Personal Trainer Templates

Personal Trainer Templates

There is a huge number of templates that someone in the Personal 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 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 Template
2. Workout Plan Template
3. Nutrition Plan Template
4. Progress Tracking Template
5. Exercise Log Template
6. Client Agreement Template
7. Goal Setting Template
8. Weekly Schedule Template
9. Invoice Template
10. Marketing Plan Template

Reports

Reports are often prepared by a Personal 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 Sales Report
2. Client Attendance Report
3. Revenue by Service Report
4. Client Progress Report
5. Inventory Report
6. Marketing Campaign Performance Report
7. Staff Performance Report
8. Class Schedule Report
9. Equipment Maintenance Report
10. Client Feedback 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 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 SOP
6. Equipment Maintenance SOP
7. Client Progress Tracking SOP
8. Fitness Event Planning SOP
9. Marketing and Promotion SOP
10. Staff Training and Development SOP

Presentations

Personal 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
2. Workout Plan for Beginners
3. Nutrition Guide for Weight Loss
4. Strength Training Program for Advanced Clients
5. Injury Prevention and Rehabilitation Techniques

Legal Docs

There are several key times when a Personal 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. Liability Waiver Template
2. Client Agreement Template
3. Medical Release Form Template
4. Personal Training Contract Template
5. Fitness Assessment Form Template

Health & Safety Templates

Health & Safety templates for a Personal 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 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 Trainer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Training Invoice
2. Group Fitness Class Invoice
3. Nutrition Consultation Invoice
4. Personalized Workout Plan Invoice
5. Fitness Assessment Invoice

Survey Templates

For a Personal Trainer to get insights related to the work they do, they need to send out Personal 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. Group Exercise Class Feedback Survey
4. Personal Training Session Feedback Survey
5. Facility Cleanliness and Maintenance Survey

Meeting Agendas

Having premade Personal 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 Trainer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Client Payment Tracker
3. Gym Equipment and Supply Budget
4. Marketing and Advertising Budget
5. Professional Development and Certification Budget

Dashboards

Dashboards are a useful way for a Personal 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 Attendance Dashboard
4. Marketing Campaign Performance Dashboard
5. Equipment Maintenance Dashboard

Proposal Templates

For bidding or requesting work, a Personal 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. Corporate Wellness Program Proposal
5. Online Personal Training 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 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.