RRiseForIt

The Double Your Clients Workbook

By the end you'll know which stage of your funnel is leaking, how many booked calls a week it takes to double your clients, and the one to three changes you'll start this week to fix that stage.

Free workbook12 pagesabout 45 minutes

What you'll have at the end

Your five funnel numbers for the last 30 days, with the one leaking stage circled
The number of booked calls you need each week to double your clients
One to three fixes for your worst stage, with the messages already written
A 12-week scoreboard with your Week 5 recount on the calendar

Inside

Count your funnel and find the leak
Work out how many calls you need each week
Pick 1 to 3 fixes for your worst stage
Write the messages your fix needs
Set up your scoreboard for the next 12 weeks
Your 7-day plan

Your nameStart date

By Jason O'Dell, founder of RiseForIt. Goes with the free guide Fix Your Funnel Bottleneck and End the Year With Double the Clients.

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RRiseForItThe Double Your Clients Workbook

Step 1 of 5 · Learn it

Count your funnel and find the leak

If you skip this, you'll fix the stage that feels broken instead of the one that is. A trainer at my gym left to coach clients from a gym he built in his backyard, and months later he asked for his old job back because, in his words, "I don't know how to get leads."

How to do it

Open your DMs, forms, comments and calendar for the last 30 days. A lead is anyone who raised their hand about coaching.
Count four stages: leads, booked calls, calls that showed up, and people who paid.
For Stayed, count the clients you had 30 days ago who are still paying you today.
Divide each stage by the one before it: booked ÷ leads, showed ÷ booked, paid ÷ showed, stayed ÷ clients you had 30 days ago.
Circle the smallest number. That's your bottleneck. Grade it against your own numbers only, not anyone else's.

Example: Maya, an in-person trainer in a commercial gym

Leads: 40. Booked: 12. Showed: 6. Paid: 2.

Booked ÷ leads: 12 ÷ 40 = 0.30

Showed ÷ booked: 6 ÷ 12 = 0.50

Paid ÷ showed: 2 ÷ 6 = 0.33

Stayed: 9 of the 10 clients she had 30 days ago = 0.90

Smallest number: 0.30. Maya's bottleneck is leads not booking.

Your turn on the next page →

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RRiseForItThe Double Your Clients Workbook

Step 1 of 5 · Your turn

Count your funnel and find the leak

Your last 30 days (rows: Lead, Booked call, Showed up, Paid, Stayed)

Stage	Count	Divide by	Rate

My smallest number and the stage it belongs to

You're done when one stage is circled as your bottleneck and you've written its number down.

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RRiseForItThe Double Your Clients Workbook

Step 2 of 5 · Learn it

Work out how many calls you need each week

Without this number, "double my clients" stays a wish and you can't tell a good week from a bad one.

How to do it

Name your client goal and a date, like 90 days from today. If you think in money, use the income box first: your monthly goal ÷ what one client pays.
Take your goal, subtract the clients you have, and add the clients you expect to lose by then. That's how many new clients you need.
Put your new clients, your close rate (paid ÷ showed) and your show rate (showed ÷ booked) into the pipeline box.
Divide the booked calls you need by the weeks you have. That's your weekly target.
Work out what one client is worth: monthly price × months they stay. Don't run paid ads until you know this number.

Example: Maya, an in-person trainer in a commercial gym

Goal: 20 clients in 90 days. She has 10. She loses about 1 a month, so she plans on losing 3.

New clients needed: 20 - 10 + 3 = 13

Close rate 1 in 3. Show rate 1 in 2. So each new client takes 6 booked calls.

13 × 6 = 78 booked calls over 13 weeks = 6 calls a week

She books 0.30 of her leads, so 6 calls a week takes 20 leads a week.

One client: $300 a month × 8 months = $2,400

Your turn on the next page →

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RRiseForItThe Double Your Clients Workbook

Step 2 of 5 · Your turn

Work out how many calls you need each week

Do the math

Monthly income goal ($)What one client pays a month ($)

My goal ___ minus clients I have ___ plus clients I'll lose ___ = new clients I need ___ by (date) ___

Work backwards from the clients you want

New clients you wantYour close rate on calls (%)How many booked calls show up (%)

Booked calls I need each week

One client is worth: $___ a month × ___ months = $___

You're done when you have one weekly number for booked calls and you know what one client is worth.

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RRiseForItThe Double Your Clients Workbook

Step 3 of 5 · Learn it

Pick 1 to 3 fixes for your worst stage

Change ten things and you won't know which one worked. Change one to three and you'll see it in your numbers by Week 5.

How to do it

Find the checklist below that matches the stage you circled on page 1. Skip the others.
If your schedule is already full and more leads don't bring more income, use the last checklist. The bottleneck is you.
Tick one to three fixes you can start this week. Pick the ones you'd still do on your worst week.
Write each fix in the table with the day you'll start it and the number you want it to beat.

Example: Maya (bottleneck: leads don't book)

Fix 1: Answer every lead the same day. Start Monday.

Fix 2: Send a 7-day walking plan, then ask one question about their goal. Start Monday.

Number that should move: booked ÷ leads. Target: beat 0.30 by Week 5.

