OPEX Coach Michael Bann Assessing a client

An organised coach is a prosperous coach

How to Plan Your Way to More Clients

“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”


Coaches are leaders in the fitness industry. One aspect of good leadership that sometimes gets overlooked is the importance of organizational and planning skills.

Many  who enter fitness, through no fault of their own,  haven’t developed strategies to manage their time commitments to their clients and their career development. As a result, they grow frustrated and lose passion for their choice of profession.

There are several tools a coach can use in pursuit of personal and professional organization.

Many coaches here at OPEX use Google Calendar to organize their day to day activities down to the minute and take control of their time.

OPEX Coaches use google calendar to manage their time.

However, when it comes to managing their coaching interactions with their clientele, they use Fitbot. This service streamlines a coaches approach to fitness prescription. It’s the best way to plan, deliver and track a client’s progression in their fitness regimen.

OPEX Coaches use FItbot to program for their clients.

Coaches who lack basic organization will be unable to effectively serve their clients because they will be stuck in the “daily grind” of life and work. Liberating yourself from this chaos will not only serve you but your clients as well.

The topic of organization is not just about managing your personal and professional time commitments, but extends to your client’s training program.

“If you have an organized plan for your clients, you can develop good communication and trust, which will further their training progression.”


Before you can program the day to day routine of the client, you must understand how their individual goals translate into the overall design of their program. In other words, you must see their goals from a bird’s eye view. From there, you can determine the general direction their training should take in both yearly and monthly segments. Once the scaffold of the plan has been constructed, you can focus on the details of their day to day training.

However, this method of planning and high-level thinking can only be tackled once a coach has practiced basic organization strategies.

We call this approach “The Three P’s”.

When you prioritize, you are determining from your initial assessment the main things you need to address with your client currently to help them accomplish their objectives. The initial assessment always dictates what’s important.

The client’s goal, assessment, schedule and priorities along with your abilities as a coach will dictate what goes into the plan.

Periodization is planning in blocks of time relevant to the client.

A professional coach breaks down their client’s goals into small measurable steps.  These steps become a plan of attack through the training plan and testing phases. Your work up front will pay dividends to you and your clients in the short and long-run.

Developing organization is one of the 5 Habits of a Professional Coach. Click here to learn about the other habits.


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