Client Intake, Floor Conversion & Renewals for Training Facilities

Stop losing high-ticket packages to awkward consultation sales.

Most coaches love training clients, but dread the price conversation. When intro sessions end in silence, prospective members walk away, trainer schedules stay empty, and coach turnover spikes.

Facility Pro turns one 60-second client intake into an immediate floor playbook: a pre-consultation sales brief that gives your coach the exact opening line, objection angles, and package recommendation to close on Day 0—backed by weekly closing telemetry for directors and automated Day-50 renewal briefs before packages expire.

  • $0 today · first charge Day 15
  • Card required · cancel in 1 click
  • 5-minute setup
Client diagnostic
60 sec

Client diagnostic

Pre-consult sales brief
1 page

Pre-consult sales brief

Floor pulse to the owner
Every Friday

Floor pulse to the owner

Renewal check-in
Day 50

Renewal check-in

What your team receives

One 60-second intake. A brief today. A renewal at Day 50.

While the client reads their initial blueprint, your coach gets a tailored sales brief before shaking hands — and the system clocks Day 50 for the renewal.

SM

Sarah M., 38

Goal: Fat Loss & Strength

Emailed instantly

Readiness

Solid starting point

50 / 100

Nutrition

Strong foundation

76 / 100

Program teaser

Metabolic conditioning with sustainable nutrition framework

3-4 sessions per weekModerate-to-high intensity intervals

Primary habit recommendations

  • Reinforce current habits — pair performance goals with simple, repeatable meal templates.
  • Great foundation — we will keep it simple and consistent.

General education only — not medical nutrition therapy.

Consultation ready

Coach brief attached

Coach Sales Brief

What to say, what to avoid, what to sell

2-min prep

Primary obstacles

  • High sedentary load (9+ hours sitting daily)
  • Elevated allostatic load — recovery capacity may be reduced
  • History of lower back discomfort — avoid loaded spinal flexion initially

Auto-written opening line

“Ask how much of their day is seated and whether they feel lower-body tightness — hip mobility is a fast, visible win we can train immediately”

Recommended package

3-4 sessions per week · Metabolic conditioning with sustainable nutrition framework

Auto-sized to their answers — moderate-to-high intensity intervals intensity

6 objection scripts5-step consult agenda

Want to feel the 60 seconds yourself?

Run the real assessment in the demo studio

No sign-up required.

One system, three phases

Before the consult. Across the floor. After the sale.

Most consult tools stop at the intake. Facility Pro runs the revenue loop: the brief your coach opens, the Friday read your director acts on, and the Day-50 conversation that keeps the package.

01

Phase one

Pre-Consult AI Sales Brief

A branded 60-second diagnostic your team shares as a link, embeds on the site, or prints on a front-desk card. The moment it lands, the coach gets one page: what this person wants, what will get in the way, and what to recommend.

  • Lands in the shared inbox before the consultation, not after
  • Talking points, red flags, objection scripts, and a program recommendation
  • The client gets their own Fitness Blueprint and Nutrition Score
02

Phase two

Director Floor Intelligence

Every brief carries a one-tap outcome: sold, showed but no sale, or no-show. The dashboard shows a live 7-day read, and every Friday the owner gets a pulse email with the week’s numbers — no login required.

  • Packages you can trace to a brief, not a dashboard estimate
  • Follow-through per coach, so the gap is visible while it is fixable
  • One pulse a week, sent to the owner rather than the shared inbox
03

Phase three

Day-50 Renewal Engine

A sale starts a clock. On day 50 the client gets a five-question check-in. When it comes back, the coach gets a renewal brief: what changed since the first assessment, what to say, and what to recommend next.

  • The clock runs from the sale, not the intake
  • Five questions, about two minutes, no app
  • One chase at day 60 — then the product stops

Your brand, end to end

Logo, color, and facility name on the assessment, the brief, and every client email — white-label throughout.

Unlimited, with no seat math

Unlimited assessments and unlimited coaches. Point the notification email at a shared inbox and everyone gets every lead.

Sits upstream of your stack

Mindbody, ABC Fitness, and your booking flow stay exactly as they are. Nothing to migrate, nothing to unplug.

The brief is produced on every submission by the same rules-based engine and is always delivered. When AI assistance is enabled it adds a written layer on top; if the model is unavailable, the deterministic brief goes out unchanged. The model receives de-identified answer bands, the computed scores and flags — never a client name, email, phone, or free text. The Nutrition Score is general education for performance, not medical nutrition therapy.

