Top 5 Best Personal Trainer Business Templates For 2023

Taking the time to develop a comprehensive but flexible business plan at the outset is an investment towards long-term success that all personal trainers should consider putting into action.

It will help you to discover a niche for your services, lay out how you will market yourself, and set targets for revenue, expenses and profit goals. What’s more, it will provide the opportunity to project and weigh potential risks such as competition and location—valuable insight that can shape the structure of your personal training business. So how do you create a business plan that leaves no stone unturned?  

The Top 5 Best Business Plan Templates for Personal Trainers are:

1. Upmetrics
2. Institute of Personal Trainers
3. More Business.com
4. Future Fit
5. Growthink

How do you write a business plan for your personal trainer business?

‍

Nearly all business plans include the same sections that cover key aspects of your prospective venture. 

Personal Trainer Business Plan Section 

1. Executive Summary

Think of this as a summary of your entire plan. It gives a general overview of your targets and goals, along with market analysis,  financial highlights, and details of the management team. 

If you are seeking investment, ensure it’s written in a straightforward yet persuasive manner. This will help to pique the interest of potential investors and encourage them to request more information or review the full business plan. 

2. Company Overview

This is a concise summary of the fundamental components and goals within your business plan. It provides an overall introduction to the company structure, ownership, objectives, services and mission statement. This introductory snapshot should highlight key elements that set your organization apart from its competitors and demonstrate the potential for the development of a successful venture. 

Used as the base for other sections throughout the business plan, the Company Overview provides essential details about the company's strategy, target market and objective. Such an overview is vital in determining whether future investors want to risk their money in supporting your vision.

3. Industry Analysis

One of the most important components in a business plan, the Industry Analysis is an in-depth look at the entire market, including the competitive landscape, current trends and forecasting. It can help illustrate the opportunity that exists for a company to exploit in their industry, as well as identify any potential opportunities or risks they may encounter while developing their business strategy. 

An industry analysis plays a major role in decision-making and assists with evaluating strategies, setting realistic goals and ultimately providing guidance on how best to develop and maintain a profitable company in today's ever-changing environment.

4. Customer Analysis

This provides a detailed view of who your company's target customers are and what their needs may be. It also involves research into understanding customer behaviour in order to better meet their needs. The information gathered from a customer analysis can be used to create unique marketing strategies, as well as products and services that will appeal to your client base.

Overall, incorporating a customer analysis into your business plan ensures that you have the necessary insight and understanding of your target customers to create successful marketing campaigns and increase sales.

5. Competitive Analysis

This entails assessing the strengths, weaknesses, market opportunities and threats faced by your business while taking into account the mutual competitive strategies of existing competitors. A well-researched Competitive Analysis helps to identify advantages and disadvantages present in your company’s proposed strategy and target certain points that need improvement within your operation. 

It also provides predictive information about how competitors may respond to different scenarios. Ultimately, this type of analysis provides valuable insight on how a company can strategically position itself within its industry and allows it to be better prepared for any potential outcome.

6. Marketing Plan

Considered the backbone of your entire endeavour, your Marketing Plan seeks to identify target markets, brand visibility and potential customer engagement for a given product or service. It will help you develop strategies for branding and creating a positive image, and establish how to reach those goals within a reasonable budget. 

Without a thorough understanding of what your company’s mission is, who its customers are, and where those customers can be found, any efforts put into advertising or marketing will likely be unsuccessful. This is why a thorough marketing plan is essential, as it takes everything into account, from the desired outcome to how success should be measured in order to pave the way for growth.

7. Operations Plan‍

This draws out the plans and procedures for your company’s internal operations, including its day-to-day tasks, resource management, production processes, and organizational relationships. It ensures your company is prepared for any foreseeable issues with its operations and offers strategies to effectively optimize operation efficiency while minimizing resources. 

With an Operations Plan in place, you’re able to set clear objectives and make more informed decisions to further support your growth targets. An effective operations plan gives you the solid foundation needed to execute the right operational strategies to reach your desired goals.

