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The First Clients Without Posting Workbook

By the end you'll have your list of people who already trust you, messages ready to send, one place where leads can book and pay, three local partners to pitch, a call plan that turns talks into paying clients, and 7 days of actions to land your first clients without social media or a website.

Free workbook14 pagesabout 50 minutes

What you'll have at the end

  • Your number: how many calls you need to book this week
  • A trust list of 20 or more names, with your first five starred
  • Four messages and a partner pitch written in your own words
  • One place to send every lead: a Google Business Profile, a booking link and a payment link

Inside

  1. Find your number
  2. List everyone who already trusts you
  3. Write the messages you'll send
  4. Set up one place to book and pay
  5. Pick three local partners
  6. Plan your call and your referral ask
  7. Your 7-day plan
Jason O'DellBy Jason O'Dell, founder of RiseForIt. Goes with the free guide Get Personal Training Clients Without Social Media or a Website.
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RRiseForItThe First Clients Without Posting Workbook

Step 1 of 6 · Learn it

Find your number

Without a number, you send three texts, hear nothing back and quit. A number tells you how many people to reach this week, so one quiet day doesn't stop you.

How to do it

  1. Write the monthly income you want from your own clients.
  2. Write what one client pays you a month.
  3. Divide the goal by the price. That is how many clients you need.
  4. Guess your close rate and show-up rate. If you have no data yet, start with 1 in 3 calls closing and 3 in 4 booked calls showing up.
  5. Use the second calculator to see how many calls to book, then pick how many you'll book this week.

Example: Maya, an in-person trainer in a commercial gym starting her own online clients

Monthly goal: $2,000

One client pays: $200 a month

Clients needed: 10. Starting with 5 this month.

Close rate: 1 in 3 calls. Show-up rate: 3 in 4 booked calls.

So: 15 calls held, 20 calls booked this month.

This week: book 5 calls.

Your turn on the next page →

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RRiseForItThe First Clients Without Posting Workbook

Step 1 of 6 · Your turn

Find your number

Do the math

Work backwards from the clients you want

Calls I will book this week

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RRiseForItThe First Clients Without Posting Workbook

Step 2 of 6 · Learn it

List everyone who already trusts you

I watched a trainer who was older than me leave to train clients from a gym he built in his backyard, then ask, 'Can I get my old job back?' because 'I don't know how to get leads.' This list is your leads, and most trainers never write it down.

How to do it

  1. Scroll your phone contacts top to bottom. Write every person who knows you train people.
  2. Add past clients, even ones who stopped years ago. Write why they stopped if you know. A move or a schedule change is not a no.
  3. Add old teammates, coworkers, church friends and parents from your kid's school.
  4. Mark each name as friend, past client or current client.
  5. Star the five you'd feel easiest texting today.

Example: Maya's first five rows

Liz | past client | trained 2 years ago | stopped when her baby came, schedule changed *

Jen | past client | trained last year | moved across town *

Tom | friend | old coworker | always asks about my training *

Dana | current client | 6 months with me | just hit her first pull-up *

Rosa | friend | soccer mom from my son's team | said she wants to get back in shape *

Your turn on the next page →

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RRiseForItThe First Clients Without Posting Workbook

Step 2 of 6 · Your turn

List everyone who already trusts you

Your trust list (keep going on the back until you hit 20 names)

NameFriend / past / currentHow they know youWhy they stopped or why they'd care

The first 5 people I'll text

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RRiseForItThe First Clients Without Posting Workbook

Step 3 of 6 · Learn it

Write the messages you'll send

A vague 'I'm training people, let me know!' gets a thumbs up and nothing else. A short personal message that asks one clear question gets real answers.

How to do it

  1. Write who you help in one sentence, as if the reader has never heard what you do.
  2. Pick one clear offer: a free first week, or a 20-minute call.
  3. Fill in each script below in your own words. Read it out loud. If it sounds like an ad, rewrite it.
  4. Before you send, add one personal detail for that person.
  5. If they don't answer, send the follow-up once, a week later. Log every message in the tracker.

Example: Maya's messages

Who I help: 'I coach busy moms who want to lose weight at home without living at the gym.'

Offer: first week free.

To Tom: 'Hey Tom, I'm coaching people online now, mostly busy moms who want to lose weight without living at the gym. Do you know anyone who's been trying to get back in shape? I'll give them their first week free.'

To Liz: 'Hey Liz, I was just thinking about how strong you got on squats. I coach online now, so you can train at home during nap time. Want to hop on a 20-minute call and see if it fits?'

To Dana: 'You just did your first pull-up. You couldn't hang from the bar when we started. Who else in your life needs this? If they sign up, your next month is on me.'

Your turn on the next page →

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RRiseForItThe First Clients Without Posting Workbook

Step 3 of 6 · Your turn

Write the messages you'll send

Who I help, in one sentence

To a friend or contact

Hey , I'm coaching people now, mostly who want to without . Do you know anyone who's been trying to ? I'll give them .

To a past client

Hey , I was just thinking about how . I coach online now, so you can train . Want to hop on a 20-minute call and see if it fits?

To a current client after a win

You just . You couldn't do that when we started. Who else in your life needs this? If they sign up, .

The follow-up, one week later

Hey , no pressure on this. Just checking if anyone came to mind who wants to . My still stands.

