How to do a Personal Training Consultation | Forms Included! 

Thank you so much! I really appreciate all of that!

How are you getting on have you had many clients?

How are you doing now? did you carry on with PT?

Thanks! I’m biased of course, but I definitely think they are quality! They’ve worked great for me so far.

Thank you so much for your kind words! I’m so glad our videos have been helpful for you!

Thank you for your support!

Glad you find them helpful!

Glad it was helpful!

So glad you found it helpful!

You’re welcome! Glad you’re finding it useful!

I really appreciate the kind words! Good to see some CT on here!

So glad you found it helpful! Congrats on doing your fist consult in a long time! Hope it went well!

Thank you I really appreciate that!

Glad you like them!

You are so welcome!

You’re very welcome!

Angel Figueroa thanks for the feedback! We do something a bit similar up in CT! I’m sure that once all this settles you’ll be able to make that happen!

You’re very welcome!

So glad you find the content helpful!

So glad you found it helpful!

Of course! I’m glad you found it helpful!

You're welcome!

Happy to help! Good luck with your studying!

Of course! Thanks for watching!

Thanks! I really appreciate that!

Thanks! I’m very glad that you found it helpful!

Thanks! I’m glad that you’re finding it helpful!

Thank you!

Of course! I’m glad you found it helpful!

Glad to help!

Thanks! I’m glad that you found it helpful!

We’ve all been there! It’s very easy to over analyze things in the beginning! I’m glad you found the video helpful!

Of course! Good luck with your studies! My degree in exercise science has been helpful with my career as a trainer and im sure yours will help too!

Glad you found it helpful!

So glad you found it helpful! Good luck!

Thank you! I appreciate that!

I really appreciate that!

*I just got certified

@@lilibothwell5834 congrats on getting certified! Thank you for the feedback! It’s really great to hear that you’re finding the videos helpful!

Thanks for your support!

Thanks man! We’ll have to get working on that merch soon lol! We’re glad that you’re finding the content helpful!

I feel the same! It is like being cluttered with information and not having the experience to unclutter it yet. I am studying through NASM and Physical IQ (South African) and their info isn't the same or completely explained in all the areas, now I need to prepare for the exam of Physical IQ but am confused since some parts were left out by them.

Thank you!

That’s exactly right! We’ll said! I’m glad that you found the video helpful!

Glad that you found it helpful!

Starting out as a trainer is pretty tough but it’s very possible to make a career out of it! Be ready for a slow start and to be outside of your comfort zone for a good while in the beginning. If you can push through that awkward first year and improve a little bit each day you’ll succeed in the long run. Best of luck to you!

If i could make a recommendation, focus on training one specific client and solving one specific problem for them. This will show that you are an expert in such field and make it easier for you to produce premium results thus increasing your value. Hope this helps you out and if you have any questions, don't hesitate to ask.

I’m glad you found the video helpful! Stay confident! Experience is the best teacher in personal training!

Hey Bella, just saw your comment, you don't need to have any degrees or certifications to personal train or give advice (although it is recommended to have at some point). If i could make a recommendation though, instead of selling personal training, focus on selling results or transformations. Focus on a specific audience and solve a specific problem. hope this helps you out and if you have any questions, please ask away.

I have a planned workout I use for consults that I adjust as needed to the individual. It’s very simple, basic exercises that give me an idea of how they move and also are somewhat simple to get right form wise. For example, rows either on a cable machine or single arm, bar push-ups, a lateral band walk, squats, etc. Exercises that can be progressed or regressed as needed.

Thanks! I discuss our phasing in depth in this video: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-St02YIS7_Tk.html The phasing chart we use is also available for download at: www.sortahealthylifestyle.com/freepersonaltrainingforms

Im not sure I’ll ever do a full video on Vagaro but I do very much like the software! We still use it today! I talk about it a fair amount in this video. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-oYhThKuqeXQ.html

Glad you found it helpful! As far as professionalism, pretty much all of the things you mentioned. You want to look and act professional in your speech, mannerisms, and attitude towards a potential client.

Thanks for the feedback! What kind of advice you can legally give to people on nutrition totally depends on where you live. If you’re in the USA look at 6:05 in the video. That should give you an idea of what you can legally do. If you’re not in the USA you’ll probably have to do a little more research on what you can do.

@@SortaHealthyTrainerEducation Okay thank you! I live in the US

@@SortaHealthyTrainerEducation so is the regulation dependent on where the trainer lives or the trainee?

You cannot give nutrition advice if you live in the US. You have to refer them to a nutritionist or dietician. You can ask them what their diet is you can make suggestions but not right up nutrition plans.

