Coaching and ServicesOnline Coaching 5 Steps to Build Your First Online Training Program

So you are ready to start building your first online training program in Trainerize?!

Where do you start? Let me help.

There are so many different ways and techniques to get started. I’m going to show you what has worked for me in order to be the most effective and efficient when planning and creating client programs.

Here are the steps I take with each new client that signs up to work with me:

1. Intake Form

Initially after a clients signs up, I have them fill out a pretty detailed intake form asking all kinds of things related to their goals, current fitness level, fitness experience with certain equipment, nutritional habits, sleep habits, current or past training plans, etc. In order to get a really good idea of how I can help this client

2. 30-Minute Call

This is to go over the intake form, ask any questions that I have regarding the intake form, and go into more detail about goals and how we are going to set the first phase of their training program.

3. Build a Custom Program

Due to the fact that I sell individualized programs for my big ticket online training clients, I do not generally use the Master Program feature in Trainerize. If you’re doing more generalized programs, start there!

Personally, I head to the client account in Trainerize app and begin building their program right in their profile.

All of my new clients sign up with me for a minimum of 3 months to start in order to ensure their is a full commitment from them and I build the programs in 3 phases right at the beginning. However, I often have to go in and alter some exercises or rep ranges in the second and third phases based on the results, compliance, and feedback of phase 1.

It’s easier for me to map out three months at once rather than creating new programs every month. When I am in the clients personal account, I create three phases with start dates accordingly. I right away add to their calendar check in dates, reminders to upload progress pics and measurements for the three months, and set their habit reminders that we are going to work on throughout the 3 months. Then I begin building the program by adding and creating each workout individually and saving them to their training phase. The client will only be able to see the workouts in their current training phase, so don’t worry if you have to go ahead and make changes to the periodized programs starting at later dates as they wont be able to see those workouts.

4. Schedule the Workouts in the Calendar

Once all of the workouts are completed, I schedule them into the clients calendar (usually recurring for the length of their training phase on any given day). It is super easy to set recurring or drag and drop workouts on certain days as needed.

Then, inform the client their workouts are ready!

5. Share with the Client

Once I’m all done, I inform the client their workouts are ready to go. I personally always use week 1 as a trial week with new clients I have never worked with. Although I have created individualized workouts for them I am still open to feedback from the client regarding the length of the workouts (how long it took them to get through it), difficulty level, certain exercises causing pain or need form review for etc.

If you are new to using Trainerize it can seem like a lot at first; however, it is very easy once you get going with creating client programs. There are many things you can to do make your life easier to train clients such as creating master programs that can be adjusted to each client depending on equipment available, goals or experience etc. Most important is to do what is best for you and your clients to get the best results from your services!

I hope this helps you get started with creating training programs on Trainerize!

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Michelle Roots

Michelle is the resident fitness expert for Trainerize. She has 8 years’ experience in the fitness industry training clients through her own business including: professional and elite level athletes, celebrities, online clients, and average people with fitness and fat loss goals, to name a few. She holds a bachelor's degree in Kinesiology, is a Certified Strength and Conditioning Specialist (NSCA) and a certified level 1 Nutrition Coach. Michelle wakes up happy every day because she is able to do what she loves for a living.

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