The Challenge

The Scaling Made Simple Challenge is a 21-day program that helps you design and implement automated business systems to help you serve your clients better, make more money and spend less time doing so.

In a nutshell:

  1. 1
    We give you every piece of software you need to run your business outside of Trainerize.
  • Booking
  • Forms
  • Legally Binding e-Signature Docs
  • Shopping Cart
  • Email Communication
  • Text Message Communication
  • CRM To Manage All Your Client Information
  • Landing Pages
  • Pop-ups
  • Countdown Timers
  • ChatGPT Writing Assistant
  1. 2
    We guide you in setting up all the basic settings so everything you need for your unique needs is handled.
  2. 3
    We build all the hyper-complex automations you need to run your business like a boss!
  1. 1
    You'll learn the ins and outs of the software we provide you with. But, imagine if someone knew the exact features you needed to know exactly when you needed to know them in order to run your business. That's what we are offering!
  2. 2
    You'll need to define the exact systems that are appropriate for your business. This is not a cookie-cutter approach. We'll deliver easy-to-follow tutorials with the pros and cons of each system, so you can decide which variations suit your business the best.
  3. 3
    You'll fill in some helpful assessments and worksheets, so we can bring your vision to life.
  4. 4
    You'll experience all the automations we create together as if you were one of your clients. This will help you feel confident and comfortable managing your successful business.
  5. 5
  6. 6
  7. 7

Don't worry, we have videos, worksheets, checklists, and templates for everything we'll build. Plus, my team will be available for support in our online community.

The main component of the software stack is Scalerize, which is our own self-managed client relationship management software built to automate Trainerize specific workflows with minimal effort.

Using fitness challenges is one of the most effective ways to improve someone's health and fitness in a short period of time.

Scaling Made Simple Course, Community and Extensive Documentation

The Scaling Made Simple Challenge will give you all the support you need to be successful.

Belonging to a thriving community of goal-driven individuals is extremely powerful.

Have you ever tried to implement detailed systems for your business?

You most likely have experienced frustration from not having the support, accountability or access to the exact information you needed to be successful.

As a former health and fitness pro for 15 years, I know how frustrating it can be to not be able to implement airtight business system goals due to a lack of clarity.

We've coached hundreds of coaches who use Trainerize to run more streamlined and successful businesses.

You'll have access to our entire team, along with dozens of other challengers, in our Automation Army Online Community. We are eager to answer any questions you may have and to encourage you on your journey.

Join conversations surrounding how to scale your business and love the process of doing so. Sharing ideas and keeping each other accountable will fuel your success in this program.

You got this!

On top of the Automation Army Community and Scaling Made Simple Curriculum, I have included 2 other game-changing features to help you tackle almost any tech-based workflows you want.

  1. 1
    The first is full access to our Automation Army Help Docs Database
  • We have how-to diagrams and videos (so you can use whichever you prefer), for any Scalerize software features you need help with.[insert betterdocs image]
  1. 2
    The second is Commandbar
  • Commandbar lets us create onboarding checklists that will highlight the exact elements you need to click on and fields you need to type with fully guided tutorials.
  • Commandbar lets you hit Command + K (Mac) or Ctrl + K (Windows) when you're logged into your software and a pop-up menu will appear. It has a search function that lets you search for any words related executing your systems, and it will instantly pull up the relevant documentation from our database.

[insert Commandbar Gif]

If you can commit to the 21 minute per day requirement, you will have access to everything you need to completely level up your business.

Scalerize CRM

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

Have you ever wanted to automate client messages based on their behavior?

Do you yearn for greater control over your clients?

Scalerize is the perfect CRM companion that can access your key Trainerize client data and automate actions based on their behavior.

