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Client Onboarding Template in Excel

Still tracking clients in Excel? TrainerStudio exists.

If you train several clients, you know how this ends: texting everyone to ask who trained, with your data scattered everywhere. Grab the free template, and when you outgrow it, TrainerStudio does the work for you.

Download Excel (.xlsx)

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client onboarding personal trainer template excel What's in this template

Download a free onboarding template for personal trainers in Excel. Includes first-step checklist, client details, goals and the first 4 weeks of planning. Ready to use.

  • Full personal and contact details form
  • Checklist of onboarding documents
  • SMART goals and client motivation section
  • First 4 weeks of planning with checkpoints
  • Initial assessment log for measurements, photos and 1RM
  • Compatible with Google Sheets and Microsoft Excel
  1. A worried trainer looks at his phone, sitting on a bench with client files

    From spreadsheets to an app for personal trainers A spreadsheet keeps you organized. It won't grow your business.

    Every new client means another sheet, another PDF and another text. Your calendar is your ceiling.

  2. A trainer works alone on her laptop at the gym at dawn

    6:40 AM

    Before you even open, you're copying sets into the spreadsheet.

  3. The trainer answers messages on her phone from the couch at night

    11:10 PM

    The day's last question lands in your texts.

  4. The trainer goes over a list of names in a notebook at the kitchen table

    Day 30

    You check who's paid and who hasn't. One by one.

  5. The trainer corrects a client's squat in bright morning light

    With TrainerStudio

    The app does all of that. You're on the floor, with your clients.

App for personal trainers Train more clients in less time.

  • A client checks her workout on her phone at home

    Today's workout, in your app.

    Your clients open the session in an app with your brand, with a video for every exercise.

  • The trainer looks at her phone, relaxed, sitting in the gym

    See who trained without asking.

    You know how each client is doing without chasing anyone.

  • The trainer and a client high-five at the end of the session

    Payments collect themselves.

    Every month, by card. You get back to what really matters: coaching.

“…the trainerstudio App was a leap in quality for my product.”
@baumovment

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For trainers and nutritionists only Using templates with your clients? Move them to an app with your brand.

Train more clients in less time. Your clients train from their phones, you see every session and you get paid without chasing anyone. 12,000+ trainers already use it.

I'm a trainer: try it freeSee how it works

3 clients free forever · No card

Training on your own? Then you don't need TrainerStudio: the template is yours, free, with no account.