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How to have a new client's first week planned and messaged before the glow of the consult wears off, without losing your evening to admin

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Highlights

  • Digital download
  • Digital file type(s): 1 PDF

Good consults still die in the gap between a great conversation and a busy week. The prospect meant it on Tuesday. By Friday, life happened.

This pack closes that gap. After the consult, your rough notes (name removed) turn into a short summary the client keeps. Once you approve it, the first week is planned and two messages are written: a welcome text for today and a day-three check-in. Before the consult, the intake answers become a one-page prep with their goal, in their words, at the top.

This is not an intake forms bundle. Forms are the input here, never the product. Health answers are never summarised away: they come back to you word for word, at the top, because reading them is your job.

What's inside (17 pages):
- The six intake questions that matter, each with the reason it is there, including the one that filters out wrong-fit clients
- Prompt 1: the one-page consult prep, marked up so you can fix a weak page fast
- Prompt 2: the summary the client keeps
- Prompt 3: the first week, a welcome message and a day-three check-in
- A full worked example: the prep page, the summary, the first week and both messages, shown in full
- The four edits the trainer made, and why
- A kind way to say no: a wrong-fit message and a prompt for harder cases
- Health answers and your scope, on one plain page
- Set it up once: save your consult facts in a project (drawn steps, works on a free plan)
- Optional: an evening task that asks whether you had a consult today and starts the summary, where your plan allows it
- When it's off: causes and fixes, and what never goes into an AI tool

Who it's for: personal trainers who onboard clients one to one and run consults from memory and a notebook.

You stay in charge. You read and send everything yourself. No assessment, no screening on health grounds, no promised results.

Works with the free version of any major AI assistant.

This pack is one workflow from More Clients, Same Hours, the 30-day challenge for personal trainers, also available from Less Admin HQ.

Digital download (PDF, 17 pages, US Letter). No returns or exchanges on digital products. If something is wrong with your file, email hello [!at] lessadminhq.com and we will do our best to make it right.

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Listed on Oct 16, 2026
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