Imagine being able to automate emails, text and Trainerize messages based on the following:

  1. 1
    New Sign-ups
  • We have how-to diagrams and videos (so you can use whichever you prefer), for any Scalerize software features you need help with.[insert betterdocs image]
  • Onboarding sequences that deliver key onboarding educational content and follow up if the client doesn't read the content or watch the video.
  1. 2
    Workout compliance
  • If they haven't worked out in a while
  • When they break a certain threshold of workouts
  • (Want to congratulate each client when they hit any number of workouts you decide?)
  • Ask for testimonials and referrals from your most engaged clients on autopilot
  1. 3
    Habit compliance
  2. 4
    Nutrition compliance
  3. 5
    Check-in form delivery and follow-up when they aren't compliant
  4. 6
    When they are up for renewal
  5. 7
    When they have an anniversary
  6. 8
    And more cases growing all the time!

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 will help you win 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)
  • Pipelines to create visual microjourneys for easy monitoring and the ability to optimize every action you would like them to perform.
  • Full scale marketing automation
  • Full scale business process automation
  • Detailed contact records.
  • 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 competitor’s software, it will be fully optimized, and we’ll make sure you’re comfortable with the platform.

Booking System

Efficient scheduling: With a professional digital booking system, you can easily manage your schedule and appointments without wasting time on manual bookings or scheduling conflicts.

This allows you to focus on improving the quality of your services and giving individual attention to your clients.

You'll book more consultations, make more sales and look super professional in the process. This fully branded booking system will include text message confirmations and appointment reminders.

Your "show" rate for consultations will be through the roof!

Our booking system alone can plug enough leaks in your sales process to pay for your Scalerize subscription.

This system includes the following:

  1. 1
    You'll be able to create as many different employees and appointment types as your heart desires. There are no additional costs ever!
  2. 2
    Text message confirmations / reminders
  3. 3
    Full integration with your CRM
  4. 4
    Zoom/Google Meet integration - The system will automatically generate a unique meeting link and share it with your clients / prospects.
  5. 5
    Google Calendar / Outlook integration - The system will only show appointment availability when you are available and will generate a custom calendar event.
  6. 6
    Ability to create a retail event for any of your services - If you want to give your clients the ability to purchase an extra coaching sessions, they can easily go to your calendar, book and be directed to a check-out form to finalize the purchase.
  7. 7
    Sell packages - You can create specific packages and the calendar will deduct sessions from your clients when they use a coaching call or training session.
  8. 8
    Event booking - This is typically an extremely expensive feature to have a system that can create and allow event booking. You'll have access from day 1 at no additional charge!
  9. 9
    Fully customizable - Set up your colors, your logo and choose from multiple different stunning layouts.

Replaces: Calendly, Acuity

Formaloo Forms

Every online training business needs a solid sign-up form system. Weekly check-ins, contact forms, lead capture forms, free trial sign-ups, client surveys, and challenge sign-ups are only a few of the limitless uses of digital forms within your business.

Your Scalerize subscription includes a premium Formaloo account which easily integrates with Trainerize and the rest of the CRM.

Formaloo is the perfect combination of a beautiful TypeForm-like appearance with robust automation capabilities. Formaloo also makes it super convenient to view, sort and filter your data any way you like it, so you can easily find client responses and take the appropriate actions.

We'll help you craft the perfect intake form and liability waiver system. It will deliver the form automatically upon sign-up, and give the client gentle nudges to fill it out, so you don't have to. Then it looks at client responses on questions like gender, goals, equipment access, and training frequency, and it will assign the perfect program automatically!


e-Sign Documents

The more serious you take your business, the more serious your clients will take their training.

Trainerize is beyond fantastic as an online fitness coaching app!

But I'd never expect it to collect legally binding signatures for liability waivers or purchase contracts.

Your Scalerize system comes with a full subscription to
WP e-Signature. This is the same software used by Paypal, The NBA, and HBO as well as over 1 million more subscribers.

We want only the best for our clients.

You'll have the perfect workflow to deliver the right document to each client and collect their signatures.

Do your clients ever miss the email or forget to fill out your documents?

No problem!

You'll have personalized, automated reminders that will ensure your clients sign the necessary paperwork without you needing to lift a finger.

Scalerize also comes with both Purchase Contract and Liability Waiver templates that you can use or edit to meet your specific needs.

It also comes with plug and play automations to add clients to Trainerize after signing their contract as well as program delivery only after they sign the waiver.

*These are 100% optional should this not fit your business model.


