Playbook · Personal training
Review request for personal trainers
Two hours after every job, ask the customer for a review; a week later, ask who else they know.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
- Steps
- 4
- Client fills in
- 3
- Accounts
- 2
- Starts
- From a form, within seconds
Uses
Every step, in order
Branches show each arm; a step indented under one runs only on that arm. The words are the template’s own, and the client’s fields fill them in.
Why this workflow
Reviews come from asking, and asking depends on someone remembering at the right moment, which is the moment the owner is already on the next job. A timed ask after every job, to every customer, builds the review count without ever choosing who is asked: Google treats screening customers before asking as review gating and can strip a business’s reviews for it.
- Starts whenA form is sent
- Wait · 2 hoursLet the job settle
- TextAsk for a review
- Wait · 7 daysWait a week
- EmailAsk who else they know
What each client fills in
- Business name
- How messages sign off.
- Review link
- The page where a customer leaves a public review.
- Booking link
- Where a customer picks a time.
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.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Pick the client’s form that starts it
- Connect the client’s Twilio (SMS), for “Ask for a review”
- Connect the client’s Resend (email), for “Ask who else they know”
- Fill in Business name (How messages sign off)
- Fill in Review link (The page where a customer leaves a public review)
- Fill in Booking link (Where a customer picks a time)
Related templates
- PackPersonal trainingIn-person personal trainer packAn in-person personal trainer sells hours on the gym floor within a short drive, so every empty slot is lost income.
Calendly
4 workflows · 28 steps · 4 apps - PlaybookHair salons and barbershopsReview request for hair salons and barbershops on SquareThe same playbook, written for hair salons and barbershops.4 steps · 2 apps
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