Personal Trainers

Lead Management Process

This document is to be shared with personal trainers to identify and track PT leads.

• Each month, new members must be exported and allocated to PTs.

• Before assigning leads, check in with each PT to gauge how many they would like to receive.

• Once allocated, it is the PT’s responsibility to contact their leads.
  
  

Requested Section (Member Requests)

• This section is for members who have specifically requested a PT session.

• Please provide as much detail as possible in the notes section so the PT has context for the referral.

• Once you’ve added a referral, send a message in the PT group chat tagging the trainer to notify them of the new lead.
  
  

Allocating Leads Without a Preferred PT

• If the member does not request a specific PT, allocate them based on:

  • What you’ve learned about the member

  • Which PT’s specialties and ideal clients best match
    
    

Follow-Up & Accountability

• PTs must contact all new leads within 24 hours.

• Please check the spreadsheet regularly to ensure PTs are staying on top of their leads.