Playbook
Your operational bible — process, links, and scripts in one place
Client Intake Form
Share this with new clients to collect intake info
Intake Form (Edit)
Edit the intake form questions
Weekly Check-In Form
Send this to clients every Saturday for their weekly check-in
Testimonial & Results Form
Send to clients after completing a phase to collect results + social proof
Trainerize
Client management, programs, check-ins, billing
Stripe Dashboard
View payments, payouts, and billing
Three Coaching Stages
Awareness
Client learns to notice hunger cues, eating speed, and portion sizes. No behavior change required yet — just observation and curiosity.
Practice
Client begins implementing 1–2 habits at a time. Coach introduces simple, specific behaviors and tracks consistency — not perfection.
Adherence
Habits become automatic. Coach addresses barriers, stacks new habits, and shifts focus to long-term sustainability and identity.
5 Foundational Habits — In Priority Order
Eat slowly and mindfully
Slowing the pace allows satiety signals to reach the brain before overeating occurs
Eat to 80% full
Stopping before full trains the nervous system to recognize appropriate portion sizes
Eat protein with every meal
Protein drives satiety, preserves muscle, and is the highest-priority macronutrient
Eat vegetables with most meals
Fiber, micronutrients, and volume eating — critical for body composition and health
Drink adequate water
Hydration supports energy, performance, digestion, and hunger regulation
Protocol Quick-Reference
Nutrition Hub
Full meal database, client nutrition profiles, and all 10 PN1 protocols
Follow this exact order for every new client.
Lead agrees to sign up
They've said yes in DMs or on a call. Confirm their package and price.
Send them the intake form
Copy the shareable Google Form link above and send it. Ask them to complete it within 24 hours.
Form submits → MF HQ receives it
Their responses automatically land in MF HQ (check the Dashboard activity feed). You'll see "New client intake received from: [Name]".
Review intake + set up Trainerize
Create their profile in Trainerize. Assign their billing package. Axiom will draft their program from the intake data.
Trainerize sends auto-messages
The welcome sequence fires automatically — welcome message, intake confirmation, what to expect next.
Deliver program within 72 hours
Build their program in Trainerize (or approve Axiom's draft). Target: 72 hours from intake, 7 days max.
Kickoff call (optional but recommended)
15–20 min call to walk through the program, set expectations, answer questions. Builds rapport.
How to review and respond to client check-ins every week.
Client submits weekly check-in
Via the Trainerize check-in form. You get notified in the app.
Review their data
Weight, adherence, energy, photos. Look for trends, not just single data points.
Assess what needs to change
Training: add volume, change split, deload? Nutrition: adjust calories, macros, meal timing?
Draft response
Use the check-in response framework in your Client Success Playbook. Keep it warm and specific.
Send in Trainerize
Reply directly in the client's app. Update their program if needed.
The conversation arc from first contact to sending the intake form. Full scripts in DM-SALES-SCRIPTS.md.
Opener
Genuine comment or reply to their content/story. No pitch yet.
Build rapport
1–2 exchanges. Ask about their goals, situation, what they've tried.
Identify the problem
"What's the biggest thing holding you back right now?"
Soft pivot
"That's exactly what I help people with — want me to share how it works?"
Explain the offer
1-on-1 online coaching, what's included, outcome-focused. No features list.
Close
"Want to get started? I'll send you an intake form to see if we're a good fit."
Automated system that detects client milestones at 30, 60, and 90 days and prompts for testimonial requests.
How It Works
Daily cron scans active clients
Every morning at 10:00 AM CT, the pipeline checks all active clients and calculates days since startDate (or createdAt).
Milestones detected at 30, 60, 90 days
When a client hits exactly 30, 60, or 90 days (+ 24h grace window), a TestimonialMilestone record is created and logged to agent-events.
Executor queues DM task
The pipeline logs a testimonial_executor event with the client name, milestone day, results form link, and Trainerize URL.
Send testimonial request to client
Open Trainerize (mcqueenfitness3.trainerize.com), navigate to the client's profile, and send a personalized DM asking for their results and testimonial.
Client completes the form
Direct them to the Results Form: https://forms.gle/kYG6zwGBY8RhVhSy5. Results automatically land in Mission Control Results Vault.
Message Templates by Milestone
30-Day DM Template
Hey [NAME]! You're 30 days in and I'd love to hear how things are going so far. What's the biggest change you've noticed - energy, strength, how clothes fit? If you could share a quick testimonial, it would mean a lot. Fill this out: https://forms.gle/kYG6zwGBY8RhVhSy5
60-Day DM Template
[NAME] - 60 days, that's huge! You're putting in consistent work and I want to capture your progress. What results are you most proud of? Drop your testimonial here: https://forms.gle/kYG6zwGBY8RhVhSy5
90-Day DM Template
90 days strong, [NAME]! This is a major milestone. I'd love to feature your transformation story. Take 2 minutes to share your results: https://forms.gle/kYG6zwGBY8RhVhSy5
Quick Links
Testimonial & Results Form Trainerize DashboardPipeline checks run automatically at 10:00 AM CT daily. Pending milestones appear in agent-events with type testimonial_executor.Training Only
$149/mo
Custom workout programming, weekly check-ins, form feedback
Full Coaching (Training + Nutrition)
$249/mo
Everything in Training Only + macro targets, nutrition guidance, meal planning support
VIP Coaching
$349/mo
Full Coaching + priority response, bi-weekly calls, advanced programming
Update prices in Trainerize under Billing → Packages