Flagship Course · Employer Training

AI-Powered Customer Acquisition & Operations Workflow Training for
Fitness Teams

A focused 12-hour live online cohort that helps front desk, marketing, and customer management staff use AI tools, communication templates, CRM workflows, content systems, and local visibility routines in daily work — 2 hours per day across 6 days, with 12 role-based deliverables.

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Course overview

Built for real customer-facing workflows

This program is designed for employers who need staff to improve customer communication, lead follow-up, marketing execution, and operational documentation using practical AI-assisted workflows.

01

Customer acquisition workflows

Train staff to respond to inquiries, follow up with leads, manage trial class communication, and reduce missed opportunities.

02

AI-assisted marketing execution

Use AI tools to draft content calendars, campaign copy, social posts, email/SMS messages, and creative briefs with human review.

03

Operations documentation

Turn repeated work into SOPs, templates, checklists, CRM stages, and a 30-day implementation plan for each role.

Suitable employers

Best suited for

  • Fitness studios, gyms, yoga, Pilates, martial arts, and wellness studios.
  • Local service businesses with front desk, marketing, and customer management roles.
  • Multi-location operators that need consistent workflows across teams.
  • Employers preparing structured team training plans.
Relevant team roles

Designed for workplace responsibilities

  • Front Desk / Admin Staff
  • Marketing Staff and Content Coordinators
  • Sales / Membership Coordinators
  • Customer Management Staff
  • Operations Managers and Team Leads
Training objectives & outcomes

Clear skills government reviewers can understand

Objectives are written around employee skill development, practical exercises, and work outputs — not vague business promises.

Training objectives

  • Identify repetitive front desk, marketing, and customer follow-up tasks that can be improved with AI-assisted workflows.
  • Draft customer replies, FAQs, appointment reminders, review requests, and follow-up messages.
  • Build front desk communication SOPs for new inquiries, bookings, missed appointments, and trial follow-ups.
  • Organize leads and members inside CRM stages and create repeatable follow-up routines.
  • Create a 30-day role-based implementation plan.

Learning outcomes

  • Participants can use AI tools with human review standards for workplace communication.
  • Participants can create campaign copy, simple design briefs, and short content calendars.
  • Participants can maintain basic local visibility workflows, including GBP and review response routines.
  • Participants can document weekly role checklists and handoff routines.
  • Participants can submit a practical implementation plan tied to their role.
Curriculum

12 hours · 6 days · 12 role-based deliverables

The curriculum is structured as daily 2-hour modules with two role-based deliverables per day. Delivered as a live online cohort — scheduled across consecutive days for private employer cohorts, or 2–3 days per week over 2–3 weeks for open cohorts.

Day 1Foundations · 2h
Role-Based Workflow Audit for Fitness TeamsIdentify current bottlenecks across front desk, marketing, sales, and operations workflows.
AI Prompting & Human Review StandardsSafe AI usage, review routines, brand consistency, and quality checks for workplace content.
Day 2Front Desk · 2h
New Inquiry Response WorkflowDraft inquiry replies, FAQs, qualification questions, and booking prompts.
Booking, Reminder & No-Show Follow-upReminder messages, no-show follow-ups, and consistent customer communication SOPs.
Day 3Marketing Copy & Content · 2h
AI Copywriting for Fitness MarketingDraft campaign messages, offers, landing page copy, and social captions.
AI Content Calendar & Social Media WorkflowBuild a two-week content calendar and reusable content planning process.
Day 4Creative & CRM · 2h
AI Design Brief & Creative Production WorkflowCreate design briefs and creative checklists for internal or external production.
CRM Pipeline & Lead Stage DesignDefine lead stages, membership stages, and team visibility routines.
Day 5Follow-up & Local Visibility · 2h
Follow-up Message Sequence for Trials, Leads & RenewalsFollow-up sequences for trial classes, lead nurturing, renewals, and reactivation.
Local Visibility Workflow for Marketing TeamsMaintain Google Business Profile basics, review response routines, posts, and monthly checks.
Day 6Reporting & Implementation · 2h
Reporting, Weekly Checklist & Team HandoffCreate weekly checklists and handoff documentation for team accountability.
30-Day Role-Based Workflow Implementation PlanParticipants complete a practical plan for applying the workflows in their role.
Practical deliverables

Work outputs participants may complete

These outputs make the training tangible for employers, participants, and documentation review.

Workflow & AI standards

  • Role-Based Workflow Audit Sheet
  • AI Prompt & Review Checklist
  • Weekly Role Checklist
  • Monthly Workflow Review Template

Customer communication

  • New Inquiry Response Template Pack
  • Booking & No-Show Follow-up SOP
  • Follow-up Message Sequence
  • Review Request / Response Templates

Marketing & operations

  • Campaign Copy Pack
  • 2-Week Fitness Content Calendar
  • AI Design Brief Template
  • CRM Pipeline Template
  • Local Visibility Monthly Checklist
  • 30-Day Role-Based Implementation Plan
Assessment & completion

Suggested completion criteria

Completion may be based on attendance, daily worksheets, practical exercises, and a final 30-day role-based implementation plan. Suggested completion requirement: participants attend at least 5 of the 6 live online sessions (~83%) and submit required role-based worksheets.

Delivery format

Employer-sponsored training delivery

Training can be delivered as live online training, private employer-sponsored cohorts, hybrid sessions, or onsite workshops where appropriate. Course materials, attendance tracking, practical assignments, and completion documentation can be prepared for employer records.

Instructor credibility

Led by Nic Ma — 12 years in digital marketing operations

This cohort is led by Nic Ma, one of our practitioner-instructors. 12 years of hands-on digital marketing operations work with North American small and mid-sized businesses across fitness, hospitality, wellness clinics, and professional services. Cohorts are designed from active practitioner work — worksheets, SOPs, and templates participants take home are derived from systems Nic uses in current client engagements.

Full bio on the Instructors page. Detailed portfolio and references available to qualified employers on request.

Funding-aware documentation note

Employer Training Canada is a training provider, not a grant application agency. We can provide structured course information, training plans, quotes, instructor details, attendance records, and completion documentation. Employers are responsible for their own funding applications. Funding approval is determined by the relevant program administrator.

Next step

Need a training plan for your team?

Tell us about your business, team roles, and timeline. We’ll help map this course to a practical employer training plan.

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