Download kit · 8 resources
25 audit items across 6 categories. Each PDF maps the manual task to its automation, the recommended tools, the weekly time saved, and the priority level. Start with the quick-start guide, then work through each category in order.
5 min read
Read this first. Explains how the 25-point audit works, the scoring tiers (0-8 Mostly Automated / 9-15 Automation Ready / 16-25 Urgent), and a worked example of completing the audit for a 30-client trainer.
Download PDFAudit items 1-5
5 checklist items for booking, reminders, rescheduling, calendar sync, and waitlists. The highest-ROI category — most trainers reclaim 2-3 hrs/week from scheduling alone.
Download PDFAudit items 6-10
5 items for recurring billing, invoicing, late-payment follow-up, retry logic, and pause/cancel handling. Second-highest ROI.
Download PDFAudit items 11-15
5 items for weekly check-ins, session reminders, milestone recognition, re-engagement sequences, and post-session follow-up. The biggest time-sink past 20 clients.
Download PDFAudit items 16-19
4 items for intake forms, welcome sequences, payment setup, and platform access provisioning. Smaller weekly cost but the highest first-impression leverage.
Download PDFAudit items 20-22
3 items for progress reports, real-time dashboards, and alerts on declining metrics. The operational foundation for scaling past 30 clients.
Download PDFAudit items 23-25
3 items for payment-to-accounting sync, expense tracking, and quarterly tax estimation. The category most trainers defer — and pay for at tax time.
Download PDF18 pages
The whole kit consolidated into a single 18-page document. Print-friendly layout. Ideal if you prefer to work through the audit offline in one sitting.
Download PDFComplete the interactive version first. It computes your score, highlights the worst-scoring category, and builds a priority action plan filtered to your actual answers. Takes 10 minutes.
The article this kit was built from. Covers each of the 6 automation systems in depth with tool comparisons, before/after metrics, and the “One Weekend” implementation framework.
Read “Automate 80% of Your Personal Training Business”