Message tracker

NameDate sentWhat they saidFollow-up dateNext step
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RRiseForItThe First Clients Without Posting Workbook

Step 4 of 6 · Learn it

Set up one place to book and pay

If a friend says 'my sister wants in' and you have nowhere to send her, the lead goes cold. You don't need a website. You need one place where a person can check you out, book a call and pay you.

How to do it

  1. Create a free Google Business Profile with your photo, your area and your who-I-help sentence.
  2. Make a booking link for a 20-minute call in a scheduling tool like Calendly.
  3. Make a payment link in Stripe or in your coaching app.
  4. Set up a coaching app like Trainerize or TrueCoach to deliver programs and weekly check-ins.
  5. Save your direct Google review link in your phone notes, and start a simple email list of past clients and leads for one useful note a week.

Example: Maya's storefront

Google profile: Maya Ruiz Coaching, north side, 'I help busy moms lose weight at home.'

Booking link: 20-minute 'Fit check call', Monday to Thursday, 7 to 9 pm.

Payment link: $200 a month, through Stripe.

App: Trainerize, with a 12-week program template loaded.

Review link saved in notes. First ask goes to Dana.

Email list: past clients and leads, one useful note every Sunday.

Your turn on the next page →

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RRiseForItThe First Clients Without Posting Workbook

Step 4 of 6 · Your turn

Set up one place to book and pay

Your storefront

Your links

LinkWrite it here

Happy clients I'll ask for a Google review, on the day they hit a goal

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RRiseForItThe First Clients Without Posting Workbook

Step 5 of 6 · Learn it

Pick three local partners

Physical therapists, chiropractors, dietitians, massage therapists and running stores talk to your future clients every week. Skip them and you leave your steadiest source of strangers who already trust someone who trusts you.

How to do it

  1. List local businesses that see your kind of client every week.
  2. Write the owner or manager's name if you know it.
  3. Pick the three whose people are closest to the clients you help.
  4. Fill in the pitch below. Offer their people a free intro session, and send your own clients their way when it fits.
  5. Put a follow-up date one week after each pitch. Bring something useful, like a one-page home workout for their patients.

Example: Maya's partner list

North Side Physical Therapy | Dr. Kim | patients finish knee rehab and stop moving | visit Tuesday | follow up next Tuesday with a one-page home workout

Stride Running Store | manager Jo | new runners get hurt in month one | visit Wednesday | follow up with a 10-minute warm-up sheet

Bloom Massage | owner Priya | clients with tight backs from desk jobs | call Thursday | follow up with a desk stretch card

Your turn on the next page →

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RRiseForItThe First Clients Without Posting Workbook

Step 5 of 6 · Your turn

Pick three local partners

Local partners

BusinessContact personWhy their people need youDate I'll reach outFollow-up date

My 3 partners to pitch this week

Your partner pitch

Hi, I'm , a trainer here in . A lot of your . I'd like to offer them a free intro session so they . Can I drop off a few cards this week?
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RRiseForItThe First Clients Without Posting Workbook

Step 6 of 6 · Learn it

Plan your call and your referral ask

Talk about sets and reps and people say they'll think about it. Talk about where they hurt and where they'll land, and they buy. Then ask for referrals at set times, or they never come.

How to do it

  1. Ask three questions: what do you want, why now, and what stopped you before. Write their words down.
  2. Give them the plan in one sentence, using their words.
  3. Name the price and stop talking.
  4. If they say it costs too much, ask what it's worth to fix this now. Don't cut your price. Add value instead, like an extra check-in call.
  5. Put two referral asks into your program: after their first real win, and at the end of week 12.

Example: Maya's call with Kara, a friend of Tom's

Wants: to play with her kids at the park without getting winded.

Why now: her sister's wedding is in the spring.

Stopped before: the gym was 25 minutes away and she never had time.

Plan: 'Over the next 12 weeks, I'll give you 30-minute home workouts and a check-in every Sunday so you can keep up with your kids before the wedding. It's $200 a month.' Then quiet.

If too much: add a second check-in call in week one. Price stays $200.

Referral asks: after her first full week done, and at week 12. Reward: a free month for Kara, a free first week for her friend.

Your turn on the next page →

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Step 6 of 6 · Your turn

Plan your call and your referral ask

Call notes

NameWhat they wantWhy nowWhat stopped them beforeNext step

Your one-sentence plan and price

Over the next 12 weeks, I'll so you can before . It's a month.

Value I'll add instead of cutting my price

My referral reward, and the two moments I'll ask

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RRiseForItThe First Clients Without Posting Workbook

The plan

Your next 7 days

Small actions, one a day. Do Day 1 even if you skip everything else.

Your answers, in one place

Calls this week
First 5 texts
Who I help
3 partners

One small job a day

DayDo thisDoneNotes
Day 1Text the first 5 people on your trust list, each one with a personal detail added.
Day 2Set up your Google Business Profile, booking link and payment link.
Day 3Ask one current client for a referral and a Google review after their latest win.
Day 4Text 5 more people from your list and hold any calls you've booked, using your call notes.
Day 5Pitch your first local partner in person or by phone.
Day 6Pitch partners two and three, and put a follow-up date next to each.
Day 7Send one follow-up to everyone who didn't answer, then count your booked calls against your weekly number.
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