This guide walks you through building a fully automated coaching system for low-ticket clients. Once set up, your clients get a complete experience — personalized workouts, custom macros, weekly AI feedback, and full AI-powered messaging — without you lifting a finger.

This is ideal for coaches who want to offer a $97/month tier and scale to 50+ clients with zero manual work. You just monitor the AI doing the work.

By the end of this guide, your system will:

What you need: FitMetrics Business package (required for AI Workouts, Agentic Mode, and AI Macros).

Here's the full system at a glance:

Automation 1 — "New Client Onboarding"

Automation 2 — "Post-Onboarding Setup"

3 AI Check-In Templates:

Let's build each piece.

This is the form your new clients will fill out. It collects their info AND generates their workout plan automatically.

On the first page, add whatever onboarding questions you want. Common examples:

Add as many pages/questions as you need. These answers will also feed into the AI for future check-ins and macro calculations.

This is the key step that connects your form to the AI Workout Builder.

This adds a locked page with 9 pre-configured questions that the AI Workout Builder needs:

These questions cannot be modified — they're locked to ensure compatibility with the AI Workout Builder.

Before publishing the form, make sure your workout generation settings are correct.

What happens when a client submits this form: The AI Workout Builder reads their Training Plan answers, generates a personalized workout program, and (with Auto-Assign ON) pushes it directly to their Trainerize calendar. No coach intervention needed.

Before building the automations, create the check-in templates that will be auto-assigned to clients.

Go to AI Features → AI Check-Ins → Templates tab.

This is the main weekly review. The AI analyzes everything the client did last week and gives detailed feedback.

You can add text around the placeholder. Example template:

Hey {client_first_name}, here's your weekly update:

#######{{ai_coach_feedback}}

Keep pushing this week! 💪

The #######{{ai_coach_feedback}} placeholder generates personalized feedback including: updated macros, highlights of the week, wins, focus areas, and a weekly tip — all based on real client data (nutrition, workouts, weight, compliance).

Tip: Go to the AI Prompts tab to customize what data the AI uses when generating feedback. You can enable/disable: Nutrition Data, Weight & Body Composition, Workout Performance, Compliance Status, Recent Conversations, Weekly Calorie Data, Current Macro Targets, and AI Form Submissions.

A shorter mid-week touchpoint to keep clients engaged.

Hey {client_first_name}, quick mid-week check-in!

#######{{ai_coach_feedback}}

You're halfway through the week — keep it up!

Tip: You can create a separate AI Prompt template specifically for mid-week feedback (shorter, more motivational) and use its placeholder instead of the default one.

This one sends clients a check-in form to fill out before the new week starts. The most important question is capturing their current status (injury, sick, travel, etc.) so the AI can adapt.

Hey {client_first_name}, it's time for your weekly check-in!

Please fill out this quick form so I can prepare your plan for next week: {form_link}

Key things I want to know: How are you feeling? Any injuries or changes? Rate your week 1-10.

Important: For the Sunday template, create a separate short AI Form (a "Weekly Check-In" form) with questions like:

This form data feeds into the AI's Monday feedback, making it even more personalized.

This automation sends new low-ticket clients the welcome message + onboarding form.

This is what makes the automation only fire for low-ticket clients:

Now this automation will only trigger for new clients who have the "Low Ticket" tag in Trainerize. Clients without this tag are ignored.

Note: You need to create the "Low Ticket" tag in Trainerize first and assign it to clients when you add them. This is how you separate your low-ticket clients from high-ticket ones.

Welcome to the team {client_first_name}! 🎉

I'm excited to start working with you. To get your personalized workout plan and nutrition targets set up, please complete this quick onboarding form:

{form_link}

Once you complete it, I'll have your custom workout program and macros ready for you automatically. If you have any questions, just message me here!

Automation 1 is done.

This automation fires when the client completes the onboarding form, and sets up everything else: check-in templates, agentic mode, and AI macros.

This automation will now trigger every time a client submits that specific form.

Template 1 — Monday Full Feedback:

Template 2 — Thursday Mid-Week:

Template 3 — Sunday Check-In Form:

Note: All times are in the business timezone, so each client receives their check-in at the right time regardless of where they are.

What this does: When Agentic Mode is enabled, the AI responds to every single message the client sends in Trainerize — no trigger phrases needed, no office hours restrictions. The AI becomes their always-on coach.

Without Agentic Mode, clients would need to start their message with a trigger phrase like "hey coach" for the AI to respond. With it enabled, any message gets an intelligent reply.

What this does: The AI analyzes the client's data (weight, body composition, goals, adherence) and calculates their ideal calories, protein, carbs, and fat. Then every Monday at 7am, it re-evaluates and adjusts macros based on their progress. Changes are applied directly in Trainerize.

Automation 2 is done.

Here's exactly what happens from the client's perspective, end to end:

Day 1 — Client joins Trainerize (with "Low Ticket" tag)

Every Week — Ongoing (fully automated)

The client feels like they have a dedicated coach. You haven't done anything manually.

1. Customize your AI Prompt

Go to AI Check-Ins → AI Prompts tab. The default "AI Coach Feedback" prompt controls what #######{{ai_coach_feedback}} generates. You can customize the tone, sections, and data sources. Enable all relevant data sources for the best feedback: Nutrition Data, Workout Performance, Weight & Body Composition, Compliance Status, and Current Macro Targets.

2. Create separate AI Prompts for different templates

You can create a custom AI prompt for mid-week check-ins that's shorter and more motivational. Each custom prompt generates its own placeholder (e.g., #######{{midweek_motivation}}) that you can use in specific templates.

3. Set the right macro adjustment timing

Set AI Macros adjustment time (7am Monday) before the Monday feedback template (9am Monday). This way, when the AI generates Monday's feedback, it already has the updated macros to reference.

4. Monitor with Smart Views

Create a Smart View for your low-ticket clients to monitor their compliance, AI interactions, and progress at a glance. You're not doing the coaching, but you should still keep an eye on the data.

5. Use this as a downsell

If a prospect can't afford your high-ticket coaching, downsell them to this automated tier instead of losing them entirely. 50 clients at $97/month = $4,850/month with virtually zero time investment.

What you built:

The result: A fully hands-off coaching experience that your clients love and that scales to 50+ clients without any manual work. You just monitor the AI doing the coaching.