BAB Solutions Offer Enhancement In-Take Form

Hey Coach, I appreciate you taking the time to meet today! My goal is to help you set up efficient operational systems that make your online fitness coaching business run smoothly—so you can focus on what you do best: coaching your clients and growing your brand.

Before we dive in, I’d love to get a clear understanding of your current setup, what’s working well, and where you might be facing challenges.

This will help me tailor the right systems to streamline your workflow, automate key tasks, and ultimately create a business that runs efficiently while scaling.

I’ve got a few key questions to guide us through this process, but feel free to bring up anything on your mind as well. Let’s start with your big-picture vision for your business—where do you see it in the next 6-12 months?

Business Structure & Vision

1. What is your long-term vision for your coaching business? (Scaling, automation, team expansion?)

2. What services do you offer, and how do you currently deliver them? (One-on-one, group coaching, app-based, hybrid model?)

Client Onboarding & Management

3. What is your current client onboarding process, and what challenges are you facing with it?

4. How do you track client progress, check-ins, and communication? (CRM, spreadsheets, fitness app?)

Payment Processing & Financials

5. What payment structure do you have in place, and do you offer subscriptions, one-time payments, or financing options?

6. Do you have an automated system for invoicing, recurring payments, and financial tracking? (Stripe, PayPal, QuickBooks?)

Technology & Automation

7. Which software and platforms are you currently using for coaching, scheduling, and client communication? (Trainerize, My PT Hub, Zoom, Calendly, etc.)

8. What aspects of your business would you like to automate or improve for better efficiency? (Lead nurturing, email follow-ups, workout/nutrition delivery, scheduling?)

Marketing & Lead Generation

9. What is your current lead generation process, and do you have a system in place for capturing and nurturing leads? (Social media, ads, referrals, funnels?)

10. How do you track and analyze key business metrics like client retention, revenue growth, and conversion rates?

11. Please upload a copy of your logo so that I can get an idea of your brand identity.