ABCDEFGHIJKLMNOPQRSTUVWX
1
2
www.FitProAccelerator.com
3
Systems:Need to CreateNeed to Revamp#Done!Link to System
4
General 1
5
Personal Mission Statement1.1
6
Personal Success Habits1.2
7
Business Mission / Core Values1.3
To Create Your Own Copy / Edit This Checklist:
8
Business Vision (1,3,5 years)1.4Option #1: File --> Make a Copy
9
Unique Selling Proposition (USP)1.5Option #2: File --> Download
10
Ideal Client Avatar (ICA)1.6
11
Core Pricing Model1.7
12
Client Fulfillment Systems2
13
New Client Onboarding System2.1
14
Client Accountability & Support2.2
15
Client Retention & "WOW!" Member Experience2.3
16
Client Ascension Systems2.4
17
Client Feedback / Survey Systems2.5
18
Social Proof Collection System2.6
19
Referral Systems2.7
20
Client Testimonials & Reviews2.8
21
Client Management Software2.9
22
Client Nutrition / Supplementation2.10
23
Leaving Client Systems2.11
24
Staff Systems3
25
Organizational Chart3.1
26
Job Descriptions & Responsibilities3.2
27
New Staff Lead Generation Systems3.3
28
Hiring Protocols3.4
29
Internship Program3.5
30
New Staff Onboarding & Training (including manuals for each position)3.6
31
Quarterly Evaulation Protocol3.7
32
Team Meeting System3.8
33
Team Growth & Development Systems3.9
34
Team Appreciation Systems3.10
35
Team Building Systems3.11
36
Staff Scheduling3.12
37
Payroll Protocol3.13
38
Sales Systems4
39
Overview of All Offerings (FEO's, Signature Core Offer, Programs, Services, Retail, etc.) 4.1
40
Bird's Eye View of Sales Flow4.2
41
Lead Tracking System4.3
42
Lead Follow-Up System4.4
43
Prequalification Process4.5
44
Sales Scripts & Presentation4.6
45
Sales KPI & Tracking 4.7
46
Sales Training for Staff4.8
47
Sales Comission & Payroll Structure4.9
48
Lead Generation & Marketing5
49
12-Month Marketing Strategy / Calendar5.1
50
Strategic Alliances / Networking 5.2
51
Organic Content Strategy & Systems (Emails, Blog, Social Media, etc.)5.3
52
List & Audience Building Strategy & Systems5.4
53
Front End Offer Campaigns & Systems 5.5
54
Back-End Offers / Upsells Campaigns & Systems5.6
55
Member Ascension Campaigns 5.7
56
Internal Marketing Campaigns5.8
57
External Marketing Campaigns5.9
58
Client Reactivation Campaign5.10
59
Metrics Tracking & Marketing Review Systems5.11
60
Financial Systems6
61
Bookeeping System6.1
62
Taxes & Accounting6.2
63
Weekly Reports & Review6.3
64
Monthly Reports & Review6.4
65
Quarterly Reports & Review6.5
66
Other Very Important Systems 7
67
Planning & Goal Setting Days7.1
68
Review & Reflection Days7.2
69
BOUNDARIES / Non-Negotiables 7.3
70
Scheduling & Calendar Systems (personal, time blocking, consultations, etc.)7.4
71
Task Management Systems7.5
72
Exercise / Workout Programming Systems7.6
73
Nutrition / Supplementation Systems7.7
74
Transformation Program / Challenge Systems7.8
75
Special Event Systems (Event Booths, Lunch & Learns, etc.) 7.9
76
Workshop Systems7.10
77
Equipment Management System7.11
78
Inventory Tracking System7.12
79
Facebook Group System7.13
80
MAKE SURE EVERY SYSTEM HAS CHECKS & BALANCES BUILT IN. (NO "SET IT AND FORGET IT")
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100