RRiseForIt
The Leave With Clients Workbook
By the end you'll have your number (the clients and price that cover your rent and bills), your contract read, an honest list of the clients you can count on, your referral and review asks written, and a weekly marketing slot with a plan for who answers new leads.
Free workbook12 pagesabout 45 minutes
RRiseForItThe Leave With Clients Workbook
Step 1 of 5 · Learn it
Work out your number
If you leave without knowing how many clients cover your bills, you'll find out the hard way when rent is due. Then you drop your price, take anyone, and stop thinking clearly.
How to do it
- Write down every bill you pay each month, including rent, car, phone, food and insurance.
- Add any new costs of going independent, like renting gym space or liability insurance.
- Set the price one client will pay you each month at your new rate.
- Divide your total bills by that monthly price. Round up. That's your number.
Example: Maya, an in-person trainer in a commercial gym
Rent $1,400. Utilities $170. Car and gas $450. Phone $80. Food $500.
Health and liability insurance $300. Gym space rental $400.
Total: $3,300 a month.
New price: $50 a session, twice a week, about $400 a month per client.
$3,300 / $400 = 8.25. Rounded up: 9 clients.
Your turn on the next page →
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RRiseForItThe Leave With Clients Workbook
Step 1 of 5 · Your turn
Work out your number
My new price: $___ a session, ___ sessions a month = $___ a month per client
My number: ___ clients at $___ a month
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RRiseForItThe Leave With Clients Workbook
Step 2 of 5 · Learn it
Read your contract
Some gym contracts limit what you can say to clients or where you can train after you leave. If you talk to clients first and read later, you can lose them and land in trouble.
How to do it
- Find your signed contract or ask your manager for a copy.
- Look for each item on the checklist below and mark it when you find it.
- Write what each part says in plain words, and what it means for you.
- If any part is unclear, ask an employment lawyer before you talk to a single client about leaving.
Example: Maya, an in-person trainer in a commercial gym
Non-solicit: I can't ask gym clients to train with me for 6 months after I leave. Means: no pitching clients while I'm employed or for 6 months after.
Notice: 2 weeks in writing. Means: I give notice on a date I pick, not on a bad day.
Non-compete: none found. Means: I can train nearby.
Your turn on the next page →
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RRiseForItThe Leave With Clients Workbook
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RRiseForItThe Leave With Clients Workbook
Step 3 of 5 · Learn it
Count the clients you can really count on
Some of your gym clients will follow you, but not all of them. If you build your plan on the ones you're only hoping for, you leave short.
How to do it
- List every client you train now.
- Mark each one Yes, Maybe or No. Yes means you'd bet your rent on it.
- Write what each Yes would pay you a month at your new price.
- Add up only the Yes column. Subtract it from your bills to see your gap.
- Divide the gap by your monthly price and round up. That's how many new clients you need before you leave.
Example: Maya, an in-person trainer in a commercial gym
14 clients: 6 Yes, 4 Maybe, 4 No.
6 Yes x $400 = $2,400 a month.
Bills $3,300 - $2,400 = $900 gap.
$900 / $400 = 2.25. Rounded up: 3 new clients before I leave.
The 4 Maybes are a bonus, not the plan.
Your turn on the next page →
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RRiseForItThe Leave With Clients Workbook
Step 3 of 5 · Your turn
Count the clients you can really count on
Yes clients only: ___ x $___ = $___ a month
Gap: $___ (bills) - $___ (Yes total) = $___ = ___ new clients needed before I leave
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RRiseForItThe Leave With Clients Workbook
Step 4 of 5 · Learn it
Write your referral ask and review ask
The clients you train today are the ones who can send you a friend and leave a review a stranger reads later. If you don't write the ask down, you'll hope they think of it, and they won't.
How to do it
- Set up a free Google Business Profile in your own name so reviews belong to you.
- Fill in the referral script below so it sounds like you.
- Fill in the review script and paste in your review link.
- Pick 3 happy clients for each ask and write them in the table.
- Send it the same way every time. After each one, write what they said and your next step.
Example: Maya, an in-person trainer in a commercial gym
Referral: "Hey Dana, I love training you. Who's one friend who keeps saying they want to get stronger? I'd give them a free first session."
Review: "Hey Luis, would you leave me a quick Google review? Just say you came in for your back and now you deadlift without pain. Here's the link."
Table: Dana, May 3, said her sister Kim, next step text Kim Friday.
Your turn on the next page →
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RRiseForItThe Leave With Clients Workbook
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RRiseForItThe Leave With Clients Workbook
Step 5 of 5 · Learn it
Put marketing on your calendar and decide who answers leads
A trainer I worked with left to train clients from a gym he built in his backyard, and months later asked for his old job back because, in his words, "I don't know how to get leads." Content takes months to work, so start while the gym still pays you, and decide now who answers new people.
How to do it
- Pick one weekly slot for marketing and treat it like a client session you don't cancel.
- List questions clients ask you. Each one is a long video you can cut into Shorts.
- Pick one free tool people can use, like a one-page plan or a simple checklist.
- Decide who replies to messages and sales calls, and when, on a day you train ten hours.
- Use the calculator to see how many calls you'll need to cover your gap.
Example: Maya, an in-person trainer in a commercial gym
Slot: Tuesdays 1 to 3 pm.
First video: "Why your back hurts after deadlifts." Cut into 3 Shorts.
Free tool: a one-page home workout for busy parents.
Leads: I check messages at 7 am, noon and 7 pm and reply the same day.
Pipeline: 3 clients needed. I close 1 in 3 calls, 2 in 3 show up, so about 9 calls held and 14 booked.
Your turn on the next page →
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RRiseForItThe Leave With Clients Workbook
Step 5 of 5 · Your turn
Put marketing on your calendar and decide who answers leads
My weekly marketing slot (day and time)
One free tool I can give away
Who answers leads and sales calls, and when they check
Work backwards from the clients you want
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RRiseForItThe Leave With Clients Workbook
The plan
Your next 7 days
One small step a day. Do them in order.
Your answers, in one place
My number
Clients still needed
Marketing slot
One small job a day
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