The Scalerize custom storefront included in all plans makes a killer first impression!

Having a professional digital storefront increases the chances of making the right first impression on potential clients. This is the first point of contact with prospective clients, and it should be engaging, visually appealing, informative, and easy to use.

Be accessible!

A professional digital storefront provides greater visibility on search engines and social media platforms, increasing the chances of being found by potential clients. This will lead to better visibility that can result in more clients signing up, thus increasing the customer base and generating more revenue.

Our Scalerize storefront:

  1. 1
    You'll be allowed to host an unlimited amount of products / and services in your store with zero upcharges (unlike some of our competitors).
  2. 2
    Retails both one-time purchases and subscriptions.
  3. 3
    Subscriptions can recur at any fixed time increment you choose (days, weeks, months, years). So you can control how and when your clients get charged.
  • We will implement a complete subscription process that allows clients to cancel on any date and remain active until the last paid date, after which they will be removed from your Trainerize account.
  1. 4
    Supports a subscription pause option.
  2. 5
    Supports free trials with or without securing their payment method up front. Getting billing info up front can be an easy way to weed out clients who aren't serious about your services.
  3. 6
    Supports optional set-up or enrollment fees
  4. 7
    Offers discount coupons.
  5. 8
    Easily integrates with your CRM.
  6. 9
    Showcases a wide array of products and services.
  • Your clients can sort and filter products based on desired payment structure (subscription vs. one-time fee), client goals, fitness level, duration, and price.
  1. 10
    Allows clients to either cancel on their own or have to get in touch with you.
  2. 11
    The Client Stripe dashboard lets your clients easily update their billing information so you don't have to waste time chasing them down.
  3. 12
    Sends payment failure notices to collect updated billing information from your clients.
  4. 13
    Direct integration with Stripe, the world's most trusted payment processor.
  5. 14
    Easily integrates with our legally binding e-signature contract system.
  6. 15
    Our ChatGPT integration comes with custom prompts you can use to write high-converting product descriptions.

Coming soon...

  1. 16
    Full Stripe analytics inside Scalerize is also on our feature roadmap!
  2. 17
    An affiliate program add-on is in the works as well! You'll be able to offer incentives to your clients for referring their friends and family so you can grow your business without spending an extra minute on marketing!

*We do not handle e-commerce products with shipping at this time.

Landing Pages

Want to drive sign-ups for a 6-week challenge, free trial, or a free lead magnet?

Scalerize comes with a number of high-converting fitness-specific landing page templates that you can easily modify to sell any product or service.

Your personal appearance to your audience matters. These templates will create landing pages you'll be proud of.

All pages come with:

  • Hero (Featured section) blocks
  • Testimonial blocks
  • Thousands of icons
  • Countdown timers
  • Pricing tables,
  • Embed videos anywhere
  • Embed Forms anywhere

Just swap out the colors to make them on-brand, change the copy to match your offer and start collecting sign-ups!

For those of you familiar with Go High Level, this is one of the places we really separate ourselves from the pack. The landing page builder we use builds stunning landing pages.

With all due respect our landing pages make our competition look like a 6th grader made them.

Replaces: ClickFunnels, Go High Level

ChatGPT Writing Assistant

In case you haven't heard, artificial intelligence is empowering effective copywriting for blogs, emails, landing pages, and websites for any and every industry on the planet.

If you ever wished you had the ability to have top-notch copy for every part of your sales funnel, then this will be an answer to prayer. Scalerize comes with a ChatGPT integration that will let you craft high converting copy inside any website or any app on your computer.

If you're skeptical about AI, so are we. The power is in using it for the right use cases and having the right prompts. Lucky for you, we are going to share our prompt library, so you can save gobs of time and drive action from your readers from day 1!

You can use our app to rephrase content that is written, check your grammar or expand upon ideas you've already started to write. We use it to pepper in emoji's to our social posts, brainstorm blog ideas and give us email subject lines that maximize open rates. It is nothing short of amazing!

Automated Client Journey

Imagine a business where your clients onboarding journey is completely automated.