8. Management Team‍

This refers to the members of a company’s leadership team and includes the key individuals responsible for managing the day-to-day operations, making decisions that shape the direction of the organization and driving success. Depending on the size and structure of your organization, the Management Team is typically made up of executive leaders, including a Chief Executive Officer (CEO) and other C-suite officers or functional heads, such as a sales director or human resources manager. 

A well-crafted management team section in a business plan can help potential partners, investors, customers and vendors understand the qualifications and skills your company has to tackle its current tasks and future goals. With comprehensive executive profiles and job descriptions that lay out clearly how each manager contributes to effectiveness, organizations can set a blueprint for growth.

9. Financial Plan

Detailing the forecasts and expected costs related to launching and operating a business, the Financial Plan includes estimated startup costs, cash flow projections, budgeting, income tracking, and financial analysis. Financial planning can help inform decisions about investment opportunities, the development of a customer base, the long-term viability of resources, personnel needs, pricing tactics, and more. 

No matter what the size or nature of your business is, having a robust financial plan in place will form the foundation for success. For entrepreneurs who may lack expertise in finance-related areas, seeking out professional advice may help to ensure that any opportunities or risks are evaluated through an informed lens. 

10. Appendix

As you’d expect from the name, this provides a quick reference to sources of further information for readers of your business plan. An Appendix may include things like financial statements and projections, key contracts and agreements, budgets, product specifications, staffing plans, detailed descriptions of operations procedures, samples of promotional materials, bios of key people in the organization, survey results or market research findings. 

All of these documents are critical components to developing a comprehensive business plan that shows potential investors you have thought through your ideas and you have data to back them up. Ultimately, having a detailed Appendix containing relevant and accessible information makes reviewing or presenting the plan much easier for everyone involved.

1. Upmetrics

Best for: Personal Trainers who require thorough guidance for their business plan
Price: Free (paid subscription plans provide access to advanced business planning features) 

Upmetrics specialize in business planning and is well-reviewed on TrustPilot. Given this, we had high expectations for their business plan template for personal trainers—and we weren’t disappointed. The free template is an intuitive, comprehensive tool that helps simplify the process of creating a professional-grade plan for your fitness business. 

It includes detailed sections on everything from setting goals and objectives to managing finances and staff. From summarizing your vision and mission, to identifying your target market, to creating marketing plans and pricing strategies, it covers a wide range of important topics effectively. What’s more, Upmetrics has many resources providing helpful financial advice and market research data, making it invaluable even if you're an experienced entrepreneur. 

With prompt customer support in case of any issues or questions, and the ability to export your final product in either PDF or Word formats, this user-friendly template takes the guesswork out of preparing an effective plan with little effort.

Overall, with its complete guide, interactive format and clearly organized channels for filling in essential information, UpMetrics offers an invaluable resource for personal trainers looking to build their own business plan.

2. Institute of Personal Trainers

Best for: Personal trainers who are just getting started with their business goals
Price: Free

As you can guess from its name, it’s safe to say The Institute of Personal Trainers know a thing or two about how to draw up a fitting business plan for your profession. One of the best aspects of this free template is the accompanying guide. 

This comprehensive resource can help you get your business up and running. By walking you through all aspects of setting up, it not only provides the necessary information but also invaluable tips on how to best utilize it. 

‍

The template itself is divided into sections that take care of everything from marketing, training philosophy, budgeting and pricing and more. Clear, concise instructions make every step attainable without feeling overwhelming or intimidating. 

Additionally, their customer service team is knowledgeable and highly approachable for any questions that might arise during the setup process. We believe this business plan template as an excellent starting point for trainers looking to develop their business properly from the start.

3. MoreBusiness.com

Best for: Personal trainers who want to prioritise business growt
‍Price: Free

More Business.com is a company that helps small businesses grow into highly profitable ventures, encouraging you to think with a “Millionaire Mindset”. Their business plan template for personal trainers was created with this ethos in mind, designed to be your springboard for success.

‍

This free business plan template for personal trainers takes the guesswork out of starting or growing a business. Developed by experienced, certified trainers, it covers all aspects of launching and running a successful fitness enterprise.

From developing marketing plans to creating client contracts, this template provides simple, step-by-step guidance to help start or expand a personal trainer business. 

