Looking for Personal Fitness Trainer Templates to download? See the main templates that a Personal Fitness Trainer would use in their day-to-day work.
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Personal Fitness Trainer Templates
Contents
Personal Fitness Trainer Templates
There is a huge number of templates that someone in the Personal Fitness Trainer role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Personal Fitness Trainer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Client Assessment Form
2. Workout Plan Template
3. Nutrition Plan Template
4. Progress Tracking Spreadsheet
5. Exercise Log Template
6. Client Agreement Form
7. Goal Setting Worksheet
8. Weekly Schedule Template
9. Exercise Library Spreadsheet
10. Marketing Plan Template
Reports
Reports are often prepared by a Personal Fitness Trainer to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Client Progress Report
2. Revenue and Expenses Report
3. Attendance and Class Participation Report
4. Equipment Maintenance Report
5. Marketing Campaign Performance Report
6. Client Satisfaction Survey Report
7. Staff Training and Development Report
8. Inventory and Supplies Report
9. Health and Safety Compliance Report
10. Client Retention and Referral Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Personal Fitness Trainer does and how they do it.
1. New Client Assessment SOP
2. Personalized Workout Plan SOP
3. Nutrition Consultation SOP
4. Group Fitness Class SOP
5. Injury Prevention and Safety SOP
6. Equipment Maintenance SOP
7. Client Progress Tracking SOP
8. Marketing and Promotion SOP
9. Client Retention SOP
10. Continuing Education and Professional Development SOP
Presentations
Personal Fitness Trainer presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Progress Report Template
2. Workout Plan Template
3. Nutrition Guide Template
4. Client Assessment Template
5. Goal Setting Template
Legal Docs
There are several key times when a Personal Fitness Trainer needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Client Waiver and Release Form
2. Personal Training Agreement
3. Health History Questionnaire
4. Fitness Assessment Consent Form
5. Liability Insurance Certificate
Health & Safety Templates
Health & Safety templates for a Personal Fitness Trainer ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Emergency Action Plan Template
4. Health and Safety Inspection Checklist Template
5. Training Attendance Record Template
Calendars
Setting up Personal Fitness Trainer calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Workout Schedule
2. Client Appointment Calendar
3. Group Fitness Class Schedule
4. Personal Training Availability Calendar
5. Fitness Events and Workshops Calendar
Invoice Templates
Several types of Personal Fitness Trainer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Training Services Invoice
2. Group Fitness Class Invoice
3. Personalized Meal Plan Invoice
4. Fitness Consultation Invoice
5. Equipment Rental Invoice
Survey Templates
For a Personal Fitness Trainer to get insights related to the work they do, they need to send out Personal Fitness Trainer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Fitness Program Evaluation Survey
3. Personal Goal Assessment Survey
4. Group Fitness Class Feedback Survey
5. Nutrition and Diet Habits Survey
Meeting Agendas
Having premade Personal Fitness Trainer meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Client Progress Review Meeting
2. Team Training and Development Meeting
3. Marketing and Promotions Planning Meeting
4. Monthly Budget and Financial Review Meeting
5. Staff Performance Evaluation Meeting
Budget Templates
To manage finances well, a Personal Fitness Trainer would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Client Payment Tracker Template
3. Gym Equipment and Supplies Budget Template
4. Marketing and Advertising Budget Template
5. Professional Development and Certification Budget Template
Dashboards
Dashboards are a useful way for a Personal Fitness Trainer to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Client Progress Dashboard
2. Revenue and Expenses Dashboard
3. Class Schedule Dashboard
4. Marketing Campaign Dashboard
5. Inventory Management Dashboard
Proposal Templates
For bidding or requesting work, a Personal Fitness Trainer needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Personal Training Package Proposal
2. Group Fitness Class Proposal
3. Nutrition and Meal Planning Proposal
4. Fitness Assessment and Goal Setting Proposal
5. Corporate Wellness Program Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Personal Fitness Trainer templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