Your turn on the next page →

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RRiseForItThe Double Your Clients Workbook

Step 3 of 5 · Your turn

Pick 1 to 3 fixes for your worst stage

If you don't get enough leads

Pick one platform, like Instagram ReelsPost on a schedule you could keep on your worst monthEach video names a real client problem and gives your fixEnd every post with one clear ask, like "DM me START"Ask every happy client for one namePartner with someone who sees your clients first, like a physical therapist, chiropractor or hairdresserSend a short weekly email to everyone who ever raised their hand

If you're attracting the wrong clients

Write one sentence: who you serve and why you're differentPost about your client's world, not training for other trainersRepeat your one sentence often

If leads don't book

Answer every lead the same daySend a simple tool, like a 7-day walking plan or a meal templateAsk one question about their goalOffer a free workshop or trial that ends with a clear next step

If booked calls don't show

Book the call within 48 hoursText them the day beforeText them an hour beforeTell them what they'll walk away with

If people show but don't buy

Spend most of the call on where they hurt and where they want to landPut proof where they decide: your clients' results, reviews, certificationsWhen they say they can't afford it, ask what would make this a priorityNever cut your price. Add value, like a weekly check-in or a nutrition plan

If clients quit

Set a 12-week goal in the first sessionCheck in every weekFilm their winsOffer the next phase before the first one ends

If your schedule is full (the bottleneck is you)

Raise your price and add value so it holdsMove some clients to online coachingRun small group sessionsHand off admin first: scheduling, reminders, editingHire for the one job slowing you down and test them on a small task first

My fixes

Fix	Start day	Number that should move	Target to beat

My first fix, in one sentence

You're done when you have one to three fixes written down, each with a start day and a number to beat.

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RRiseForItThe Double Your Clients Workbook

Step 4 of 5 · Learn it

Write the messages your fix needs

A message you have to make up on the spot won't get sent on a busy day. Write it once and send it every time.

How to do it

Fill in only the scripts that match the fixes you picked. Leave the rest blank.
Write it the way you talk, then read it out loud once.
Save each one as a note or text shortcut on your phone.
If a lead or call is waiting right now, send the first message today.

Example: Maya's same-day reply to a new lead

"Hey Dana, thanks for reaching out about coaching. Here's a 7-day walking plan you can start tomorrow.

Quick question: what's the one thing you want to change by summer?"

Saved as a text shortcut called "new lead".

Your turn on the next page →

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RRiseForItThe Double Your Clients Workbook

Step 4 of 5 · Your turn

Write the messages your fix needs

Same-day reply to a new lead

Hey , thanks for reaching out about . Here's to help you start. Quick question: ?

Book the call within 48 hours

Let's talk about . I have at or at . Which works for you?

Reminder the day before

Hey , quick reminder we're talking tomorrow at . You'll walk away with . See you then.

Reminder an hour before

Hey , see you in an hour at . Bring .

When they say they can't afford it

I hear you. You said you want . What would make that a priority for you right now?

Referral ask to a happy client

Hey , has been great to watch. Who do you know who keeps trying to get in shape and keeps getting stuck? Can I send them a free week?

Next phase offer, before the first one ends

Hey , in weeks you . Before this phase ends, here's what's next: . Want to keep going?

Who you serve, in one sentence

I help . Unlike , I .

You're done when every fix you picked has a written message saved on your phone.

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RRiseForItThe Double Your Clients Workbook

Step 5 of 5 · Learn it

Set up your scoreboard for the next 12 weeks

If you don't count again at Week 5, you won't know if your fix worked or when it's time to move to the next stage.

How to do it

Write your page 1 numbers in the first row as your baseline.
Pick one day each week and fill in one row: leads, booked, showed, paid, and clients who stayed.
Week 5: count the last 30 days again. If your stage beat its baseline, keep those changes and go back to page 3 for the next worst stage.
Weeks 10 to 12: push what works. Ask every client for a referral and offer each one their next phase.
The whole time, keep posting and keep answering leads the same day.

Example: Maya at her Week 5 recount

Baseline: 40 leads, 12 booked = 0.30

Week 5 (last 30 days): 38 leads, 17 booked = 0.45

It beat her baseline. She keeps the same-day reply and the walking plan.

Next worst stage: paid ÷ showed at 0.33. She goes back to page 3 for that one.

Your turn on the next page →

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RRiseForItThe Double Your Clients Workbook

Step 5 of 5 · Your turn

Set up your scoreboard for the next 12 weeks

Weeks 1 to 6 (first row: your baseline)

Week	Leads	Booked	Showed	Paid / Stayed

Weeks 7 to 12

Week	Leads	Booked	Showed	Paid / Stayed

Date I'll count again (Week 5)

Week 5: did my stage beat its baseline? My next worst stage is

You're done when your baseline is in the first row and your Week 5 recount date is on your calendar.

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RRiseForItThe Double Your Clients Workbook

The plan

Your next 7 days

Small steps for your first week. Do them in order and keep each one short.

Your answers, in one place

Bottleneck

Calls a week

Fix #1

Recount date

One small job a day

Day	Do this	Done	Notes
Day 1	Write your bottleneck, your calls-a-week number and your first fix on one card. Put it where you'll see it every day.
Day 2	Start your first fix today. Use the message you wrote for it on page 4.
Day 3	Answer every new lead the same day, with a simple tool and one question about their goal.
Day 4	If you picked a second or third fix, start it today. Don't add a fourth.
Day 5	Check your first fix. Did it happen every time it should have? Fix whatever slipped.
Day 6	Post one video that names a real client problem, gives your fix, and ends with one clear ask.
Day 7	Fill in this week's row on your scoreboard and put your Week 5 recount date on your calendar.

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Where should we send it?

The Double Your Clients Workbook

Count your funnel and find the leak

Count your funnel and find the leak

Work out how many calls you need each week

Work out how many calls you need each week

Pick 1 to 3 fixes for your worst stage

Pick 1 to 3 fixes for your worst stage

Write the messages your fix needs

Write the messages your fix needs

Set up your scoreboard for the next 12 weeks

Set up your scoreboard for the next 12 weeks

Your next 7 days

Get the next workbook