Personal Training Business Admin Tip: Customer Relationship Management
How organised are you? Do you keep your client information on an excel spreadsheet? In an online system? or just scribbled 
on their original pre-ex forms and shoved into a ring binder?
Its essential to keep a reliable and safe record of your client information. That means the Ring binder just wont cut it!
Investing in a good CRM (thats Customer Relationship Management system) is a great way to keep all your customer info in one place.
The key is to make sure you enter in info as you get it, that way it wont be a huge over whelming task at the end of each week or month.
There are heaps of systems you can download for free, check out sites like, Relenta.com, Zoho.com and Really Simple Systems Free Edition – just to name a few.
Here’s the big rule though, you only get out what you put in. That means, enter in crap or incorrect info, and that’s all the system will be good for.
Spelling of customer names, email addresses, phone numbers etc. GET THEM RIGHT! Then when you need it, you can feel confident you have all the right information on hand.
Get a CRM system and get your business organised!
Chantal worked for 15 years in senior sales and marketing roles in the media industry before transitioning careers. She began as a qualified Personal Trainer and Group Fitness Instructor. Realising she could do more to help the industry, she became a Fitness Business Coach with Active Management. Then in 2015, she became the host of The Fitness Business Podcast. Now with over 262 shows and 500,000 downloads it is one of the world’s top podcasts for fitness business owners, managers and fitpreneurs.
Chantal has interviewed fitness industry leaders including Rick Caro, Bill McBride, Brent Darden, Rasmus Ingerslev, Derek Gallup, Alison Flatley, Mo Hagan, Sarah Robb O’Hagan, Carrie Kepple, Emma Barry.
Fitness industry award winners including Todd Durkin, Krista Popowych, Carol Michaels, Kristen Green.
International authors including Jay Baer, Jeb Blount, Mark Shaefer, Mike Michaelowicz, Michelle Segar.