Fitness Consultation & Follow-up System

A workflow that automates the fitness consultation process from initial inquiry to post-consultation follow-up. The system captures consultation requests, schedules appointments, maintains client records, and manages communication throughout the consultation journey.

Fitness coaches often spend significant time handling consultation requests, scheduling appointments, tracking prospects, and sending reminders manually. This administrative work reduces the time available for coaching and can lead to missed follow-ups and inconsistent client communication.

1. 01Prospective client contacts the coach
2. 02Coach manually schedules the consultation
3. 03Client information is recorded manually
4. 04Confirmation emails are sent manually
5. 05Reminder emails may be forgotten
6. 06Follow-up communication depends on manual effort

The same process, redesigned as a single automation. Each step runs without manual intervention.

1. 01Trigger: Client submits a consultation request form
2. 02Scheduling: Consultation event is automatically created in Google Calendar
3. 03CRM Logging: Client information is recorded in Google Sheets
4. 04Confirmation: Automated email confirms the consultation booking
5. 05Reminder: Scheduled email is sent before the consultation
6. 06Follow-Up: Automated email is sent after the consultation

• Reduced administrative workload for fitness coaches
• Consistent client communication throughout the consultation process
• Automatic appointment scheduling and record keeping
• Reduced no-shows through consultation reminders
• Improved client experience through timely follow-up communication
• Centralized client records for future reference