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The $10k Month Workbook

By the end you'll have your monthly sales goal, a price that carries it, the number of clients you need, the sales calls it takes to fill your book and keep it full, and a reply script ready to send to your next lead.

Free workbook12 pagesabout 45 minutes

What you'll have at the end

  • Your monthly sales goal, with your real costs already counted
  • Your price and the exact number of clients it takes
  • Your calls to build the book and your calls per week to keep it full
  • A free checklist idea, video ideas and a same-day reply script

Inside

  1. Name your monthly number
  2. Set your price and count your clients
  3. Count your sales calls
  4. Build your path from video to sales call
  5. Set up your weekly scoreboard
  6. Your 7-day plan
Jason O'DellBy Jason O'Dell, founder of RiseForIt. Goes with the free guide Make $10k a Month as a Personal Trainer: The Clients and Sales Calls You Need.
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RRiseForItThe $10k Month Workbook

Step 1 of 5 · Learn it

Name your monthly number

If you skip this, you start posting with no finish line and no way to know if you're on track. And $10,000 in sales is not $10,000 in your pocket, so you need to count your costs first.

How to do it

  1. Write the amount you want to keep each month after costs.
  2. List what it costs to run your business each month: taxes, health insurance, liability insurance, certifications and CE, software and gym rent.
  3. For taxes, set aside a monthly amount. Ask an accountant what share to set aside if you don't know.
  4. Add your costs to the amount you want to keep. That total is your monthly sales goal.

Example: Maya, an in-person trainer in a commercial gym who wants to go hybrid

I want to keep: $6,500 a month

Taxes set aside: $2,500

Health insurance: $450

Liability insurance: $30

Certifications and CE: $40

Software: $80

Gym rent: $400

Costs total: $3,500

My monthly sales goal: $6,500 + $3,500 = $10,000

Your turn on the next page →

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RRiseForItThe $10k Month Workbook

Step 1 of 5 · Your turn

Name your monthly number

The amount I want to keep each month

My monthly costs

CostPer month

My monthly sales goal (what I want to keep + my costs)

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RRiseForItThe $10k Month Workbook

Step 2 of 5 · Learn it

Set your price and count your clients

If your price is too low, the math asks for more clients than you can find or serve. The fastest way to need fewer clients is to charge more per client.

How to do it

  1. Decide how many clients you can serve well. In person, 20 clients at two sessions a week is about 40 sessions a week, plus travel and texting. Online, the same 20 clients take far fewer hours.
  2. Divide your monthly goal by what one client pays you each month. That is how many clients you need.
  3. Try two or three prices. Circle the one where the client count is a number you can serve well.
  4. If you raise your price, write down what you'll add to make it fair, like weekly check-ins, a better program or faster replies.

Example: Maya, same trainer

I can serve about 20 clients well if most are online.

At $300 a month: $10,000 / $300 = 34 clients. Too many.

At $400 a month: $10,000 / $400 = 25 clients. Still a stretch.

At $500 a month: $10,000 / $500 = 20 clients. Yes.

My model: hybrid. A few in-person clients at a premium, the rest online.

To make $500 fair I'll add: weekly check-ins, a written 12-week program, replies the same day.

Your turn on the next page →

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RRiseForItThe $10k Month Workbook

Step 2 of 5 · Your turn

Set your price and count your clients

Do the math

Price check

Price per monthClients neededCan I serve this many well? (yes / no)

My model

My price and the number of clients I need

What I'll add so this price is fair

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RRiseForItThe $10k Month Workbook

Step 3 of 5 · Learn it

Count your sales calls

If you only count clients, you won't know how many calls to book this week. Clients also leave, so a full book empties if you stop booking calls.

How to do it

  1. Plan on 4 sales calls for every client you sign. Once you know your own close rate, use that instead.
  2. Calls to build your book: clients needed x 4.
  3. Clients who leave each month: clients needed / how many months your average client stays.
  4. Calls to stay full each month: clients who leave x 4. Divide by 4 to get calls per week.
  5. If you want to grow, add calls on top of that.

Example: Maya, same trainer

Clients needed: 20

Calls to build my book: 20 x 4 = 80 calls

My clients stay about 6 months: 20 / 6 = about 3 or 4 leave a month

Calls to stay full: 3 to 4 x 4 = 13 to 16 calls a month

Calls per week to stay full: about 3 to 4

While I'm building, I'll book more than that each week.

