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Pack · Personal training

In-person personal trainer pack

An in-person personal trainer sells hours on the gym floor within a short drive, so every empty slot is lost income.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Workflows
4
Steps
28
Client fills in
6
Starts
From a form or Calendly, within seconds

UsesBeta

The workflows in this pack

Built for personal trainers.

  1. 01

    Lead rescue for personal trainers

    Answer every new lead within a minute, get the owner on the emergencies, and chase anyone nobody has called back within the hour.

    1. Starts whenA form is sent
    2. BranchA red flag?
    3. IfIf red flag
    4. TextText the owner: a person must reply
    5. TextTell them a person will call
    6. StopStop: handed to a person
    7. IfIf otherwise
    8. TextInstant reply
    9. EmailEmail acknowledgement
    10. Web requestSend to CRM or sheet
    11. BranchEmergency?
    12. IfIf urgent
    13. TextText the owner now
    14. Wait · 10 minGive the owner 10 minutes
    15. BranchOwner acknowledged?
    16. IfIf not yet
    17. TextEscalate
    18. IfIf acknowledged
    19. IfIf otherwise
    20. Wait · 1 hourWait an hour
    21. BranchHas anyone contacted them?
    22. IfIf not yet
    23. TextThe rescue
    24. NotifyTell the owner
    25. IfIf contacted

  2. 02

    Booking confirmation for personal trainers

    Confirm every booking by text and email the moment it is made, with what to bring, and put the person in the CRM.

    1. Starts whenSomeone books a meeting
    2. TextConfirm by text
    3. EmailConfirm by email
    4. App stepAdd to the CRM

  3. 03

    Cancellation recovery for personal trainers

    When someone cancels, offer them a new time an hour later and tell the owner who cancelled and why.

    1. Starts whenSomeone cancels a meeting
    2. Wait · 1 hourGive it an hour
    3. EmailOffer a new time
    4. BranchDo we have a mobile?
    5. IfIf yes
    6. TextAnd by text
    7. IfIf no
    8. NotifyTell the owner

  4. 04

    Review request for personal trainers

    Two hours after every job, ask the customer for a review; a week later, ask who else they know.

    1. Starts whenA form is sent
    2. Wait · 2 hoursLet the job settle
    3. TextAsk for a review
    4. Wait · 7 daysWait a week
    5. EmailAsk who else they know

What each client fills in

Business name
How the texts and emails sign off.
Owner’s mobile
Rung for emergencies. Add a second number after a comma and the escalation goes there.
Owner’s email
Gets one line for every lead the workflow rescues.
Booking or quote link
Sent to a lead nobody has contacted after an hour.
Before you come
One or two lines: forms to fill (with the link), what to bring, where to park.
Review link
The page where a customer leaves a public review.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • Webhook URL (CRM or sheet)

  • Calendly

    In the client’s Calendly: Integrations & apps → API and webhooks → Personal access tokens → Generate new token, with the scopes scheduling_links:write (booking links) and, for the triggers, users:read, webhooks:read and webhooks:write. A token made before Calendly introduced scopes keeps full access.

  • In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Pick the client’s form that starts it
  2. Connect the client’s Twilio (SMS), for “Text the owner: a person must reply”, “Tell them a person will call”, “Instant reply”, “Text the owner now”, “Escalate” and “The rescue”
  3. Connect the client’s Resend (email), for “Email acknowledgement” and “Tell the owner”
  4. Connect the client’s Webhook URL (CRM or sheet) (optional: the step can be turned off instead), for “Send to CRM or sheet”
  5. Fill in Owner’s mobile (Rung for emergencies. Add a second number after a comma and the escalation goes there)
  6. Fill in Business name (How the texts and emails sign off)
  7. Fill in Booking or quote link (Sent to a lead nobody has contacted after an hour)
  8. Fill in Owner’s email (Gets one line for every lead the workflow rescues)
  9. Connect the client’s Calendly, for “Someone books a meeting”
  10. Connect the client’s Twilio (SMS), for “Confirm by text”
  11. Connect the client’s Resend (email), for “Confirm by email”
  12. Connect the client’s HubSpot (optional: the step can be turned off instead), for “Add to the CRM”
  13. Fill in Business name (How messages sign off)
  14. Fill in Before you come (One or two lines: forms to fill (with the link), what to bring, where to park)
  15. Confirm with the client: The client’s Calendly is on a paid plan (Standard, Teams or Enterprise): Calendly sends webhook events only on those.
  16. Connect the client’s Calendly, for “Someone cancels a meeting”
  17. Connect the client’s Resend (email), for “Offer a new time” and “Tell the owner”
  18. Connect the client’s Twilio (SMS), for “And by text”
  19. Fill in Booking link (Where a customer picks a time)
  20. Fill in Owner’s email (Gets the summaries and the cases a person must handle)
  21. Connect the client’s Twilio (SMS), for “Ask for a review”
  22. Connect the client’s Resend (email), for “Ask who else they know”
  23. Fill in Review link (The page where a customer leaves a public review)

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