Personal Trainer Client Onboarding System Before ๐Ÿ“‰ Client i... by Renee De FourPersonal Trainer Client Onboarding System Before ๐Ÿ“‰ Client i... by Renee De Four

Personal Trainer Client Onboarding System Before ๐Ÿ“‰ Client i...

Portfolio project
Renee De Four
Personal Trainer Client Onboarding System
Before ๐Ÿ“‰
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 ๐Ÿ“ˆ
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.

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Personal Trainer Client Onboarding System Before ๐Ÿ“‰ Client information gathered via Google Form and Google Sheet but additional notes were disconnected in mu...

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