Client Onboarding Template in Excel
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.
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What's included in this template
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
Excel and PDF templates are a good start, but...
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