Your turn on the next page →

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RRiseForItThe $10k Month Workbook

Step 3 of 5 · Your turn

Count your sales calls

Work backwards from the clients you want

Calls to build my book (clients needed x 4)

Clients who leave each month (clients needed / months they stay)

Calls per week to keep my book full, plus any extra to grow

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RRiseForItThe $10k Month Workbook

Step 4 of 5 · Learn it

Build your path from video to sales call

I watched a trainer leave a $15-an-hour gym job to train clients from a gym he built in his backyard. Months later he asked for his old job back, because "I don't know how to get leads."

How to do it

  1. Pick your pond: one group your proof can win, like new moms or men over 40.
  2. List problems that group has. For each, write your fix and your proof that you're the one to hand it over. Each one is a video.
  3. Pick one free one-page checklist that helps them do the lesson. Offer it at the end of your videos.
  4. Answer every comment and DM the same day. A lead you answer tomorrow is often cold.
  5. On the call, sell the vacation: where they hurt today and where they'll land. Skip the steps in between.

Example: Maya, same trainer

My pond: new moms who want their strength back.

Problem: back hurts from carrying the car seat. Fix: 3 moves for 10 minutes. Proof: I've coached moms through this.

Problem: no time to train. Fix: 20-minute home workouts. Proof: my own 20-minute plan.

My free checklist: "The 10-Minute Back Saver for New Moms."

On calls I talk about picking up her kid without pain, not about sets and reps.

Your turn on the next page →

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RRiseForItThe $10k Month Workbook

Step 4 of 5 · Your turn

Build your path from video to sales call

My pond (one group my proof can win)

My video ideas

Problem my client hasMy fixMy proof

My free one-page checklist is about

My same-day reply to a comment or DM

Hey , thanks for reaching out about my video. Here's the free checklist: . You said . Where are you with that right now? If it helps, I can get on a quick call this week and map out how you'd get to . Does or work for you?
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RRiseForItThe $10k Month Workbook

Step 5 of 5 · Learn it

Set up your weekly scoreboard

If you don't track your numbers, you won't know you're behind until your book is half empty. The scoreboard tells you which part to fix: leads, calls or closing.

How to do it

  1. Every week, count three numbers: leads, sales calls and clients signed. Also count clients who left.
  2. Compare your sales calls to your calls-per-week number from page 3.
  3. Grade each week against your own average, never against someone else's.
  4. Write a routine you could keep on your worst month. Raise it on purpose later.
  5. At the end of each month, divide what you kept by every hour you worked. That is your real hourly rate. A new tool or client is only worth it if it raises that number.

Example: Maya, same trainer

Week of Mar 3: 9 leads, 4 calls, 1 signed, 0 lost

Week of Mar 10: 6 leads, 2 calls, 0 signed, 1 lost. Calls were low, so I need more leads.

My worst-month routine: 1 long video a week cut into Reels, reply to every lead the same day, 4 calls a week.

March: kept $4,000 / 160 hours = $25 an hour.

Your turn on the next page →

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Step 5 of 5 · Your turn

Set up your weekly scoreboard

My scoreboard

Week ofLeadsSales callsClients signedClients lost

My weekly routine I could keep on my worst month

End of month: what I kept / every hour I worked = my real hourly rate

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The plan

Your next 7 days

Do one small thing a day. By day 7 you'll have leads coming in and your first week on the scoreboard.

Your answers, in one place

Monthly goal
Price and clients
Calls per week
Free checklist

One small job a day

DayDo thisDoneNotes
Day 1Write your monthly goal, your price, your client count and your calls per week on one card. Put it where you'll see it every day.
Day 2Paste your reply script into your phone notes. Send it to anyone who commented or messaged you in the last two weeks and never got an answer.
Day 3Make your free one-page checklist. One page, plain steps, nothing fancy.
Day 4Film one 20-minute video from your video ideas: the problem, your fix, your proof. End by offering the checklist.
Day 5Cut that video into short Reels that each stand on their own. Post the first one.
Day 6Answer every comment and DM the same day. Use your script to book sales calls toward your weekly number.
Day 7Fill in the first row of your scoreboard: leads, sales calls, clients signed, clients lost.
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