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Proposal

Zero Doubt Club

Created on October 28, 2022
Valid until November 8, 2022
Version 1

01

Automated Prospect Journey

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

  • Add all leads to ActiveCampaign and Google sheet 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

Text message reminders alone will increase your show rate significantly!

  • Lead nurture sequence (email content to be provided by Zero Doubt Club)
  • Prospect Pipeline
  • Create visual stages in ActiveCampaign to show the following:
  • New leads
  • Appointments booked
  • Showed
  • Follow-up
  • Purchased
  • Google sheets analytics to show your key conversion metrics

02

Trainerize Online Training Tracker 

“If you’re not assessing, then you’re just guessing”

Value proposition:

All great organizations realize that they can’t properly reach their goals unless they know exactly where they are at.

This service will not only give you a hyper-accurate view of your client and coaching KPI’s, but it will also save bandwidth by being able to see all client logistics at a glance.

Deliverables

  • This entire set-up will live under lock and key inside your personalized website.
  • You’ll be on-brand on every page and ooze professionalism.
  • This product will have 7 main table sections:

1. Client Tracking

  • Training Program Name, Start Date & Expiration Date
  • Custom Goal
  • Weight Goal
  • Nutrition Goal
  • Total Goals Hit
  • Last Workout Date
  • Total Workout Tally
  • Current Habit Name, Start Date & Expiration Date
  • Total Habit Tally
  • Last Nutrition Compliance Date
  • Total Nutrition Compliance Tally
  • Date Of Last Progress Photos Uploaded
  • All Body Stats Info Including Aggregate Changes
  • Sleep, Steps, Calories
  • Last Messaged Date
  • And more…!

2. Coach Performance & Client Activity

  • We will aggregate each trainers’ clients so they can monitor their efficacy as a coach.
  • Retention rates and cumulative client metrics will give your team a powerful tool to gamify and celebrate their efforts!

3. Activity Tracking

  • View client’s activity over time, broken down by cardio, workouts, habits, sleep, calories burned, and nutrition logged.
  • Graphs can be filtered to view all clients or a single client at a time, and can be filtered between date ranges

4. Activity Log

  • View a timestamped log of all of a client’s activity each day
  • The table below will show nutrition logged each day

5. Messages Log

  • View a timestamped log of all messages received from and sent to your clients!

6. Deactivated Clients

  • See a list of all your deactivated clients with the date they were deactivated

7. Admin’s Report

  • An overview of metrics across the whole business, including data on retention. This page is only accessible by the account owner, not individual trainers.
Table Of Contents
Automated Prospect Journey
Trainerize Online Training Tracker