📋 Help Doc: Post-Close Process After the Conversion Meeting

✅ Step-by-Step Post-Close Checklist

1. Congratulate Them

   • Celebrate their decision and reinforce their commitment.

   • Use phrases like: “Congratulations on investing in your future self!”

   • Show genuine excitement to anchor the emotional high of the sale.

2. Take a Selfie 📸

   • Snap a selfie with the new member.

   • Post it in your Trainerize group, Facebook group, or on your gym’s Instagram/Facebook page.

   • Caption ideas:

     • “Shoutout to [Client Name] for committing to the next level 💪🔥”

     • “12 months to a whole new you – let’s go!”

3. Give Them Swag 🎁 (if available)

   • Hand them a branded T-shirt, water bottle, towel, or other gym swag.

   • This builds belonging and gives them a “badge” of their commitment.

4. Schedule Their Final Weigh-Out 📅

   • Book their Week 6 Final Check-In right away.

   • Add it to your calendar and confirm it with the client via SMS or email.

5. Ask for a Referral 🧑‍🤝‍🧑

   • Ask confidently while their motivation is high:

     “Who else in your life could benefit from this kind of transformation?”

   • Let them know you'll cover how to refer someone in the next step.

   • You can also plant the seed by saying:

     “We find our best clients come from great clients like you.”

🔄 Why This Matters

The post-close sequence isn't just a formality — it's part of your conversion system.
Each action:

• Reinforces buyer satisfaction

• Builds social proof

• Increases community engagement

• Opens the door to referral opportunities

📎 Linked Resources

• Referral Script & System Guide →

• Trainerize Posting Guide →

• Week 6 Weigh-Out Checklist →

👤 Who Should Use This?

• Gym Owners

• Sales Staff

• Client Success Coaches

• Front Desk Teams