Our Automated Client Journey includes:

  1. 1
    After making the purchase, the client will be added to both the Trainerize and Scalerize platforms.
  2. 2
    Deliver an automated email and automated Trainerize message with a link to your health questionnaire and legally binding e-signed liability waiver.
  3. 3
    Send them authentic reminder nudges to fill out the form when they aren't compliant in any amount of time that you choose!
  • All nudges will know to stop the second they fill out your form!
  1. 4
    Their responses will trigger an automation that will deliver the perfect master program for their set of circumstances.
  1. 5
    You can automate the perfect predesigned meal plan for their goals and nutrition preferences, or attach a PDF nutrition guide.
  2. 6
    Studio/Enterprise accounts can automate meal plans with the new Trainerize Meal Planner.
  3. 7
    With a Studio/Enterprise account, you have the option to automate habit delivery and assign personalized macros.

The best part of all this is that Scalerize has a completely automated "Onboarding Pipeline" so you can easily see where each client is in their journey

[insert pipeline image and description]

Talk about pipelines allowing them to see where everyone is at in space


Can I put anything I want on the health questionnaire / waiver?

Absolutely. It is completely flexible that way. There are certain questions that are needed if you want to run certain automations (like asking their gender if you do gender specific programs), but you can add any question that isn't already on our template that you like and all your data can easily be reviewed!

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) and of course, Trainerize.
  • 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 1 of 50 Custom meal plans based on form responses. (Meal plans supplied by {{companyname}}).
  • We will auto-assign macros based on their questionnaire responses.
  • Auto-assign each client 1 of ‌24 programs based on their questionnaire responses. -(Programs to be built by Datafit.)
  • Auto-assign each client 1 of 10 habits based on questionnaire responses
  • Auto-assign each client to their appropriate Trainerize group.
  • Set Trainerize messaging access (1 or 2-way messaging)

Automated Prospect Pipeline

Have you ever wasted a lead?

If you have 100 leads in 2023, and you close 35 of them and generate $70,000 then each lead is worth $700.

Does your system treat each lead like it is worth that much money?

Because you definitely should.

Enter our Automated Prospect Pipeline System.

The Automated Prospect Pipeline is a system that captures leads, moves them to the next phase in their purchase journey, and helps you monitor the process, so you never lose a deal.

You'll easily keep track of each lead, and maximize how many of them book a sales consultation, so you get as many clients as possible.

You'll know all of your sales ratios and monitor things like client retention, so you can plug any leaks that we'll uncover in your business.

If you don't have a text message confirmation system that sends 2-3 tactful text message reminders between the time a prospect books a consultation and the time of the meeting, you are literally lighting money on fire and burning it.

How much is each extra client we help you secure worth to you?

We consistently see our consultation confirmation system secures enough extra sign-ups that it pays for our entire services with that one little feature.

So stop worrying about sign-ups slipping through the cracks and join the Scaling Made Simple Challenge today!

Automated Compliance Messaging

We'll set up a system that automatically checks-in with clients who haven't trained recently. You'll have more engaged clients who get better results, stay clients longer, and send you more referrals without having to lift a finger!

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.

Here is how it works:

  • We'll 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 (the client can't tell that the message is automated and thus drive increased compliance on their part.)

  • We'll then look for the first time they work out after they get the check-in message and send them a praise message. (We delay between 30 minutes and an hour so that they look authentic.
  • This system is pure gold for retention and referrals. Your clients will very likely make comments on how much they appreciate your attentiveness.

Each day you'll burn less mental calories by being able to see where each client is at a glance. You'll feel in complete control at all times.

I've 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 hadn't worked out in several days.

Automated Weekly Check-in 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 your custom check-in form 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."

Image Editor With Image Templates

Roadmap - Not Landing Page Ready

  • Online Training Tracker
  • Learning Management System
  • Live Office Hours
  • Membership Website Functionality
  • Live Mastermind Events
  • Guest Speakers

Software Table





Pricing Page Link




Calendly/ Acuity

Gravity Forms w/ Stripe Integration


$279/ year

Trainerize Pay, Google Forms

Thrive Architect

Thrive Architect Solo

$199/ year

ClickFunnels, Go High Level

WP e-Signature


$299/ year

Docusign, Signnow



$24/ month per user




$700/ year

ActiveCampaign, Go High Level, Mailchimp



Depends on contacts, starts at $15/ month

Sends emails with extremely high deliverability as opposed to normal email marketing platforms.