Glad you found it helpful!

Thanks for the kind words! I’m glad you’re finding everything helpful! We do offer a free workout on the first day/consultation. About 2/3s of people do it and the other third usually just wants to sign up and get into the actual program. I’m not sure I follow your next question. A free sample workout is just part of the consultation. There are no other free workouts. Yes, a single session should definitely cost a lot more than a session in a package. If you want to learn more about that check out this pricing video: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-O5c4bXzbnn0.html

@@SortaHealthyTrainerEducation The follow up was more of a question in regards to when the free workout is done. Thanks for clarifying and responding to my comment! It means a lot!

Thank you! I don’t typically send in person clients programs unless they ask for them. If they ask, I’ll create them something small but that’s usually it.

@@SortaHealthyTrainerEducation Thanks so much for your reply! Keep doing what you're doing Jeff! I'm so glad I found your channel

You can find them here under consultation forms: www.sortahealthytrainered.com/businessforms Thanks for your support!

Yup the consultation is the initial meeting where we go over goals, do health history stuff and then do a shortened sample workout. I do their assessment in their next appointment assuming that they sign up for a package.

Thanks for the kind words and support! Consultations are always free with me. I allow cash, card, and check. If clients want to pay in cash or check, they just have to pay for the package in full. If they’d rather pay as they go, I keep a card on file.

@@SortaHealthyTrainerEducation You’re welcome and thank you. So if clients pay as they go, you charge their card that’s on file?

Hey there, I just saw your comment and wanted to give you some advice if you don't mind. If you can charge by card I recommend it (especially if you are doing online training). Also, seeing how you just got into the fitness profession last year, try to focus on solving a specific problem for a specific type of person. This will allow you to produce better results and increase your value. Hope this helps and any questions, ask away.

@@alexcatalfamo5464 Oh absolutely i doing mind any advice. Can you elaborate more on solving a specific problem for specific type of person? And how would I factor in nutritional advice? I’m currently working on my nutrition certificate. Thanks again!

@@ebonyhalfacre_fitness4262 Yes of course. Think about this, if I were to ask you, "what problem are you solving?" what would your answer be? Would you even have an answer? See, you don't want to sell "personal training," you want to sell a transformation or a solution to a problem. Does that make sense? If not let me know, maybe I can jump on a call with you and see if I can offer more clear advice for you.

The informed consent it basically just a waiver that says if you get hurt training with me, I’m not liable, unless I do something really stupid. The Health History Questionnaire and PARQ are both required waivers too but they’re more strait to the point and just checking boxes. Again, in the USA all three forms are necessary.

@@SortaHealthyTrainerEducation thanks. With virtual/online training, would I need to modify the informed consent?

I talk about the PAR Q, HHQ and informed consent at 7:08. I talk about pricing towards the end of the video.

I would personally rework this a little bit. So, the first step should be a face to face consultation. During that time, you’d go over all of the things I’m guessing you do in your question form-goals, history, barriers to success, etc. This should be a conversation where you both connect with the client, make it known you understand their goals and show them the value you may provide them. At this time, you’d also go through a detailed health history and required paperwork for training. At the same time as the consultation, or another time, you could offer them a sample session. You don’t have to do this but it’s certainly helpful. I usually do this as a shortened session just to give them a taste of what a session might look like. I very much explain that this is just a sample, their programming would be more specific to them should they sign up. At the end of the consultation/workout, you could then ask if they have any questions and if they’d be interested in coming back in and seeing packages/pricing. By this time, you should have a pretty good idea of whether or not someone is interested in signing up. Explain pricing if necessary and let them tell you what they want to do.

@@SortaHealthyTrainerEducation thankyou very much! Besides, I was wondering what I should 'promise' the person what they get when I approach them? I am talking about the free session I offer. Because right now, I am not yet in the position that people come to me and be like 'hey I want you to be my PT'. Right now, I have to get out there (in my gym) and talk to people.

A waiver is needed before they workout so if you workout in their consultation, then yes. There are no additional waivers for outside training.

My consultation is always free. Even when I trained people in their homes I would still offer the consultation for free. Tbh it’s probably one of those things that would work either way, free or charged depending on how you frame it though. They would be charged for their next session for sure though. I would charge anywhere between $1.00 to $1.50 per minute for training in an affluent area. In really affluent areas you may even charge a bit more. I would also charge a little extra on top of that for a travel fee. Hope that helps! Thanks for the support!

@@SortaHealthyTrainerEducation Thank you so much !! I charge 1500.00 3x week . I'm been involved in training 20 years . Who can i reach for affluent client , business model , social media ?