The revenue loop

Day 0. Every Friday. Day 50.

One link starts the loop. The brief wins the consult, the Friday pulse keeps the floor honest, and the Day-50 check-in keeps the package.

Day 0 · before the consult

Step 01 · ~60 seconds

The client tells you first

Your branded link, embed, or front-desk card opens a 60-second diagnostic. The moment it is submitted, the coach gets a one-page brief — goals, obstacles, red flags, and a program recommendation — and the client gets their Fitness Blueprint.

Every Friday · the floor

Step 02 · One email

The director sees the week

Coaches record each consult outcome with one tap on the brief: sold, showed but no sale, or no-show. The dashboard shows a live 7-day read, and Friday brings one pulse email to the owner with assessments, outcomes, and renewals due.

Day 50 · the renewal

Step 03 · ~2 minutes

The client gets asked once

Fifty days after a sale, the client gets a five-question check-in. When it comes back, the coach gets a renewal brief with what changed and what to recommend next. One chase at day 60 — then the product stops.

  • Website & Bio Link

    An always-on entry point for traffic you already have

  • New Member Onboarding

    Ask before the first consultation, not after

  • Dead-Lead Reactivation

    Re-open conversations that went quiet

  • In-Club QR Signage

    Catch members who never book a consult

Pricing

One plan. The whole revenue loop.

Facility Pro is $499/month or $4,990/year. Start with a 14-day performance evaluation — a card starts it, you are charged $0 today, and the first payment is on day 15. Cancel anytime.

ROI math

One new close and one renewal pay for Facility Pro about ten times over

One new package closed at the average package value adds$2,400 in new revenue.

One renewal kept by the Day-50 check-in keeps another$2,400 that would otherwise lapse.

Together that is $4,800 — an~10x return against the$499/mo subscription.

Avg PT package
$2,400
$600/mo × 4 months · illustrative
Facility Pro cost
$499/mo
The entire subscription
One close + one renewal
+$4,800
~10x the subscription · $5,988/yr cost

Illustrative, not a forecast: the package value is a stated assumption, and the renewal keeps a package that was already sold, so its value lands over the next block rather than on day one. Your numbers are your numbers.

The plan

Facility Pro

Personal Training Revenue System

Three phases, one system: a pre-consult sales brief, a Friday read on the floor, and a Day-50 renewal brief before the package expires.

$499/ month

Start the 14-Day Evaluation

14-day performance evaluation.A card is required to start, and you are charged $0 today. The first charge is on day 15, and only if you have not cancelled. Cancel anytime in the Stripe billing portal — there is no contract and no setup fee.

  • Pre-consult sales brief: a 60-second client diagnostic and a one-page coach brief before the session
  • Director floor intelligence: one-tap consult outcomes, a live 7-day read, and a Friday pulse by email
  • Day-50 renewal engine: an automatic client check-in, a renewal brief, and one day-60 chase
  • Fitness Blueprint + Nutrition Score for every client, from the same completed assessment
  • Unlimited assessments and unlimited coaches — no intake caps, no per-coach seats
  • Custom branding: your logo, color & facility name on every client touchpoint
  • 14-day performance evaluation — card required to start, $0 today, first charge on day 15

Every Facility Pro account runs all three phases — the pre-consult sales brief, the Friday floor pulse, and the Day-50 renewal engine — plus unlimited assessments, your logo and brand color, a shareable link and embeddable widget, and shared-inbox lead routing with no per-coach fees. One new close and one renewal at the average package value is roughly ten times the monthly subscription.

No assessment caps, no seat limits, no add-ons — every phase is enabled the moment your evaluation starts.Browse the help center.

FAQ

Frequently asked questions

Everything you need to know about the three phases, the 14-day evaluation, and what happens to your clients’ data.

Still have questions? Get in touch with our team.

The System & Floor Workflow

What exactly is Facility Pro?

Three phases that share one client record. Phase one is the pre-consult brief: a 60-second diagnostic, then a one-page sales brief in your coach’s inbox. Phase two is floor intelligence: one-tap consult outcomes, a live 7-day read in the dashboard, and a Friday pulse email to the owner. Phase three is the renewal engine: an automatic Day-50 client check-in, a renewal brief for the coach, and one chase at day 60. One plan, one price, all three phases included.