WP DataTables with add-ons

Powerful Filters, Master Detail Tables, Custom Report Builder


Google Sheets, Airtable, Stripe Analytics

Stripe Dashboard


No additional costs, but we set this all up for you.

Shopify sites, WooCommerce Subscriptions, Square

TypeDesk with ChatGPT Integration

Premium - plus access to our template library!


Text Expander

Pixelixe Image Automation

Digital Ocean Cloud Based Webhosting


$20 per month plus support!



What if I don't want to automate certain aspects of my business?
*There are situations where you may not want to automate things due to the nature of your business. For example: You may want a notification if someone says they have an eating disorder on an intake form instead of automatically assigning them macros. We can almost always account for these and have the system accommodate them for you.

Do I need to build Zaps?
No. All integrations that are used in the automations we outline in the program are built by us.

Can I build automations that aren't a part of the program?
Yes. You can build whatever automations you want with the software we provide. You may need a separate Zapier account to run those tasks, but we can offer you your own private workspace with all the Zapier premium features at a deep discount to the normal Zapier rates.

Is there a contract?
No. There are no contracts and you can cancel at any time.

Do I have to use your software?
Yes. This program walks you through the specific usage of the tools we provide for you. You can use any other software you like for workflows that are not associated with the ones we outline and build for you in the program.

Can I use your software without doing your program?
Yes. We offer an "Essentials" program that provides access to all the tools, but it doesn't include the automations we create or instructions on how to build them. It is still a great value if you're looking to save some money.

What happens if I fall behind?
You'll still have access to all the tutorials and will be able to build these systems at your own pace. But if you don't complete certain tasks on time, you'll miss out on our incentives like receiving a discount on your monthly payment.

Do I have to use Trainerize to do this program?
Mostly yes. You will need Trainerize to build the automations we outline. If you do not use Trainerize you can still subscribe to our "Essentials" plan where we give you access to all the same software at a great price. But you are on your own to design your business systems.

Do you have an affiliate program or offer money for referrals?
Absolutely! We pay out an ongoing 20% of the monthly dues of all of the people you refer to the program. If you know other Trainerize coaches you can make a lot of money by referring people to the program. You can apply for our affiliate program [here - insert link].

Are there any hidden fees?
No. There are no hidden fees. We will roll out some add-ons that you can purchase like a learning management system to deliver online courses, an affiliate program so you can reward your clients for their referrals, and there will be some specific marketing based services we will offer like lead branded magnets with full email campaigns designed by our marketing strategist. But every feature you see promoted on our core landing page is included in the normal subscription amount of $149/ month.

Do you offer support?
Absolutely! Every automation built within the framework of what we offer will have our full support to make sure everything is running smoothly. We have a support ticket system as well as a support forum where you can ask for help. Feel free to take screenshots or make a screen recording that shows the problem you're experiencing. We'll do our best to fix it within 24 hours during the workweek.

*We do not guarantee support for any externally designed automations you desire to build on your own. Building custom automations outside what we make available to you in the program requires an additional investment.

If you have a simple question that can help you solve your personal projects, we'll be happy to assist you. But it is possible to need hours and hours of support for a workflow that we don't include in the program, and thus we would require payment. We just need to protect our time so that we can serve our entire community. But we do aim to help you to succeed!

That being said, we include a LOT of automations for just about anything you can think of with this program. If you have further questions, feel free to email us at info@fitnessmarketingmachine.net or fill in the chat form by clicking the icon near the bottom of your screen.


*These software all coexist on a unified dashboard system and will give you all the functionality you need to run your business.

You will not need any other software to run your business.

It has it all.

Scalerize is backed by our 21-day money-back guarantee. If Scalerize can't do what you need it to, you are able to ask for a complete refund. We only want you using the service if it is a massive help for your business.