 key things:
  • Update their billing/payment info. They need a way to add, remove, and update credit cards in order to minimize failed payments.
  • Pause their subscription. This is optional, some trainers allow clients to pause their subscription, some do not - you get to decide.
  • Cancel their subscription. Let clients cancel their own subscriptions so you don't have to bother processing cancellations.
  • View their invoice/payment history.
  • To accomplish these outcomes, we will utilize your Shopify store and will just need to use a subscription plugin. Clients can login securely and manage their subscription on their own time, without ever contacting you for support.
  • Finally, we need to create automations that will gate access to your services based on a client's payment status:
  • When a client pauses their subscription, they will be deactivated in Trainerize
  • When a client cancels their subscription, they will be deactivated in Trainerize at the end of their billing cycle
  • When a client's payment fails, they will be notified and prompted to update their payment method. If a payment fails 3 times in a row, their subscription will be canceled.

04

Full VIP Onboarding

We have tutorials and will make custom videos on how to use everything we supply for you.

  • What is the point of having a Ferrari if you don’t know how to drive it??

We have an active support system, where you will be able to ping us from our website whenever you have questions.

The last thing we want to do is build all of this then not have you be comfortable enough to execute your vision.

05

Not Included

  • Fitness Marketing Machine Data Plan - It is usage based. Starts at $99/Month. Scales at approximately $99 per 500 clients. This covers the cost to run your automations and troubleshoot any issues. It's either me, or payroll ;)
  • ActiveCampaign - The Plus Plan is needed for these automations. You can start a free trial here.
  • Twilio - SMS Marketing and appointment confirmations. $1/month per dedicated phone number and approximately 1 penny per text.

06

Next Steps

  • We estimate this project will be finished within 12 weeks of your onboarding call.
  • To accept this proposal, select the services below. You will be then be redirected to complete our Service Agreement.
  • After completing the Service Agreement, we will review the products you selected and email you an invoice shortly.
  • Once payment is completed, your onboarding process will begin and a team member will get in touch to schedule your onboarding call!

Fee for consulting and all services mentioned above: $4,500

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