The Client Engine - The Complete Client Management System for Personal Trainers

The Client Engine — the client system for solo personal trainers

What your week looks like after you have this:

A new client signs on Monday. Instead of an evening rebuilding an intake form and writing a welcome email from scratch, you send two documents you personalised once, and get your Monday night back.

A client goes quiet. Instead of noticing three weeks too late, a two-minute Friday check-in flags it while there's still time to save them — one retained client a quarter pays for this many times over.

Someone asks your rates. Instead of a number you half-guess and regret, you have a pricing sheet and packages you say without flinching.

It opens in Word and Excel. No app to learn, no login, no subscription, nothing that stops working when you stop paying. You already have everything you need to run it.

What's inside — five modules, with a start-here guide so you're using it the same afternoon:

• Client onboarding pack — enquiry replies, consultation script, health screening, goal-setting, a welcome email sequence, and a plain-language coaching agreement
• Programme & session system (Excel) — client roster, programme blocks, session log, progression tracking that calculates itself
• Check-in & retention system — weekly check-ins, monthly reviews, at-risk client scripts. Use what fits, ignore the rest
• AI workflow library — 28 tested prompts for Claude and ChatGPT that draft your admin in minutes
• Policies & business admin (Excel) — cancellation and payment policies, a pricing calculator, package builder, income tracker

Most trainers start with the onboarding pack and the pricing tools — the parts that pay for themselves fastest.

Why not just use a free spreadsheet? You can. This is the version you don't have to build — the wording already written, the formulas already in, the awkward client emails already drafted. You're paying for the fifteen hours you'd otherwise spend making your own, badly, at night.

One payment. Lifetime updates. Fourteen-day refund, no questions asked — keep the files either way.