Sales Operations
Manage Personal Training as a Sales Organization
TrainerMetrics' Sales Operations transforms how you monitor performance, forecast revenue, and drive predictable personal training sales. Move from guesswork to data-driven decision-making with comprehensive visibility into your entire sales pipeline—from leads to opportunities to completed sessions.
Turn Personal Training into a Sales Machine
Gain Complete Visibility into Your Sales Pipeline
Stop wondering where leads are falling through the cracks or why trainers aren’t hitting their targets. TrainerMetrics provides a comprehensive view of your entire sales pipeline—from initial orientations to active clients to resigns—with real-time data pulled directly from your membership management system.
Track all consultations and new leads with automatic data sync from your MMS, including attendance status, purchase details, and follow-up tasks
Monitor active clients with visibility into package details, sessions remaining, and upcoming resign opportunities across all trainers and locations
Identify at-risk clients with insights into check-in frequency, session completion rates, and credit card status to prevent lost revenue
Set Goals and Monitor Performance in Real Time
Replace end-of-month surprises with real-time performance monitoring. TrainerMetrics enables you to set clear goals for each trainer and location, track progress throughout the month, and identify coaching opportunities before they impact your bottom line.
Set and track individual sales goals for orientations, new sales, resigns, and sessions completed for each trainer and location
View forecasts vs. actuals in an intuitive dashboard that highlights performance gaps and opportunities at every level
Identify your star performers and struggling trainers at a glance with comparative analytics and performance trends
Empower Trainers to Manage Their Business
Transform how trainers approach their client relationships and sales responsibilities. TrainerMetrics gives trainers the tools and insights they need to proactively manage their book of business, prepare for one-on-one meetings with management, and take ownership of their performance.
Enable trainers to prepare for business plan reviews with clear visibility into their leads, active clients, and session completion metrics
Automate follow-up tasks to ensure no lead or resign opportunity falls through the cracks
Provide a central location for trainers to document client status, expected resign dates, and notes for more effective management conversations
Comprehensive Sales Operations Tools
Lead Management
Automatically track all consultations and potential clients with complete visibility into scheduled, attended, and purchased status. Create automated follow-up tasks, and never let a hot lead go cold again.
Active Client Tracking
Monitor your entire client base with instant access to package details, sessions remaining, last session date, check-in frequency, and upcoming resign opportunities—all updated in real time.
Forecast & Goal Setting
Set clear goals for consultations, new sales, resigns, and sessions for each trainer and location. Track progress throughout the month with visual indicators of performance against targets.
Business Plan Reviews
Transform trainer one-on-ones with data-driven reviews. Give trainers the tools to prepare for business discussions with management, complete with notes and status updates for each client.
Performance Analytics
Identify trends, compare trainer and location performance, and make data-driven decisions with comprehensive analytics that roll up from individual trainers to the enterprise level.
Task Automation
Create automated follow-up reminders for potential clients, resign opportunities, and at-risk clients to ensure nothing falls through the cracks, and every revenue opportunity is maximized.
Seamless Integration with Your Existing Systems
TrainerMetrics’ Sales Operations module integrates directly with your membership management system, automatically pulling in member data, calendar events, and transaction information to provide a comprehensive view of your sales pipeline with zero manual data entry.
Our team handles the entire integration process, ensuring a smooth transition and minimal disruption to your operations.