We are going to set up Steady Thread together on a short call. It goes faster, and you get more out of it, when you gather a few things ahead of time instead of thinking them up on the spot. Nothing here needs to be perfect or polished. Rough notes are plenty. Bring what you have.
Here is what to have ready.
Your client list
- The name and mobile number for each client you want to stay in touch with. A simple list is fine.
- Heads up: before Steady Thread sends anyone a check-in, each client gets one text asking them to confirm they are okay receiving messages. So use the number they actually text from.
A training plan for each client
- Whatever you already use to lay out their training: a program, a workout sheet, a spreadsheet, or even a page of notes. One per client.
- These file types work: txt, md, csv, docx, xlsx, and pdf.
- One thing to know: a PDF that is really a scan or a photo of a page will not work, because there is no text for us to read. If your plan is a scanned or photographed document, retype the key parts or export a real text version.
- No plan written down yet? That is fine. Come with it in your head and we will capture it on the call.
Goals and anything to be careful about
- For each client, a sentence or two on what they are working toward: lose weight, run a race, get stronger, stay consistent, whatever it is.
- Any injuries, limitations, or things to steer around that are worth knowing (a bad knee, a recent surgery, a topic they are sensitive about). This keeps the check-ins smart and kind.
How you talk to your clients
- Acey drafts the check-ins, and they are meant to sound like you, not like generic AI. So think about how you actually text your clients.
- Are you warm and chatty, short and direct, funny, no-nonsense? Do you use their first name, nicknames, emojis?
- Any words or phrases you always use, and any you would never say. If you have a few real texts you have sent, bring them. Nothing shows your voice better.
When your check-ins should go out
- The earliest and latest time of day you are comfortable with a message landing on a client's phone (for example, not before 8 in the morning, not after 8 at night).
- Which days of the week feel right for checking in.
Each client's routine
- Anything you know about when a client normally trains: the days they work out, or the times they usually hit the gym. A check-in that lands on their training day just hits differently.
15 minutes and your phone nearby
- Set aside about 15 minutes where you can focus.
- Have your phone and email within reach. We use them to get you logged in during the call.
That is everything. Bring what you can, and do not stress about the rest; we will fill in the gaps together on the call. Questions before then? Email hello@steady-thread.com.