How to Create a Workout Plan for Clients and Get Paid on Time
Learn how to create a workout plan for clients and get paid on time with these expert tips and a B2B SaaS tool.
You spent hours crafting a customized workout plan for a new client, only to have them cancel at the last minute without paying for your time. This is just one of many painful scenarios that personal trainers face when dealing with non-paying clients. In this post, we'll show you how to create a workout plan that sets clear expectations and gets you paid on time.
Why this keeps happening
The problem is that many personal trainers don't have a clear system in place for creating workout plans and getting paid. This can lead to a lack of clarity around what's expected of clients, which can result in cancellations, no-shows, and unpaid invoices.
Real example
Sarah, a personal trainer, spent hours creating a customized workout plan for a new client. She sent them the plan via email, but didn't send a formal contract or request a deposit. The client ended up canceling at the last minute without paying for Sarah's time, leaving her out of pocket and frustrated.
The habits that fix this permanently
These are the non-negotiables for getting paid reliably in your profession:
How to implement this step by step
Step 1: Create a Standard Workout Plan Template
Start by creating a standardized template for your workout plans. This will save you time and ensure that you're not reinventing the wheel each time. Include a clear outline of the scope of work, payment terms, and cancellation policy. For example, you might include a section on what's included in the workout plan, how often sessions will be held, and what the payment terms are. This will help you avoid misunderstandings with clients and ensure that you're both on the same page.
Step 2: Clearly Outline Payment Terms and Cancellation Policy
Make sure to clearly outline your payment terms and cancellation policy in the contract. This should include information on how payments will be made, what the cancellation policy is, and what happens if a client needs to cancel a session. For example, you might state that payments will be made in full upfront, and that cancellations need to be made at least 24 hours in advance. This will help you avoid disputes and ensure that you're protected in case a client needs to cancel.
Step 3: Request a Deposit from Clients
Request a deposit from clients upfront to ensure they're committed to the workout plan. This can be a small amount, such as $50 or $100, and can be used as a non-refundable deposit. This will help you avoid no-shows and cancellations, and ensure that clients are serious about committing to the workout plan.
Step 4: Use a B2B SaaS Tool to Send Contracts and Invoices
Use a B2B SaaS tool like Becflow to send contracts and invoices electronically and track payments. This will save you time and ensure that you're getting paid on time. With Becflow, you can create custom contracts and invoices, send them to clients electronically, and track payments in real-time. This will help you avoid disputes and ensure that you're getting paid for your work.
Step 5: Set Clear Expectations and Follow-Up with Clients
Set clear expectations around communication and follow-up with clients. This should include information on how often you'll be in touch, how clients can reach out to you, and what the next steps are if a client needs to cancel or reschedule. For example, you might state that you'll be in touch with clients every week to check on progress, and that cancellations need to be made at least 24 hours in advance. This will help you avoid misunderstandings and ensure that clients are committed to the workout plan.
The Becflow solution
Becflow's B2B SaaS tool can help you create custom contracts and invoices, send them to clients electronically, and track payments in real-time. With AI-powered contracts, payment links, and automatic reminders, you can set clear expectations and get paid on time. Try Becflow today and start getting paid for your work!
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