The Consultation Call
Work through each step as a checklist. Type your answers as you go and tick off each point when it's covered.
Prospect Summary
The key information from his intake form, distilled to help you build the case on the call.
Profile
| Full Name | Robert Samson |
| Age | 41 |
| Occupation | Lawyer |
| Phone | 0000000000 |
| @robsam999 |
Goals
| 16-Week Target | Lose belly fat & love handles, tone butt, build upper body strength, tone all round |
| Broader Goals | Lose body fat, gain muscle, get stronger, improve general health & fitness |
Key Barriers
| Barrier | Time |
| Barrier | Knowing what to do |
| Barrier | Consistency |
Why It Matters
| Why It Matters | Feel more confident about his body |
| Why Now | 41 - wants this decade to count; felt his 20s & 30s were wasted focussing on work |
History & Readiness
| Previous PT / Coach | Yes |
| What He's Tried | PT, F45, currently doing weight-based training in a small group at a boutique gym |
| Why It Hasn't Worked | Diet lets him down, doesn't cook, previous job left him very time-poor |
| Gym Experience | On and off a number of times over the years |
| Gym Membership | Yes - has one / willing to get one |
How The Program Solves His Barriers
| His Barrier | How We Solve It |
|---|---|
| Time | Structured, time-efficient programming + daily accountability removes decision fatigue |
| Knowing what to do | Fully personalised training & nutrition plan built around his exact goals |
| Consistency | Daily support, weekly check-ins and ongoing education keep him on track |
| Diet / no cooking | Flexible nutrition coaching with foods he enjoys - no cooking skills required |
Connect with the prospect, make them comfortable, and uncover what they actually want to achieve.
| Point | Your Answer | Done |
|---|---|---|
| Rapport / connection notes | ||
| Key goals identified |
Discuss their training history, priorities and availability for programming - e.g. number of days per week they can train, injuries, priority muscle groups, etc.
| Point | Your Answer | Done |
|---|---|---|
| Training history | ||
| Days per week available to train | ||
| Injuries / limitations | ||
| Priority muscle groups |
Discuss nutrition history, current behaviours and struggles so we understand where they need the most support.
| Point | Your Answer | Done |
|---|---|---|
| Nutrition history | ||
| Current behaviours | ||
| Struggles |
Re-cap the above and briefly outline how our program will address their specific needs across three stages.
Phase 1: Priming & Goal Setting
| Point | Your Answer | Done |
|---|---|---|
| Comprehensive consultation process to determine your goals, struggles and needs | ||
| Thorough health, fitness and movement screening to ensure you are primed and ready for your transformation | ||
| Education program to teach you everything you need to know to make your transformation a guaranteed success |
Phase 2: Transformation
| Point | Your Answer | Done |
|---|---|---|
| Two completely personalised, eight-week training programs to build lean muscle, get strong and break through plateaus | ||
| Flexible nutrition coaching to shed fat and build lean muscle while eating foods you love | ||
| Daily support and accountability to monitor progress and keep you on track | ||
| Structured weekly check-in feedback and ongoing education |
Phase 3: Ongoing Support & Maintenance
| Point | Your Answer | Done |
|---|---|---|
| Transition plan to teach you how to maintain your results for life | ||
| Updated goal setting for continued progress | ||
| Ongoing support and accountability |
Present the offer and ask for the commitment.
| Point | Your Answer | Done |
|---|---|---|
| Close notes / outcome |
If closed, send the payment link and onboarding survey to get them started.
| Point | Your Answer | Done |
|---|---|---|
| Payment link sent | ||
| Onboarding survey sent |