Client Management Solution for Professional Fitness Coach

Client

The Client is a personal fitness coach, Nick Manko, who works with individual and corporate clients, providing wellbeing advice, including workout sessions and nutrition plans.

Brief

Nick was planning to scale his business and hire more employees to manage the growing customer base. He previously managed client data offline and wanted to automate the process, which was otherwise repetitive and took up time he could be spending on growing the business. The fitness coach decided he would rely on technology to help him scale, but needed help putting his idea into life.

Challenges and solutions

One of the first challenges was understanding the client’s workflow and translating it into an online solution.

• Extensive requirement gathering
• Business analysis

Our team discovered that time-consuming offline client management processes got in the way of managing relationships with the fitness coach's clientele and prevented Nick from properly on-boarding new clients.

• Multi-user client relationship management (CRM) system
• Streamlined request processing
• Workout scheduling

The coach spent hours following up with clients via their preferred social network channel and had to log their details by hand. He also had to compile detailed nutrition and workout plans, which he sent out one message at a time.

• Telegram chatbot integration (dubbed “Fitbot”)
• Messaging functionality integration
• Notification automation