Proposal

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Version 1

Cardiac Rehab Landing Page

Custom-built landing page similar to https://fitforgolf.blog
Direct access to our professional copywriter and web design team
Checkout system so customers can purchase seamlessly from your site
Landing page can be synced with a QR code for easy marketability

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.

When a customer purchase your Cardiac Rehab product, we will add the contact to Trainerize, ActiveCampaign, and a Google sheet database.
We will create custom fields, tags and lists for contact segmentation. This means you'll have information on all your contacts when it comes to what products they've purchased, what equipment access they have, what their goals are, etc. This is amazing for targeted email marketing campaigns down the road.
We will send an automated Welcome Email with any onboarding information you need to deliver, as well as a professionally branded health questionnaire and legally-binding liability waiver.

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. We will store all questionnaire responses in a Google Sheet database for you.
Once they complete the form, they will receive their training program and macro goals (if desired).

We can auto-assign each client a habit of their choice based on their questionnaire responses (if desired).
Auto-assign to desired Trainerize groups.
Set Trainerize messaging access (1 or 2-way messaging).

Cardiac Rehab Workbook - Email Delivery

We will set up an automated email sequence to go alongside your Trainerize messages in order to deliver the Cardiac Rehab learning content.

When a purchase is made, contacts will enter an automation in ActiveCampaign.
We will delay the delivery of all your content to match the training program schedule so they get the right information at the right time in the right place.
If a client selects that they are "Trying To Quite Smoking", we will send those clients additional information that pertains only to them.

Add-On Program Delivery

For clients who want additional programs for Stretching, No Equipment, etc

We will create a professionally-branded form where clients can opt-in to the add-on programs of their choice without having to contact your team.
They will simply select which programs they want delivered, and our automation will take their responses and integrate with Trainerize.
If the contact is not already in Trainerize, we will add them to the app and then deliver their add-on program.
If they are a current client in Trainerize, we will simply add the program(s) they selected.
We can send the client a message in Trainerize with instructions on how to use their new program(s).

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 landing page for the Cardiac Rehab program.

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 build your own Stripe-hosted Customer Portal. 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.

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.

Not Included

Fitness Marketing Machine Hosting & Data Plan - Starts at $59/month. This covers the cost to run your automations and troubleshoot any issues.
ActiveCampaign (Email Automation) - Starts at $9/month for the Lite plan. However, we highly recommend the Plus plan which starts at $49/month. You can start a free trial here.
Twilio (Text Automation) - $1/month + $.005 per text. This is an optional service we recommend if you want to send automated texts.

Next Steps

We estimate this project will be finished within 12 weeks of your onboarding call.
To accept this proposal, please check all the boxes of the products you are approving in the pricing table below, then click "Accept Proposal".

If you check the prepay box, we will include 5% off the invoice sent to you
If you do not check it, you will be billed 50% of the amount up front, then 50% upon project delivery

You will be redirected to sign our Service Agreement.
Once completed, we will send you an invoice to your inbox shortly.
Once payment is completed, your onboarding process will begin and a team member will get in touch to schedule your onboarding call.