That would make sense for an affluent area where you’re traveling to the client. You’d be right around that $1.50 a minute plus travel fee. That’s assuming they’re averaging 12-13 sessions a month and you’re charging $1500 a month.

As far as marketing help with affluent clients goes, you definitely need to present yourself as high end and qualified. I would certainly make it known that you have all those years of experience. A professional website goes a long way too.

@@SortaHealthyTrainerEducation awesome ! I'll keep following you , who would you suggest in the higher market , On line training ? I do many of the Eastern fitness , very unique and very good media ,PR ?

Ya in that case I would still take them through the sit down portion of the consultation separately. I wouldn’t do a workout with a potential client without first having them fill out the PAR Q, Health history questionnaire, and informed consent though. If you do a workout with them and somehow, they get injured or anything else, without those forms being filled out first you’re liable for damages. So make sure that you protect yourself.

@@SortaHealthyTrainerEducation thanks so much I’m getting certified with nasm will continue to watch more videos if I have any questions I will reach out thanks.

Of course! If you have any questions let me know!

That’s awesome! It sounds like you’ve done very well! I don’t really use any software for this assessment. I just print it off and give it to my client in person. You can access our consultation forms here: www.sortahealthytrainered.com/businessforms

Thank you. I will work on this.

Our consultations are about 75 minutes on average.

You kind of have to find a balance between the two things. If they both have the same goal and similar physical capabilities then this is easy. If they don’t then it can be pretty hard. I’ll be releasing a video on this soon!

Hopefully your studying is going well! I'm sure it is! -I talk about nutrition through the entire consultation. I talk about it most during short and long term goal setting and of course the full nutrition section of the consultation, which is about 2/3s of the way through the sit down portion of the process. -We talk goal setting and motivation through the entire consultation process. More of it specifically happens before the physical portion of the consultation, but goals should be talked about the entire time because they're seeing you and potentially paying you to help them achieve a goal. -I'm not sure I understand your question about the single leg squat and OHS. I have all of my clients, who can do an overhead squat, do it. I also have my clients due multiple different single leg movement screens as those are part of the functional movement screen that I use. These tests are done in the assessment after the consultation. There are multiple right ways to do all of this though. - VO2 max or maximal oxygen uptake will mean almost nothing to you as a trainer, unless you work in a laboratory. You wont have any accurate ways to test your clients VO2 max nor will they care about VO2 max. -In the United States you have to have your client fill out the PAR Q, Healthy History Questionnaire and the informed consent. If they say yes to anything on the PAR Q, you have to send them to a medical professional before doing a training program. As far the health history goes, if they present any heart, lung, or other dangerous potential symptoms/problems, they should consult with a doctor before beginning a training program. Good Questions! Let me know if you have any more! I'm glad that you're finding them helpful!

@@SortaHealthyTrainerEducation Thank you! For me ot seemed like the single leg squat is like a more zoning down of the muscles and would be better than OHS but I understand now you do both. My main fear for the exam is that I might forget something, leave something out and fail. Thank you for all the help and info. Im gonna use your videos as refreshers and info in the future

It’s a lot to remember but I’m sure you’ll do well. What exam are you taking?

@@SortaHealthyTrainerEducation national certificate in fitness

Are you referring to the kneeling pushups or something else?

Try this link instead: www.sortahealthytrainered.com/freepersonaltrainingforms

It’s labeled “consultation forms” under the business forms page!

@@SortaHealthyTrainerEducation I found it. Thank you for letting me know! :) I was looking at the Training Forms earlier.

Hi Maria! The consultation forms are available for download at www.commenceonlinetraining.com/downloads

We charge the same way for virtual personal training or one-on-one personal training via webcam. We charge differently for online coaching and we are actually releasing a video on pricing for online coaching today!

@@SortaHealthyTrainerEducation interesting 🤔. I can't wait to watch the video...because I have fel like training snd coaching are not directly interchangeable so I'm eager to hear what you guys have to share. Thank you!

Ya you can turn anyone down if you don’t want to work with them. I’ve personally never done it but it’s always an option. In pretty much any job you’re going to have clients who are easy to work with and ones who aren’t. Training is certainly no different.

Thanks for reaching out! Each individual phase is 6-8 weeks.

@@SortaHealthyTrainerEducation thank you jeff

No in my studio consultations are free

@@SortaHealthyTrainerEducation thanks for following back up. Your videos are awesome 👏

Thank you I really appreciate that!

Consultations are free in my studio.

www.Instagram.com/sortahealthy_alexis and www.Instagram.com/sortahealthypersonaltraining