Sales

How Gym Owners Can Prepare for a Consultation

The first step to refining your sales approach? Preparing for the first consult like a pro. Learn how to deliver standout sales consultations for your fitness business with this step-by-step guide.

Liz Childers
May 29, 2025
How Gym Owners Can Prepare for a Consultation
TL;DR
Boost gym revenue by mastering sales consultations. Learn how to prepare effectively, from creating battle cards to personalizing client experiences.

If you're a gym owner looking to increase revenue, boost memberships, and deliver exceptional client experiences, preparation is your superpower. Sales consultations are often the first impression prospective members have of your fitness business, and being unprepared can leave money and trust on the table.

The key to success lies in refining your sales approach so that every consult or trial feels like a red-carpet experience for your potential new members. Below is a step-by-step guide to help you prepare for productive and meaningful consultations that can drive conversions and foster long-term loyalty.

But First: Why Preparation Matters

Preparation isn’t just about showing up; it’s about understanding your prospects’ needs, addressing their concerns, and presenting your gym as the ultimate solution to their fitness goals. A lack of preparation can lead to missed opportunities, low close rates, and negative impressions of your brand. On the flip side, well-prepared consultations establish professionalism, trust, and authority.


Step-by-Step Sales Preparation for Gym Owners

1. Create Battle Cards

Battle cards are quick-reference tools designed to help you address concerns, identify customer personas, and tailor your pitch to specific challenges. Think of them as your secret weapon to steer productive conversations.

  • Understand your prospect’s mindset: Is this person new to fitness? Are they already familiar with group classes or gym equipment? Adjust your approach based on their experience level. A beginner may need reassurance, while a gym hopper might want to hear about what sets your gym apart.
  • Anticipate objections: Address common pain points such as affordability, scheduling conflicts, or prior failed fitness experiences. Create a battle card detailing these objections and rehearsed responses.

You can even create personalized battle cards for individual consultations. For example, if you know "Sarah" is concerned about time because she’s a busy mom, be prepared to highlight your flexible class schedules and childcare options.

2. Know Your Leads

Doing a little research ahead of time can go a long way in building rapport. Look for details that can help you better connect with your prospects.

  • Google or LinkedIn search: Learn about their professional background or hobbies. For instance, if "Steve" is a CEO, time management is probably a concern worth addressing.
  • Social connections: Check mutual connections or interests, which you can use to break the ice during the consultation.

Doing this shows your commitment to offering a personalized experience and positions your gym as mindful of customer needs.

3. Practice Role-Playing with Your Coaches & Admin Staff

Exceptional sales consultations don’t happen by chance; they’re the result of preparation and practice. Regular role-playing sessions with your team can sharpen everyone's delivery while reinforcing best practices.

  • Rehearse handling objections: Prepare for concerns like budget limitations or fitness insecurities.
  • Practice natural conversations: Focus on being empathetic and engaged during discussions.
  • Test different scenarios: Work through situations, like a hesitant prospect, to build confidence and readiness for anything.

4. Create Your Pre-Consult Checklist

Treat every consultation with the same preparation standards you bring to a class. Coaches wouldn’t start a class without posting the workout-of-the-day on their whiteboard or with the Screens App, ensuring equipment is ready, and checking who is signed up for class so they can anticipate individual needs. A consult deserves the same level of attention. Create checklist to ensure every consultation is seamless:

  • Confirmation emails or text messages: Verify that the appointment is set and provide directions to your location or link to virtual consultations.
  • Organize materials: Pull together any informational brochures, membership pricing sheets, or testimonials you may need to share during the meeting.
  • Review client notes: Double-check any prior communication you’ve had with the lead to be prepared for follow-up questions or specific needs.

Using gym management software, like PushPress, can streamline this process, giving you easy access to client information, appointment reminders, and automated follow-ups.

5. Personalize the Experience

People appreciate when their unique circumstances and goals are considered. Personalization helps set your gym apart from competitors.

  • Ask the right questions: "What brought you in today?" and "What challenges are you hoping to overcome?" are great openers to uncover their true pain points.
  • Connect emotionally: If someone mentions struggling with confidence, inspire them with stories of other members you’ve helped feel empowered.
  • Offer tailored solutions: Position your gym or academy as THE solution by aligning your benefits with their specific concerns. For example, highlight flexible class schedules for busy professionals or beginner-friendly programs for first-timers.

6. Follow Up with Clear Next Steps

After the consultation, timely follow-up is essential. Many prospects won’t commit on the spot, so make it easy for them to take the next step.

  • Summarize the consultation: Send a quick follow-up email reiterating their goals and why your gym is the best fit.
  • Offer limited-time incentives: Provide a deadline-driven promotion, such as a discount for signing up within 48 hours.
  • Stay in touch: Keep the prospect engaged with helpful tips, workout demo videos, or success stories from current members.

A well-timed follow-up shows professionalism and keeps your gym top of mind for your prospects.


Mastering the art of preparation can significantly boost your sales consultations, helping you turn hesitant prospects into loyal members. By creating battle cards, personalizing experiences, and refining your process with pre-flight preparation, you’ll position your gym as a welcoming and professional haven for fitness enthusiasts.

Want to learn more about how to perfect your gym sales strategy? Listen to the full podcast episode for an in-depth discussion on sales preparation and actionable tips to grow your fitness business.

To get Dan & Nick’s entire guide to turning sales into the first act of your coaching routine, listen to the full podcast or watch on YouTube.

Liz Childers

Liz Childers is the Head of Content at PushPress. She loves to find new ways to connect with audiences, and is excited to help gym owners improve their processes so they can focus on building their gym community.

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