ONLINE CLIENT TRACKING SHEET
CLIENT NAME:
DATE
ORIENTATION CALL:
6 WEEK SATISFACTION SURVEY CALL:
WEEKLY SUPPORT CALLS
Send Retention form 1-4 weeks B4 END DATE
RETENTION CALL
Trainerize Invitation
Transformation Program
HOW DID YOU FIND OUT ABOUT ME AND MY SERVICES?
FROM? TIME ZONE?
PHONE NUMBER:
E-MAIL ADDRESS
OCCUPATION:
AGE
HEIGHT:
WEIGHT AT TIME OF APPLICATION
DAY 1 START WEIGHT
GOAL WEIGHT:
START PICTURES SAVED VIA EMAIL E UPLOADED TO TRAINERIZE:
example@example.com
ACADEMY INVITATION WELCOME:
START DATE:
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
PROGRAM COMPLETION DATE:
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
ONLINE COACHING PROGRAM:
DAILY/WEEKLY CARDIO/ACTIVITY:
SUPPLEMENTS:
TRANSFORMATION TEMPLATE #?: WEIGHT TIMES 8:
OFFBOARDING REMINDERS:
COMMUNITY/ZOOM INTERVIEW/TRAINERIZE SURVEY/TRAINERIZE/ACADEMY/GRATITUDE GOODBYE
Submit
Should be Empty: