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Keri and Charlie became business partners after working together. They opened an out group fitness business.
“As we were in the startup phases of our business plans we were collecting client information. Before PT Mate We used several different types of software to manage everything. It was stressful and very difficult to stay on top of everything as we grew.
Once we were introduced to PT Mate we were able to upload our entire client list by uploading a CSV file with the option to automatically send an email out to every new member to sign up to their own Member App/Portal and get connected. Streamlining our onboarding and even getting our members excited and motivated.”
Here's how PT Mate helped Keri and Charlie to get set up
When we started setting up the foundations of our business we had not yet come across PT Mate. Moving from a rented space to taking full control of our newly formed business we emailed out and manually ticked off all client information we collected.
Using excel to track and various other software to open the business. We had hard copies that also needed to be uploaded to the software we originally decided to use.
Each client had to be entered in individually. And communication was flooding our email with questions from our customers.
Once we were introduced to PT Mate we were able to upload our entire client list by uploading a CSV file with the option to automatically send an email out to every new member to sign up with their client app and get connected.
Streamlining our onboarding and even getting our members excited and motivated.
Uploading the client list would take about 2 minutes per client to set up. With PT Mate it took 2 minutes to get everyone set up and invited. Saving 4 hours of work instantly.
Now as we get new members signing up we have a smooth personalized process that our members like and 1 platform where we could manage ALL of our members, assistant trainers, Billing and finance, bookings, programming, and progress tracking.
Your data is safe with us
At PT Mate, we believe in individual freedom and ownership. Being the sole custodian of your own data is fundamental to keeping your independence, which is why your business and clients' data is yours and yours only. We will never sell your data to third parties or allow any actors to use it for their own benefit. This is a promise to all our customers that stands now and will always stand.
Hi, I'm Melony, one of the co-founders of PT Mate
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