PTR #54 - Weekly business tasks for PTs.

Plus, an example tracker for your business numbers 📈

February 02, 2024

The PT Roadmap

A weekly newsletter for personal trainers to guide you to become a better coach and build a better business.

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In today’s issue:

✅ Business topic

✅ Recommended exercise

✅ Social post worth your time

Let's get into it!

Business

Weekly Business Tasks for PTs

Do these and feel more in control of your business.

I recently set up a free business quiz to help trainers assess the health of their business. One of the more interesting stats after 63 responses is how few track business key performance indicators (KPIs.)

The reason you should be tracking your business numbers is because it:

  • helps you feel in more control of your business

  • and because it tells you important data about your business

The concern I used to have around this task was how complex it needed to be.

It does not need to be complex.

I use a very simple Excel document, as you can see below.

Here’s an example of page 1 of the tracker.

Here is a version of this tracker on Dropbox. Feel free to start using this for your own business.

Just ensure you make a copy.

Here are some business tasks and numbers you could start tracking and doing each week.

  • Update Your Key Performance Indicators (KPIs)

No of enquiries

Consults booked

Sales made

Client retention %

Sessions completed

Frequency = once per week.

  • Update Your Accounts

Expenses & income are tracked in an Excel document or using an app like QuickBooks. Receipts tracked.

Frequency = once per week.

  • Client Check-Ins

Has every client had some contact with you? Is everyone booked in who needs to be booked in? Is there anyone showing some signs you need to keep an eye on? (missed session/s, ignored messages etc.)

Frequency = weekly, reviewed daily.

  • Client programming

Are all of your client plans up to date? Does each client have their home programmes (if applicable)?

Frequency = ideally once per month for a 2-4 hour slot. Could be more often if needed.

  • Ex clients & leads

Have you contacted the leads who have gone cold & the clients who left?

Frequency = once a week for 15 minutes.

  • Client payments

Has everyone paid you?

Don’t let this slip. You’re offering a paid service and deserve to be paid on time.

Friendly follow-ups for payments are expected.

Frequency = weekly.

  • DMs & emails up to date

Scan through your DMs and emails to ensure none have gone amiss.

Frequency = twice per week.

  • Session to do’s

Have I sent everything I said I’d send? Recipes, articles, stretch routines, home workouts? Is there anything I promised I’d do I haven’t done yet?

Frequency = once per week.

  • Content

Is my next week planned out? What posts can I repurpose? What questions have I been asked I can use for inspiration? How can I show off what I’m doing with my current clients?

Frequency = once per week.

This Week’s Exercise: Zercher Squats

Inspired by Eugene Teo and others, I’ve added more Zercher lifts to my training.

Now, more than ever, I’m training for longevity.

I want to live actively as I age and look after my body so I can continue to do whatever I want.

Zerchers have a lot of crossover to life - much more so than standard squats do.

It’s not even slightly comfortable to hold the bar on my forearms, yet… (as I hear your body adapts)

And I’m miles away from my standard back squat weight, but it is becoming more tolerable.

There are some valuable comments on Eugene’s post from people who find them really uncomfortable, recommending bar pads, hoodies or pillows to help.

Social Post

I thought it was just ScreenFlow you could do face tracking with for video content, but this helpful post from Simon Booth shows you how to do it using CapCut.

I’ll be having a play with this over the next month or two.

I do a lot of moving around in my videos, and I’ve used the zoom AI function on the app, Captions to make it feel like the video is constantly changing, but this might be a better way to maintain people’s attention. The zoom function is good but it can be a bit excessive.

Thanks so much for reading.

Until next Friday, Stuart.

Want to score your personal training business and receive customised recommendations for improving it?

Take the PT Biz Quiz.

It’s free, takes just 2 minutes and will tell you where to dedicate your time so you can:

  • sign up more clients

  • improve your marketing message

  • and run a more systemised business.