Client Intake, Floor Conversion & Renewals for Training Facilities

Stop losing high-ticket packages to awkward consultation sales.

Facility Pro arms your trainers with a 1-page sales brief before every consultation—giving them the exact talking points to close the initial package and secure the renewal before it expires.

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Client diagnostic
60 sec

Client diagnostic

Pre-consult sales brief
1 page

Pre-consult sales brief

Director recap
Every Friday

Director recap

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.

HOW IT HELPS

Before the session. Across your team. Before renewal.

A complete floor system that runs without apps, logins, or CRM changes.

01

The brief

Pre-Consult AI Sales Brief

  • The brief is in the shared inbox before the consultation, not after
  • Talking points, red flags, and a program recommendation — plus a Fitness Blueprint for the client
02

The recap

Weekly Director Recap

  • Every package is tied to the brief that sold it — not a dashboard estimate
  • One recap email each Friday: assessments, packages sold, and renewals coming due
03

The renewal

Renewal Check-In

  • The check-in goes out automatically 50 days after the sale
  • A renewal brief for the coach, then one reminder if the client goes quiet

Your brand, end to end

Your logo, color, and facility name on the assessment, the brief, and every client email.

Unlimited, with no seat math

Unlimited assessments and coaches. Point notifications at a shared inbox and everyone gets every lead.

Sits upstream of your stack

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

Every submission is scored by the same rules-based engine and the brief is always delivered — the optional AI layer adds a written summary on top, and is skipped if the model is unavailable. The model receives de-identified answer bands, scores, and flags — never a name, email, phone, or free text. The Nutrition Score is performance education, not medical nutrition therapy.

HOW IT WORKS

Three steps on the calendar you already keep.

One link starts the intake. The system handles the briefs and check-ins automatically.

Day 0 · before the consult

Step 01 · ~60 seconds

The client tells you first

  • Client finishes the diagnostic in about 60 seconds
  • Coach opens the brief before the session starts
Every Friday · the recap

Step 02 · One email

The director sees the week

  • One tap per consult records sold, no sale, or no-show
  • Weekly director recap by email; live 7-day activity in the dashboard
Day 50 · the renewal check-in

Step 03 · ~2 minutes

The client gets asked once

  • Five-question check-in lands 50 days after the sale
  • One reminder at day 60 if it goes quiet, then the sequence ends
  • 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.

Start with a 14-day evaluation ($0 today). First charge on Day 15. Cancel anytime with one click.

ROI math

Two closed packages pay for virtually an entire year of Facility Pro.

The average personal-training package is $2,400 ($600/mo × 4 months, illustrative); Facility Pro is $499/mo or $4,990/yr. One close pays for 4.8 months of the subscription — the second close takes the year.

1 close
$2,400
Covers 4.8 months of the $499/mo plan
2 closes
$4,800
Covers 9.6 months monthly, or 96% of the $4,990/yr annual plan
1 new close + 1 renewal kept

The gap to the full year is $190 — about 8% of one package, which is what "virtually" means here.

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.

★ $998/yr cheaper than paying monthly

The plan

Facility Pro

Personal Training Revenue System

One system, the whole loop: a pre-consult sales brief, a Friday director recap, and a renewal check-in before the package expires.

$415/ month

Billed annually at $4,990/yr · 2 months free

Start the 14-Day Evaluation
  • A one-page sales brief before every consultation — talking points, red flags, and a program recommendation
  • A weekly director recap by email: assessments, packages sold, and renewals coming due
  • An automatic check-in at day 50, a renewal brief for the coach, and one reminder if it goes quiet
  • A Fitness Blueprint and Nutrition Score for every client
  • Unlimited assessments and unlimited coaches — no caps, no per-coach fees
  • Your logo, color, and facility name on everything the client sees
  • 14-day performance evaluation — card required to start, $0 today, first charge on day 15

Every Facility Pro account includes the whole loop — the pre-consult sales brief, the Weekly Director Recap, and the renewal check-in — 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 closed package at the average value covers 4.8 months of the monthly plan; the second close — the package kept at the renewal check-in — brings the two together to 96% of the annual plan.

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

FAQ

Frequently asked questions

Everything you need to know about the floor workflow, your existing software stack, and the 14-day evaluation.

