Personal Trainer Client Onboarding System Before 📉 Client information gathered via Google Form a...Personal Trainer Client Onboarding System Before 📉 Client information gathered via Google Form a...
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Renee De Four
pro
• Nov 4
Personal Trainer Client Onboarding System
Before 📉
Client information gathered via Google Form and Google Sheet but additional notes were disconnected in multiple Google Docs and Apple Notes.
Struggling to quickly capture new information.
No process to track membership duration and client growth.
After 📈
All client data centralized in one location.
Notion buttons added to home page for quick entry of information to databases.
Formulae to track membership duration and client status based on membership start date.
Line graph created to track new clients per month. View my full portfolio here.
Project ManagementBusiness ConsultingNotionTally
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The network for creativity
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Creatives on Contra have earned over $150M and we are just getting started