The training materials also include sample financials to give new entrepreneurs an idea of what their expected income could look like. More Business.com have drawn up an invaluable resource that includes all the essentials without overloading the trainer with too much data, giving the user options such as adding more in line with their needs. 

Every section is clearly laid out and easily modified to fit individual requirements, offering answers to everyday questions and helping personal trainers take their businesses forward with confidence.

Great effort has also been put into sourcing strategic partnerships that can lend valuable resources and insights into the personal training industry. Whether it’s physical marketing materials, or updated market reports and trends, all components have been tailored to meet the needs of aspiring trainers seeking career success in today’s competitive market.

‍

4. Future Fit

Best for: Personal trainers who want a template created by an industry leader
Price: Free

Future Fit has been around since the early 90s and has since acquired innumerable industry awards. Confidently asserting that they are “the only choice for seriously ambitious health, fitness and nutrition professionals” it’s clear their impressive record backs this up. 

One of the more straightforward templates on this list, it’s still a great choice if you want a streamlined, professional document designed by those who understand your industry. Allowing you to outline your branding, market positioning, and financial plans, the template also comes with a detailed guide on how to effectively build and organize a winning business plan aligned with the motivation and core values of your personal training business. 

Not only does this resource provide invaluable advice but also offers additional tools such as marketing materials and progress tracking sheets that help to keep all your data organized and easily accessible.

An accompanying audio walkthrough of the business planning steps makes it easier for busy professionals and entrepreneurs to understand each step in the planning process.  

Furthermore, the template gives you access to budgeting tools such as financial plan templates. These are designed to enable you to generate accurate projections of your forecasted income, expenses, taxes, capital requirements, and other key metrics. Overall, Future Fit’s template is a useful tool for helping you develop your long-term goals and map out the strategy needed to achieve them.

5. Growthink

Best for: Personal trainers who want a template that comes with a wealth of resources and expert advice
Price: $97(One-off payment)

Having been around for over 20 years, and helped over 500 entrepreneurs become successful, Growthink is a trustworthy guide when it comes to growing your business.  

While you do have to pay a subscription fee, Growthink's business plan template and additional resources are perfect for those who want to go the extra mile. Not only does the template provide all the essential ingredients that entrepreneurs need to create an effective plan for building their businesses, but also offers real-life case studies and financial forecasting. 

‍

Constructed with the experience of seasoned professionals, this personalised template contains everything you need in an organized, easy-to-use format. From exercise and nutrition tips to client tracking and goal-setting tools, it offers on-the-ground support for entrepreneurs who want to succeed in this highly competitive industry.

Because it’s tailored specifically for personal trainers, there's no longer any need to worry about not having enough information or tools to get started.

Where Growthink really stands out is its invaluable support, providing access to technical experts and specialists who can help review your plans before they are finalized.

This additional level of feedback and support will give future entrepreneurs the necessary confidence and assurance to take the plunge into opening a fitness studio.

Conclusion

‍So there you have it. These are our top choices for personal trainers looking for a clear and comprehensive business plan template. There are countless templates available online, many of them free, so be sure to do your research and pick the right one for you and your goals.

And most importantly, don't forget to have fun with it! After all, drawing up your business plan shouldn’t be a drag, rather it should excite you and get you pumped up for success. If you’re passionate about helping people feel their best and live healthier lives, then go out there and build a business that makes dreams come true!

Ready to start building a website for your Personal Trainer business? 

With its powerful website builder and built-in booking system, Baluu is used by personal trainers throughout the UK. Why not create an account with Baluu, start building your branded website, and begin taking bookings for your sessions today? If you need help getting set up, this step-by-step guide will walk you through the process. And if you’re still feeling inquisitive, have a read of our other Personal Trainer articles below:

• Starting A Personal Trainer Business: A How To Guide
• Top 6 Best Booking Systems For Personal Trainers
• Top 15 Personal Trainer Marketing Ideas To Get New Clients
• How To Open A Personal Trainer Studio: The Ultimate Guide
• 500 Name Ideas for a Personal Trainer Business (Free to Use)

‍