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Proposal

Wittmer Performance

Created on October 19, 2022
Valid until November 1, 2022
Version 1

01

Eatthismuch Automation

  • When a client signs up, we will create a meal plan in Eatthismuch that is personalized to their needs and preferences based on their onboarding form responses.
  • We will automatically remove the Eatthismuch logo from the PDF.
  • After their meal plan is created, we will delay 24 hours and then upload the meal plan to their Trainerize profile.
  • We will create an "Update Your Meal Plan" form that they can fill out at any time to update their food preferences.

02

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. 😉
  • 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.
  • Auto-assign each client 1 of 5 habits based on their questionnaire responses. (requires Trainerize Studio account)
  • Auto-assign to desired Trainerize groups.
  • Set Trainerize messaging access (1 or 2-way messaging).
  • Add all health questionnaire responses to a Google sheet database.

03

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.

04

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.

05

Engagement-Focused Membership Site

  • Client access management system synced with WooCommerce or Stripe store/subscriptions.
  • Easy to use drag and drop course builder (Headings, Lessons, Topics) all organized the way you want it.
  • Fully password-protected content.
  • Gather insightful data on your clients to personalize your automated content through questionnaires, surveys and quizzes.
  • Full Zoom integration within the platform.
  • Ability to share polls.
  • Site Tracking enabled to monitor specific client activity.
  • Branded to match and sync with your marketing website.
  • Custom Video Player for your site. Fully branded to give a professional delivery that YouTube or Vimeo could never deliver.
  • Automated Testimonial Video Collection System built into the website. Social proof is powerful. Take advantage of a top tier automated system to capture a never ending stream of marketing content for your brand.
  • Drive higher engagement, referrals, and brand loyalty by providing your customers with an outstanding experience.
  • Dedicated booking software negating the need for ongoing subscription to Calendly, Acuity, etc.

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Full VIP Onboarding

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

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Other Costs

  • Fitness Marketing Machine Hosting & Data Plan - Starts between $39 and $99/month, depending on the services you select below. This covers the cost to run your automations, host your Membership Site, 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.

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Next Steps

  • We estimate this project will be finished within 16 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 a link to your email shortly to complete payment.
  • Once payment is completed, your onboarding process will begin and a team member will get in touch to schedule your onboarding call.
  • We will give you all further instructions at the meeting for launching this amazing project!

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Choose Your Services

If you have any questions about the services we have proposed, don’t hesitate to contact us at mike@fitnessmarketingmachine.net at any time.

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