New “Stealth” Gift Certificate

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A few years ago I was looking for a simpler way to allow new members to refer more of their friends, family, and co-workers without actually having to ask them within the first couple of sessions. Fitness experts teaching hard sell lines of “if I help you achieve X, Y, and Z, will you PROMISE to refer me at least 10 of your closet friends,” is ridiculous and is insulting to most new clients. I would never talk like that to someone I just met, and neither should you. This is the method I now use and it’s the perfect way to ask for referrals without saying a word! This is also great for anyone who feel uncomfortable about asking their clients for referrals, since this single sheet of paper does all the work for you – check it out now:

Hi S3 Members!

This is the single sheet of paper I place on the left hand side of the New Client Packet we give to all new members that sign up when they first come in to meet with us for their complimentary fitness consultation.

It goes behind any other forms you have so that they really don’t see it until they go home and pull out all their new client start up paper work, etc.

Like I said this is great for trainers that don’t feel comfortable about talking to clients about referrals

To be honest most CPTs don’t like to ever talk about selling, money, or asking for business, so I feel my job is not to fight that natural human hang-up, but rather give my team of fitness professionals (and all S3 Members) the tools they need to work around those hang-ups.

(However, I do suggest that you continue to improve your “salesmanship” by finding your own way of talking about referrals and asking clients to promote your services – assuming you’re getting them results and they enjoy working with you!)


>>> Download the Stealth Gift Certificate here


* Please make sure you change the business name, contact information, what it’s for, and the total dollar value – I wrote in “X’s” for now since I didn’t want you giving out gift certificates to my studio ; )

Also, we put our “dollar amount” equal to whatever a 1 session would equate to, but if you mainly do bootcamps or small groups you can just write in $79, 89, or $100 for what it would cost to sit down with you 1-on-1 for an hour.

This will show real value to the person giving it out and to the person receiving it.

I don’t want to make this post very long, since the goal of this is to add it to your other New Client Welcome Packet Forms.

Here are the other New Client Folder Forms again in case you lost track of them:


New Client Welcome Folder:

Liability waiver:


Program card:

6-Week Progress Report:

Additional forms for New Client Welcome packet:


Please keep in mind that this New Client Welcome Folder/Packet sets us apart from what they expect from your average personal trainer – it sets us up as a professional business that provides high-end professional services. It helps alleviate the price/value question in their head and it immediately positions us above our competition.

Remember, if you don’t want to be viewed as just “another meathead trainer” then you have to act like a high-end spa or salon would act and treat customers. I always viewed my small training studio as more of a boutique spa then a “training den” and I think that view has forced me to think differently about the cleanliness and interactions on every level with our clients.

I hope this philosophy of mine makes sense and that you can incorporate it into your fitness business!


Committed to your success,

Coach Cabral, CSCS, CPT, NS
Founder of Smart Studio Systems
Health Contributor for MTV, Men’s Health, Maxim, NutritionData, Dietcom, Gather, SELF




Comment on this Content

  • This post was created by S3 Member popular request so if you have any other forms or systems that you need for your business I will do my best to help – and, if I am currently using it in my business I will create a post and link for you on this S3 Member Area!

    You can leave your comments here or email with suggestions.

    Keep pushing forward!