Still have questions? Get in touch with our team.

The System & Floor Workflow

What exactly is Facility Pro?

An automated sales intelligence engine for personal training departments. When a prospect books an intro session, they complete a 60-second intake. Before the session starts, your coach receives a 1-page brief with the exact talking points, red flags, and the package to open with — built from the packages your club actually sells. Fifty days after a sale, the system checks in with the client automatically and puts a renewal brief in front of the coach, so the package is defended before it lapses.

Will my trainers actually use this?

Yes, because it asks nothing new of them. Coaches don’t log into a software portal, download an app, or update a CRM. The 1-page sales brief lands in the shared email inbox the moment the client finishes the intake, so it is waiting before the consultation starts. They glance at it, walk onto the floor prepared, and record the outcome — sold, showed but no sale, or no-show — with a single tap at the bottom of that same email.

Is the sales brief actually AI?

It uses a hybrid model. The intake runs through a structured scoring engine that flags exercise risks, schedule constraints, and package fit against the packages your club sells. When AI assistance is enabled, it turns those findings into talking points and conversation openers for the coach — it does not score the client or invent a flag. No prospect names, contact details, or free-form notes ever reach a model: it receives de-identified answer bands, scores, and flags only. If the model is unavailable, the complete brief still delivers from the rules-based template.

What happens after a prospect completes an assessment?

Two things happen at the same time:

  • The client: receives an automated, white-labeled confirmation with their preliminary Fitness Blueprint — movement readiness, readiness, and Nutrition scores.
  • The coach or director: receives the 1-page sales brief in the shared training inbox, with the recommended talking points and a one-tap outcome button.
How does the Weekly Director Recap work?

Every Friday, the fitness director or general manager receives an automated recap of the week on the floor: consultations submitted, packages sold, briefs still waiting on an outcome tap, and the renewal check-ins that came due. It is your department’s conversion velocity in one email — total visibility without chasing coaches for paper sheets or running a report. The same 7-day activity is live in the dashboard whenever you want it.

How does the renewal check-in work?

When a coach records a sale, an automated 50-day countdown starts. On day 50 the client receives a five-question progress check-in by email — about two minutes, with three of the answers pre-filled from the first assessment, so it is a couple of taps and no login. Once it comes back, your trainer receives an updated renewal brief: what changed since the assessment, what to say, and the exact renewal option to present — locking in continuity before the client lapses. If it has not come back by day 60, the team inbox gets one reminder, and then the sequence ends.

Integration & Operations

Does this replace Mindbody, ABC Fitness, or Mariana Tek?

No. Facility Pro operates upstream of your club management software. You keep your existing billing, member database, and scheduling tools untouched. Facility Pro handles the intake qualifying, the coach’s sales prep, and the renewal alerts — so fewer consultations walk out the door.

Can we use this with our current website and marketing?

Yes. You receive a dedicated, branded link and an embeddable widget that can be placed on your website, intro-offer landing pages, social bios, or in-club QR signage.

Is the Nutrition Score compliant with trainer scope of practice?

Yes. The nutrition section is general lifestyle and eating-habit guidance for training and recovery. It stays inside fitness scope of practice and never prescribes clinical medical nutrition therapy or meal plans. If a client flags a medical condition that affects nutrition, the blueprint and the coach’s brief both carry a referral prompt — keep the plan general and refer out to a registered dietitian or physician.

Do clients or trainers need an app?

No. Everything runs through mobile-responsive web browsers and standard email — the intake and the day-50 check-in on the client’s phone, the briefs and outcome taps in the coach’s inbox.

Billing & Commercials

How does the 14-day evaluation work?

You set up your account, add your club’s standard personal training packages, and immediately begin running live prospects through the intake for 14 days with zero upfront charge — $0 today. If you cancel in your portal before Day 15, your card is never billed.

What happens after the 14-day evaluation?

On Day 15 your selected plan activates: $415/mo billed annually ($4,990/yr) or $499 billed monthly. You can change your billing cadence or cancel anytime with one click in the Stripe billing portal.

Are there limits on coaches or consultations?

No. You get unlimited client intakes, unlimited sales briefs, and unlimited coaches — there are no per-seat fees and no lead caps. 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.

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