Will my trainers actually use this?

Yes — because there is nothing new for them to learn. The assessment does the qualifying, and the brief lands in the shared inbox as a single page: what to say, what to avoid, and what to recommend. Trainers read it in under two minutes before a consultation — no app to download, no CRM to update, no data entry. It is configured to your packages, specializations, and call to action, so the recommendation is yours rather than a generic script. And every package they close is recorded with one tap on that same brief, so the number your director reads on Friday is a package you can trace to a brief, not a dashboard estimate.

Is the sales brief actually AI?

The brief is produced on every submission by a rules-based engine that scores the client’s answers and writes the talking points, red flags, and recommendation. When AI assistance is enabled, a model adds a written layer on top of those same fixed facts — it does not score the client, diagnose anything, or invent a red flag. If the model is unavailable, the deterministic brief is delivered unchanged. The model receives de-identified answer bands, the computed scores and flags — never a client’s name, email, phone, or free text.

What happens after a client completes an assessment?

You receive the scored Fitness Blueprint and coach sales brief in your inbox instantly, with a one-tap outcome control at the bottom. A branded confirmation is sent to the client automatically. The outcome you tap is what feeds the Friday pulse and the renewal clock — so the loop closes on the same record the brief came from.

How does the Friday pulse work?

It is one email a week, on Fridays, to the account owner. It reports the assessments submitted in the last seven days, the outcomes coaches recorded, the briefs still waiting on a tap, and any renewals due. The briefs themselves stay in the dashboard inbox, newest first — the pulse exists so nobody has to log in to notice that a week went quiet or that follow-through slipped. The same 7-day read is visible in the dashboard whenever you want it.

What happens at Day 50?

A sale starts a clock. On day 50 the client receives a five-question check-in by email — and three of those answers, their goal, sessions per week, and anything still niggling, arrive pre-filled from the first assessment. So it is two fresh taps, one consent tick, and about two minutes, with no app and no login. When it comes back, the coach receives a renewal brief: what changed since the first assessment, what to say, and what to recommend next. If it has not come back by day 60, the team inbox gets one reminder. There is no day 70: silence is treated as an answer rather than something to keep emailing about.

Integration & Compliance

Does this replace our gym software (Mindbody, ABC Fitness, etc.)?

No — Facility Pro works upstream of your existing stack. It captures the assessment, generates the Fitness Blueprint and the coach’s sales brief, records the consult outcome, and runs the renewal conversation. Your booking, billing, and class-management software stays exactly as-is — nothing to migrate, nothing to unplug.

Can I embed the widget on my own website?

Yes. Facility Pro includes a shareable assessment link and an embeddable widget that matches your brand — on your website, booking flow, or link-in-bio.

Is the Nutrition Score medical advice?

No. The Nutrition Score is an educational snapshot built from the one eating-habits question on the intake, plus any medical condition a client flags. It is general guidance for training and recovery — not medical nutrition therapy. When a client reports a condition that affects nutrition, the blueprint keeps the plan general and puts a referral to a registered dietitian or physician in front of the coach.

Do my clients need to download an app?

No. The assessment and the Day-50 check-in both run entirely in the browser on any device — phone, tablet, or desktop. Your clients tap your link and answer a few questions; your coaches work from their inbox.

Commercial Terms & Pricing

How does the 14-day evaluation work?

Sign up, verify your email, then add a card to start 14 days of full access. You are charged $0 today. We configure your packages and brief templates so you can run live consults immediately. Cancel in one click from the Stripe Customer Portal before the evaluation ends and you are never billed.

What happens after the 14-day evaluation?

Your saved card is charged for the plan you chose, starting on day 15 — $499/mo or $4,990/yr. If you cancel before then, nothing is charged and access pauses cleanly, so you can restart anytime. Nothing is deleted when you cancel: assessments, briefs, and settings stay exactly where they are until the normal 180-day retention window clears them.

Are there limits on assessments or coaches?

No. Assessments are unlimited and every coach gets every lead — there are no seat counts, volume caps, or per-coach fees. Point the notification email at a shared inbox and the whole team sees every brief.

Start in minutes

Ready to run the whole loop?

Win the consult with a brief, read the floor every Friday, and keep the package at day 50. Your 14-day performance evaluation starts today.

  • $0 today · first charge Day 15
  • Card required · cancel in 1 click
  • 5-minute setup